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Level 2
February 21, 2022
Solved

I have a 1099R with a Distribution Code 4 which is Death. In my State return, there is no State Type Code for Death. What state type code should I use?

I am in Pennsylvania.
LenaH
LenaHAnswer
Alumni - Expert
February 21, 2022

In the drop-down menu on the page What kind of retirement income do you have from Pennsylvania?, please choose I'm eligible, Plan's eligible (no PA tax). This is the code to use when the distribution is not from any of the other options. 

 

Then, on the page Tell Us About Your Retirement Income, ensure the box is checked that the entire amount of the distribution is not taxable in PA. Under that, you will see in bold This is a distribution due to death and is not taxable for PA purposes. Please see the snapshot below. 

 

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2 replies

LenaH
Alumni - Expert
LenaHAlumni - ExpertAnswer
Alumni - Expert
February 21, 2022

In the drop-down menu on the page What kind of retirement income do you have from Pennsylvania?, please choose I'm eligible, Plan's eligible (no PA tax). This is the code to use when the distribution is not from any of the other options. 

 

Then, on the page Tell Us About Your Retirement Income, ensure the box is checked that the entire amount of the distribution is not taxable in PA. Under that, you will see in bold This is a distribution due to death and is not taxable for PA purposes. Please see the snapshot below. 

 

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"
LDKaiser Author
Level 2
February 24, 2022

Thank you. I did find that option after reading more but I appreciate your help and time.