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johndeininger
Returning Member

1099R PA tax

My wife was a beneficiary when her mom passed away and inherited 3 non qualified annuities. The distribution code is 4D on the 1099R. I completed the federal portion and then started the PA portion in turbo tax. Turbo tax then asked about each 1099 and select which PA distribution code so I figured my only choices were N for none or K. 1 annuity or non civil service disability. Which one do I use or is there another choice since there are multiple options

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1 Reply

1099R PA tax

You stated the distribution code is 4D on the 1099-R. The D indicates an annuity payments from nonqualified annuities and distributions. In the PA interview, on the screen "What kind of retirement income do you have form Pennsylvania?" one of the choices are " Non-qualified differed comp. plan." select this option. 

 

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