Retirement tax questions

DianeW777 · ‎April 7, 2023

Pennsylvania (PA) does not tax residents for their pension distributions if they have code 7 in Box 7 of your Form 1099-R. If you are retired and you have a code 7 in Box 7 of your Form 1099-R use the following choice for your dropdown selection:

'I'm eligible, Plan's eligible (no PA tax)' (See the image below.)

@jkerber44

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