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zackewing
New Member

Early Withdrawal from Texas teachers retirement account while living in Pennsylvania.

I used to teach in Texas, where they automatically withdrew from paychecks for retirement. In early 2017, while living and working in Pennsylvania, I made an early withdrawal. I moved to California in late 2017.

I am wrapping up my taxes, and I am getting an error on my PA form, indicating that I need to select the state distribution type. Because there are no income taxes in Texas, this is left blank on the form. 

Do I leave this blank on the PA return, or do I select the option for early withdrawal? Or something else?

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2 Replies

Early Withdrawal from Texas teachers retirement account while living in Pennsylvania.

Assuming you were a PA resident at the time of withdrawal, the retirement income is reportable on a PA resident return, regardless of the source of the retirement income.  How it is treated is largely based on the code in box 7 of the 1099R.  To determine if the retirement income is taxable, please see:   https://revenue-pa.custhelp.com/app/answers/detail/a_id/1470/related/1

Anita01
New Member

Early Withdrawal from Texas teachers retirement account while living in Pennsylvania.

Select the early withdrawal option.

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