Thank you David. That clears up a lot. It leads me to my next question regarding PA income tax on my wife's pension. Since the situations below are true:
>A distribution from a qualified retirement plan after separation from service in or after the year the participant has reached age 55.
>A distribution that is part of a series of substantially equal periodic payments as described in section 72(q), (t), (u), or (v).
Do we select, "I'm eligible; plan's eligible (No PA tax)" for the State Type Code when doing the taxes for Pennsylvania?
