SamS1
Expert Alumni

Retirement tax questions

1099Rs with code 3 or 4 are not taxable in PA unless with code D.  You would need to enter the 1099R in TurboTax as received.  The PA state return will exclude the taxable portion of the distribution due to death and you will receive a refund or credit for the amount of PA tax withheld on the 1099R.  You can review your PA return TurboTax with the following steps:

 

  1. While in your TurboTax account, select Tax Tools in the left margin
  2. Select Tools
  3. Select View a Tax Summary
  4. In the left margin, select PA tax Summary
  5. When finished, Select "Back"