DavidS127
Expert Alumni

State tax filing

For Pennsylvania, retirement benefits paid "after becoming eligible to retire, and retiring" are not taxable.  When you prepare your Pennsylvania tax return, answer any questions about your 1099-R.

 

For your 1099R entry, click on the Search icon on the top row of your screen, enter "1099R" in the search window, and then click on the "Jump to 1099r" link to enter your 1099-R.  Continue through all the screens for 1099-R entry, to make sure you answered all the questions in that section.

 

 

 


 

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