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Level 2
April 1, 2026
Question

!099 R

  • April 1, 2026
  • 1 reply
  • 106 views

I completed entries for my 1099 R and checked the entries several times.  During the error check - I am receiving a message Check This Entry - Gross Compensation Worksheet State ID for Form 1099R enter a PA Distribution Type.  The drop down list does not show an option for a 401K withdrawal (a normal distribution with no rollover).  What option should I select?  Can I enter text myself in the box? 

    1 reply

    Level 15
    April 1, 2026

    If it is a 401(k) or IRA distribution and you are 59 1/2 or or older, and the box 7 code on the 1099-R is 7, then you should select T13 - "I'm eligible; plan's eligible (no PA tax)".  

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    Level 2
    April 3, 2026

    Thank you!  Appreciate the quick respone.