MA – Taxable IRA/Keogh Plan 

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MA – Taxable IRA/Keogh Plan 

Green fields are override fields, which overwrite any data that may otherwise be flowing to that entry from previously entered forms. The following can be included on screen MA – Taxable IRA/Keogh Plan:

  • Total IRA / Keogh plan distributions 
  • Total contributions previously taxed by Massachusetts 
  • Previous years’ total distributions 
  • Current year qualified charitable distributions 

How to Add This Screen 

  1. Click on the State Taxes section on the left-hand side of the screen.
  2. Click the link “I’d like to see the forms I’ve filled out or search for a form.”
  3. Use the drop list to select Massachusetts.
  4. Under the General tab, select MA – Taxable IRA/Keogh Plan.
  5. Complete the screen.
  6. Click Save.

Further Information 

For full guidance on Massachusetts income reporting and eligibility, visit: 
https://www.mass.gov/info-details/massachusetts-personal-income-tax-forms-and-instructions