smiley313
New Member

Inherited Non Qualified Distribution - PA

In 2017, my husband inherited a non qualified plan from his aunt who lived in Arizona.  We live in PA.  I am trying to finish up our taxes and am being asked to provide the basis of the retirement income.  I do not remember ever having to provide this information in the past.  I looked at the PA Dept of Revenue site which did not help, and the TurboTax explanation but just cannot seem to figure it out.  Help!!!

 

Thank you!