DaveF1006
Expert Alumni

Retirement tax questions

According to this State of Pennsylvania source, distributions from nonqualified pension sources is taxable income and is not treated as an tax-exempt plan. 

 

If you feel that this doesn't apply to you, you may leave Box 11 blank if it isn't a distribution taken from a non-qualified plan or a non-qualified 457 plan.  

 

For your reference, I've included a screenshot from a on-demand tax guidance from TurboTax that states this.

 

@btrout 

 

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