How to enter 1099-R on PA-41 as Estate

Hello, I'm have trouble finding an answer to this question on the forums so I'm posting myself.

How exactly do I input 1099-R income, as an Estate on TurboTax Business, on my PA Fiduciary Income Tax Return? I've read that 1099-R income isn't taxable in PA when it meets codes 7 or 4, mine meets code 4. I have to explain the "other income" from the Federal Tax Return, how and where should I do that?

Thanks for any replies in advance.

560

Expert Alumni

Jan 17, 2024 11:44:46 AM

If the 1099-R distribution is not taxable in Pennsylvania, you don't need to enter it on PA-41.

If the Federal 1041 has other income taxable in PA, you can report it on PA-41, Line 6, Estate or Trust Income.

Here's more info about Form PA-41, Fiduciary Income Tax Return.

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How to enter 1099-R on PA-41 as Estate