AmyC
Expert Alumni

State tax filing

Since you are filing a part year return, if you want to be extra safe- then send all w2 forms for PA can see that you had earnings in TX. PA is also interested in the amount of tax paid to PA. 

 

A rollover would not have any tax paid, nor taxable income so PA would not be interested in them. However, early distributions would be taxable and PA would be interested.

 

Think "what does PA need to prove this income and tax paid?"

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