Thank you - I had been on both those pages. I questioned the wording of the first reference (is this 'exchange 1 annuity contract for another'?) and literally had the 2nd reference page printed and sitting right next to me! You make a great point, I'm not sure how the fixed annuity fund was/is characterized... I created it with after-tax earnings (outside of my employer plans) at least 15 years ago. I'm guessing it will be taxable in PA (oddly, interest income if I'm reading correctly ?) and the distribution code will answer the question next year. (Of course, I'll end up needing help next year if the distribution code doesn't automatically answer the 'I'm eligible, plan's eligible' question for the PA state section of TT!)
Thanks again for the speedy reply- I realized very late last night that regardless of if I hit 'not taxable in PA' or not, my reported income was the same - the transaction flows only to a "Gross Compensation' worksheet.
