AmyC
Expert Alumni

State tax filing

Being SEPP implies retirement income that is eligible barring any unusual circumstances. PA does not tax retirement income if you are eligible to retire from where the  income is sourced.

 

For example: if the income comes from a company that requires so many years of service to retire.

Example 2: company may say eligible to retire after x years of service and y age combined. 

 

Are you eligible to retire from the company making the payments? If so, then select eligible for no tax.

 

 

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