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Retirement tax questions
When you were asked ( in the PA interview) what kind of retiremetn plan distribution was represented by the 1099R, you must have chosen "annuity", which would mean that the 1099R box 7 is coded with a "D" (such as 1D or 7D) for the income to appear on Schedule A.
If that is not the case, then revisit that section of the interview. If box 7 is coded a 4 or 7 (without a D), then select "I qualify, plan qualify" so that the distribution is not taxed by PA.
For more info, see: https://revenue-pa.custhelp.com/app/answers/detail/a_id/1470/related/1/session/L2F2LzEvdGltZS8xNTE5M...
‎June 6, 2019
7:48 AM