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1099-R and PA State Taxes
My Mother has a 1099-R for 2020 and the distribution code is 7D which is normal distribution/annuity payments from non qualified annuities that may be subject to tax under section 1411. The state tax section is asking to choose the description or type of retirement distribution that best matches your PA retirement from the list. The distribution was from a fixed annuity she had with Delaware Life Insurance Co. Does she want to select from the State type code drop down list: Annuity/or Non Civil Srv disability?
Thank you
‎April 24, 2021
3:00 PM