BLC3387
New Member

State tax filing

Bill,

Thank you for the quick response. Your note helps somewhat, but I'm still not sure.

First, the drop downs are the same except for adding:

   KSOP - Taxable ESOP within a 401(k), and

   KSOP - Non-Taxable ESOP within a 401(k).

 

I'm 66 so I'm past any penalty or other age category. I do have other pensions that fit the "I'm eligible, plan's eligible" so there's no state (PA) tax there, but on this 401(k) withdrawal, I did pay 20% up front when processing the withdrawals (there were several but my 1099-R has the 20% amount correctly recorded for federal tax). 

I guess my mystery is one of those KSOP categories, since it's not from an IRA, unless there's a reason that it fits the "I'm eligible" category. Am I making sense?

Best,

Barry