AmyC
Expert Alumni

Get your taxes done using TurboTax

The new law:

  • The federal is exempt so your tax did not go up there. 
  • PA you rolled before the new law so it is taxable. This increases your income and tax. 

Different plans have different rules and PA 529 FAQ recommends checking with your plan for the taxable portion of your nonqualified PA 529 distribution. 

Reference: PA 529 to Roth IRA Rollovers

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