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Level 1
posted Feb 22, 2021 3:55:44 PM

401K distribution taxable in PA?

I received a 1099-R with code 7 (normal distribution) from my 401K (not an IRA).  It was the RMD with taxes withheld  Is this income taxable in Pennsylvania or do I say it is a qualified plan and TP is qualified  and it would be nontaxable for this state?

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1 Best answer
Level 1
Feb 22, 2021 4:16:20 PM

No, at the state level, 401k distributions are generally not taxable in Pennsylvania. It only taxable on the Federal level. 

3 Replies
Level 1
Feb 22, 2021 4:16:20 PM

No, at the state level, 401k distributions are generally not taxable in Pennsylvania. It only taxable on the Federal level. 

New Member
Mar 6, 2023 9:14:44 AM

How can I show that my pension is not taxable in PA? 

Expert Alumni
Mar 6, 2023 9:35:30 AM

Please check Vanessa's  answer to exclude your pension from PA taxable income.  

PA State doesn't tax pension income you receive from an eligible employer-sponsored retirement plan (except if you retire early).