question from customer: My inherited IRA amount is not taxable in Maryland. How do i modify this on my Maryland return?

he hasn't filed his original 1040 return yet and he checked something in regards to his spouse's IRA in the state return section of his account? it's not showing in the general information or income section of the state return and he doesn't want to remove the IRA in his state return before filing his federal return. how can I help?

2195

Expert Alumni

Mar 21, 2025 2:18:56 PM

Depends. If the distribution was from a pre-tax IRA account, it is generally taxable. If it was from an after-tax account (or contained some after tax funds) that would be indicated in Box 5 of the 1099-R. If the IRA belonged to a civil employee, that should be indicated in the Federal 1099-R entry

Since Maryland starts with the Federal AGI, any taxable portion of a 1099-R distribution would show on Form 502, Line 1d.

Here's more info on Maryland Inherited IRA's.

@zhalin deshea

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question from customer: My inherited IRA amount is not taxable in Maryland. How do i modify this on my Maryland return?