ErnieS0
Expert Alumni

State tax filing

Distributions from an eligible Pennsylvania retirement plan are not taxable if you meet the plan requirements (the age and/or years of service required by the plan) for retirement, and retired after meeting those requirements.

 

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

 

You can change the coding in the Pennsylvania section to tell TurboTax that your pension is not taxable.

 

Here's how:

  1. Start Pennsylvania
  2. Continue to What kind of retirement income do you have from Pennsylvania?
  3. Select I'm eligible, plan's eligible (no PA tax) 

@Jschlenker86 

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