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Retirement tax questions
You will have retirement follow-up questions during the state interview. Please check your selection on the “What kind of retirement income do you have from Pennsylvania?” screen during the state interview. Then on the “Tell Us About Your Retirement Income” screen you must enter your basis.
“The conversion of a traditional IRA to a Roth IRA is generally not taxable. That is, monies transferred from a traditional IRA to a Roth IRA via conversion (whether by a trustee-to-trustee transfer or a rollover within 60 days) are generally not subject to Pennsylvania personal income tax.” (PA DOR)
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February 16, 2023
5:03 AM