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For a 1099-R for a pension in the PA return, the dropdown choices for the question "What kind of retirement income do you have from PA?" don't show "Pension". Any help?

Since "Pension" is not a choice, what should be selected?
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For a 1099-R for a pension in the PA return, the dropdown choices for the question "What kind of retirement income do you have from PA?" don't show "Pension". Any help?

That worked. Thanks!

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JamesG1
Expert Alumni

For a 1099-R for a pension in the PA return, the dropdown choices for the question "What kind of retirement income do you have from PA?" don't show "Pension". Any help?

In TurboTax, in the Pennsylvania state income tax return, see the screen What kind of retirement income do you have from Pennsylvania?

 

Select I'm eligible, plan's eligible (No PA tax) if you and your retirement distribution meet the qualifications on page 47 of PA Personal Income Tax Guide under Pennsylvania Eligible Retirement Plans.

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For a 1099-R for a pension in the PA return, the dropdown choices for the question "What kind of retirement income do you have from PA?" don't show "Pension". Any help?

That worked. Thanks!

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