Vanessa A
Expert Alumni

Retirement tax questions

Are you talking about a pension that you have in PA or other retirement plan?  The distribution code would be listed on your 1099-R in box 7. 

 

If this is a Pension, as you walk through the PA state return, you will select, I am eligible, plan is eligible to have it excluded from your taxable income in PA as PA does not tax qualified pensions.  

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