BillM223
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Enrolled Agent. 5 years writing corporate (1120) tax software. 3 years 1040 tax preparation. Eighth year here at TurboTax on Community/AXC. Specialize in HSA and other health programs, and the Child and Dependent Care credit and/or exclusion
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Yes, that's correct. See the calendar on page 6 in the 2210 instructions.
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Did you have a code D in box 12 of your W-2? That would be a contribution through your employer to a 401(k) plan. Are there other codes in box 12 like AA?
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In the 1099-R interview, after you enter the data from the form, do you not see this screen, which will let you pick the 3 year rule?
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Yes, I think you are right to set line 2 (sch X) to zero. See this discussion on Roth Distributions in MA.
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I am not sure what you question is, but look at this MA webpage and see if it answers your question - https://www.mass.gov/info-details/tax-treatment-of-pension...
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