- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
State tax filing
Did you roll over the money? Your retirement plan provider will usually indicate a rollover with a Form 1099-R Box 7 code G or H if you made a direct rollover.
If you rolled over the money yourself after receiving it, the State Type Code will be Rollover on the screen “What kind of retirement income do you have from Pennsylvania?”
If you did not roll over the money, you may have to change the state type code on the Pennsylvania screen from Rollover to something else.
Additionally, PA doesn’t give you a deduction for 401(k) contributions. If you were a PA resident you may have a cost basis equal to the Form 1099-R Box 1 amount if this contribution was previously taxed.
If are moved into PA, it's likely you would have $0 basis because this money was never taxed.
We need more info to fully answer your question.
**Mark the post that answers your question by clicking on "Mark as Best Answer"