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jdrushin
New Member

How do I add my Commonwealth of Pennsylvania retirement amount?

 
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3 Replies

How do I add my Commonwealth of Pennsylvania retirement amount?

Do you have a 1099R?

To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.

 

 

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

How do I add my Commonwealth of Pennsylvania retirement amount?

The retirement income should have been reported to you on a Form 1099-R.

 

To enter, edit or delete a form 1099-R -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button


Online editions -

 

On the screen Did you get a 1099-R in 2025? Click on Yes
On the screen Let's import your tax info Click on Change how I enter my form
On the screen How would you like to upload your 1099-R? Click on Type it in myself
On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue

Vanessa A
Employee Tax Expert

How do I add my Commonwealth of Pennsylvania retirement amount?

You should have received a 1099-R from PA for your retirement.  You will enter this in the federal section under retirement income.  To do this select the following:

  1. Federal
  2.  Income
  3. Retirement Plans and Social security
  4. IRA, 401k, Pension Plan Withdrawals, (1099-R)
  5. continue through the steps to enter your 1099R

Then if this is an eligible plan in PA (such as your pension after reaching retirement age), as you walk through the PA questions you will need to look for the spot that asks about your plan and if it applies select "I'm eligible: Plans eligible"  This will remove it from PA taxable income.  As PA does not tax certain eligible retirement benefits. 

 

If you are not eligible and the plan is not eligible, then you would select the appropriate answer that applies to your situation. 

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