I reviewed what you sent and understand. But what I sent seems to directly contradict what I sent earlier:Distributions from Roth IRA are excludable from your M...
I am not making myself clear and perhaps I am misunderstanding something, but to recap1. This is an inherited Roth IRA2. The original owner passed away in 2021 ...
And so this is my issue. I meet all the requirements for qualified distribution yet it is showing as fully taxable on my state return. All good on the federal r...
Thank you. So to summarize - Since it is a inherited Roth IRA and was established for more than 5 years at the time of the original account owner's death, I bel...
