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Retirement tax questions
....Also, you need to note, that when you first put it into the 1099-R form in the Federal section, the $$ will be added to PA income.
BUT
When you get to thee PA Q&A there will be a follow-up question about where it came from.....and that's where the $$ are removed from PA income...if it's eligible to be removed.
Just get ALL of your Federal section filled in first, and deal with PA later.
________
Here's and old picture of what they asked in the PA section...I don't know what choices they are displaying this year:
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎January 29, 2024
1:50 PM