State tax filing

The state type code is this list (from a previous year, but I think the list is the same):

Many of the items are straightforward, the confusion usually comes in knowing what "I'm eligible; plan's eligible".

First, a retirement plan has to satisfy the rules in Pennsylvania to be tax-free. The state apparently doesn't define this, so you may want to read this article from the Pennsylvania Institute of Certified Public Accountants to help understand it.

Second - and this probably affects more taxpayers - you have to be at or older than the "normal" retirement age for your plan in order to exclude the pension income in Pennsylvania. Naturally, this varies from plan to plan.

Does this help?