Question Response

CHM5 — Mon, 09 Mar 2026 11:33:13 GMT

Turbotax is asking me two questions as it calculates our Massachusetts state return.

It says my IRA/Keogh plan distributions received during 2021 were “X dollars”. Then it goes on, “To determine the taxable amount for Massachusetts, enter the following information” It then asks two questions.

FIRST QUESTION Other Contributions Previously Taxed by Massachusetts (and gives me a box to fill in).

And

SECOND QUESTION Total Distributions Received in Previous Years (and gives me a box to fill in).

Although I have used Turbotax for a number of years now, I admit that I still don’t remember the terms and categories used in the tax world.

In the first question, I am not sure what Turbotax wants. I usually think of “contributions” as “giving to the Red Cross” and things like that. And the term “previously taxed by Massachusetts” implies that it was done last year or even before that. So that you understand better my situation, here is some information about my situation.

Our income this year (i.e. mine and my wife) comes from the following:

One 1099-R form from ”A” investments which is for retirement income from the “Y Corporation.” This is the “X dollars” that is part of the question.

Four1099-R forms from “B”, which is retirement income from the “Y Corporation” for me before they changed their retirement program.

Two 1099-R forms from ”B”, which is retirement income from the “Y Corporation” for my wife.

One 1099-R form from DFAS which is retirement income from many years in the Air Force.

One 1099-DIV form from “C” which is from an old investment by my wife.

Two SSA-1099-SM forms from Social Security, one for each of us.

The second question, Total Distributions Received in Previous Years, is also a little confusing. My guess would be that they are interested in retirement pay. I have been retired from the Air Force since 1982. I do not have data going back that far.

Any help you can give me would be appreciated.

Re: Question Response

AmyC — Fri, 08 Apr 2022 03:54:38 GMT

To understand all of your income listed and the tax treatment, please View tax treatment of retirement plan contributions and distributions.

MA does not allow the federal IRA deduction but instead taxes it. So, if you lived in MA the whole time, the entire amount paid in would be the basis. If you lived elsewhere, it would not be the same. See Massachusetts Taxable IRA distributions - TurboTax Support for more details.

First question: Other contributions - everything you ever contributed while living in Mass.

Second question: Total distributions - everything you took out of your IRA accounts.

Difference in them is the key to the meter amount changing.

Re: Question Response

CHM5 — Sun, 10 Apr 2022 11:32:36 GMT

Question answered. My taxes have been filed

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