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Retirement tax questions
@HM888 Depending on how you enter your Foreign Pension Income, you claim tax you paid in your Federal return, either on your Substitute1099-R entry or 'Other Income' category.
If using a Substitute 1099-R, you will not be taxed in Pennsylvania. You will be asked in the PA interview about your pension.
If using the 'Other Income' category, claim tax paid as a Foreign Tax Credit on your Federal Return.
Click this link for more info on Taxable Pensions in Pennsylvania.
[Edited 4/5/2021 | 11:10 am]
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‎April 1, 2021
11:55 AM