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bozman
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My wife received a distribution from her deceased mother in january how is this filed is pa?

 
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My wife received a distribution from her deceased mother in january how is this filed is pa?

If you have a 1099R with a code 4 death distribution it is not taxable income in PA.  As you walk through all the entries in PA you will come to a section that asks you about the plan.  You need to select that it was a distribution due to death and it will be removed from your taxable income IF it was included.

https://revenue-pa.custhelp.com/app/answers/detail/a_id/1470/~/how-do-i-know-if-the-amount-on-my-109...

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