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larzbar01
New Member

How do I choose the description or type of retirement distribution that best matches your PA retirement from the list?

I'm not eligible yet; plan is eligible in PA?????
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1 Reply
MarilynG1
Expert Alumni

How do I choose the description or type of retirement distribution that best matches your PA retirement from the list?

If you did not take a Retirement Distribution in 2023, then this question does not apply to you.

 

When you take a distribution from your retirement plan, you will receive a Form 1099-R to report this on your tax return.

 

Here's more info on Retirement Plans

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