Please revisit your input for the Form 1099R and confirm that you are using the correct Code in Box 7. You must indicate the correct retirement distribution you received or the program will consider it taxable.
You would need to enter the 1099R in TurboTax as received. The following Federal codes in box 7 of Form 1099-R are not taxable.
- Code 7 (Normal Distribution) is not taxable if retired after meeting the plan retirement age and/or years of service. For a Code D, see annuities below.
- Code 8 (Excess Contributions) is taxable to the extent there are excess earnings, or the employer did not include the contributions as taxable compensation.
- Code 1 or 2 (Early Distribution) is generally taxable for Pennsylvania purposes unless it was an eligible plan and you retired after meeting the plan age requirement or years of service requirement.
You can review your PA return TurboTax with the following steps:
- While in your TurboTax account, select Tax Tools in the left margin
- Select Tools
- Select View a Tax Summary
- In the left margin, select PA tax Summary
- When finished, Select "Back"
Review this link as well:
Form 1099R Income reported on PA State Return
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