ErnieS0
Expert Alumni

State tax filing

Tell TurboTax the entire amount is not taxable.

  • On the Pennsylvania Retirement Income Summary select Edit 
  • On Tell Us About Your Retirement Income, check the box Entire amount of this distribution is not taxable in PA

PA says: "If you received a distribution from an IRA and rolled the entire distribution (100 percent) into a Roth IRA directly, or within 60 days, the distribution is not taxable income for PA purposes."

 

How do I know if the amount on my 1099R (1099-R) is taxable on my PA Personal Income Tax Return?

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