topic What do l put for “Other Contributions Previously Taxed by Massachusetts and”Total Distributions Received in Previous Years in Retirement tax questions

What do l put for “Other Contributions Previously Taxed by Massachusetts and”Total Distributions Received in Previous Years

ellies55 — Wed, 05 Mar 2025 15:36:31 GMT

Re: What do l put for “Other Contributions Previously Taxed by Massachusetts and”Total Distributi...

JohnB5677 — Wed, 05 Mar 2025 16:23:51 GMT

If you have a traditional IRA that you contribute to, Massachusetts does NOT allow you to reduce your income like you can on the Federal Return.

So, all of the CONTRIBUTIONS that you made over the years to a MA Traditional IRA are PREVIOPUSLY TAXED BY MASSACHUSETTS.
As you withdraw money from the IRA you will get credit for the Pre-Taxed amount.
All of your previous withdrawals (From those IRAs) will not be taxed in Massachusetts up to the PREVIOUSLY TAXED number.

Re: What do l put for “Other Contributions Previously Taxed by Massachusetts and”Total Distributi...

ellies55 — Sat, 08 Mar 2025 18:53:03 GMT

My previous question had to do with a distribution not a contribution ….. can l assume l can put zeros to both of these questions??

Re: What do l put for “Other Contributions Previously Taxed by Massachusetts and”Total Distributi...

DianeW777 — Wed, 19 Mar 2025 12:37:26 GMT

It depends. If you lived in Massachusetts (MA) when the contributions were put into the retirement fund or IRA, then you can enter the full amount of your contributions that were previously taxed by MA. Or if you did not live in MA while the contributions were put into the fund, then you would put zero.

@ellies55

Re: What do l put for “Other Contributions Previously Taxed by Massachusetts and”Total Distributi...

Natick4 — Tue, 01 Apr 2025 02:56:03 GMT

I am doing my late father's taxes... I have NO idea what to put for these two questions.

Last years IRA's numbers from his 2024 tax return (I have his 1040-SR)?

As to the second question... not even sure what it means.. what number do I put there?

Re: What do l put for “Other Contributions Previously Taxed by Massachusetts and”Total Distributi...

DianeW777 — Mon, 07 Apr 2025 15:54:06 GMT

It depends. If you are referring to the the questions 'Other Contributions Previously Taxed by Massachusetts' and 'Total Distributions Received in Previous Years' the information may not be readily available and you. Try checking with the plan administrator.

Also, if your father was a resident of Massachusetts (MD) during the period when contributions were being put into his retirement plan you can enter the entire amount for the question 'Other Contributions Previously Taxed by MA'. As far as the total distributions this would have to come from the plan administrator if you do not know the number. If you have no other recourse, you can look at any prior year tax returns, if they are available to you.

@Natick4

Re: What do l put for “Other Contributions Previously Taxed by Massachusetts and”Total Distributi...

BoatGeek — Sun, 15 Mar 2026 16:47:50 GMT

So if I inherited an IRA that I have received distributions from, I only need to enter the "total distributions received in previous years" because I made no contributions to it? The "other contributions previously taxed" box should be 0?

Re: What do l put for “Other Contributions Previously Taxed by Massachusetts and”Total Distributi...

fanfare — Sun, 15 Mar 2026 23:49:08 GMT

If your parent did not leave good records on the amount of MA contributions already excluded,

examine their prior MA tax returns since RBD to see how much was excluded or taxed.

Examine earlier returns to see how much was contributed altogether.

@BoatGeek