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pmellman15
New Member

How should I answer the PA state question regarding 1099 R with a 4A in box 7?

 
2 Replies
DanielV01
Expert Alumni

How should I answer the PA state question regarding 1099 R with a 4A in box 7?

What is the question, and what is the source of the 1099-R?
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re2boys
Level 9

How should I answer the PA state question regarding 1099 R with a 4A in box 7?

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

A code of 4 indicates the IRA/Pension was received due to death of the original owner.  Either select "death" or "I qualify, plan qualify" as the retirement plan distribution is not taxable on a PA income tax return.

The "A"  indicates that the distribution is eligible for the special 10 year averaging treatment on a federal return.  See https://ttlc.intuit.com/questions/4318825-ten-year-averaging-of-401k-pension-who-can-use-it   for details and eligibility.

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