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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!
March 24, 2025
4:06 PM