- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
You are correct, your rollover to the ROTH IRA should not be taxable in Pennsylvania.
When you go through your Pennsylvania tax return, you will come to a screen that says What kind of retirement income do you have from Pennsylvania? You need to choose the "Rollover" option on that screen to exempt your IRA recharacterization from taxation.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
‎February 6, 2026
7:05 AM
5,234 Views