Expert Alumni

Retirement tax questions

Yes, this is a non qualified retirement payment paid to beneficiary so it is taxable in Pennsylvania.  


Code 4 Death distribution. This is a distribution due to death and/or disability. A distribution due to death is not taxable for PA purposes - unless included with Code D.  See How do I know if the amount on my 1099R (1099-R) is taxable on my PA Personal Income Tax Return?



**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
Privacy Settings