ErnieS0
Expert Alumni

Retirement tax questions

TurboTax should print out a PA-40 Gross Compensation Worksheet that will have all your Form 1099-Rs, whether taxable to PA or not.

 

This form is for your records. You do not have to file it with your return.

 

If you are e-filing, you do not have to send any forms. If you are filing Pennsylvania by mail, include only Form 1099-Rs that have PA tax withheld. 

 

If the Gross Compensation Worksheet is not printing, select the option: "Include government and TurboTax worksheets (optional).

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