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Retirement tax questions
I am to receive an annuity from my father’s death that lived in Pennsylvania.
They will pay it to me and send a 1099-R per their documents.
I do not live in Pennsylvania and my state Ca does not have inheritance tax.
My question is. Do I have to pay inheritance tax to Pa on this money and will I also have to pay Ca tax since it will be on a 1099-R as income, or will it be excluded somehow from when it is input in turbo tax.
Also if I have to pay inheritance tax to Pa do I have to File a Pa state return? I will assume that if so; since I do not live in Pa I would not have to pay Income tax there, just the inheritance tax?
May 26, 2025
4:56 PM