DawnC
Expert Alumni

Retirement tax questions

You have to enter your 1099-R on your federal tax return.   We will transfer it to your state return (automatically), and you are correct, common pension income is not taxable on your Pennsylvania tax return.   

 

Where do I enter a 1099-R?   

 

The following are examples of income not subject to PA tax:


• Social Security benefits and Railroad Retirement benefits.
• Commonly recognized pension, old age, or retirement benefits paid after becoming eligible to retire, and retiring.
• United Mine Workers Pension.
• Military pension benefits.
• Civil Service Annuity.
• Unemployment compensation and public assistance

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"