DaveF1006
Expert Alumni

State tax filing

Generally, if box 7 of your 1099R is coded 7 or 4, it is not taxable for PA income tax purposes. If it coded 1 or 2, it may be taxable to the extent that the distributions exceed your basis in your retirement plan. If coded 1D or 7D, it is a commercial annuity and is taxable same as federal. 

Yes, you can prepare a PA-41 state return in Turbo Tax if you are required to.

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