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Retirement tax questions
During the PA interview, TurboTax will ask what type of retirement plan distribution each `1099R represents. The answer to this question determines if that distribution is taxable as some 1099R's are partially or fully taxable. Generally, if box 7 of the 1099R is coded 4 or 7, it is not taxable to PA. If box 7 includes a "D" (commercial annuity), then it is taxable same as federal.
‎June 5, 2019
10:34 PM