AmyC
Expert Alumni

Retirement tax questions

There are two possible issues:

 

1.  The 1099R is not marked correctly, either in the program or on the form.

  • You need to go back to the federal input screen and make sure the state distribution is marked as zero. 
  • If the 1099R shows a state distribution, you may need to be sure it is not taxable. If it is not taxable, contact the issuer for a corrected 1099-R.

 

2. The income may be taxable. Here is the income PA says is taxable vs not taxable: Former employer is not descriptive enough. 

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