Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Feb 13, 2025 1:35:51 PM

We are retired and were not required to pay Pennsylvania taxes. Why are we filling out this form?

0 1 762
1 Replies
Expert Alumni
Feb 13, 2025 2:07:58 PM

You have to enter your 1099-R on your federal tax return.   We will transfer it to your state return (automatically), and you are correct, common pension income is not taxable on your Pennsylvania tax return.   

 

Where do I enter a 1099-R?   

 

The following are examples of income not subject to PA tax:


• Social Security benefits and Railroad Retirement benefits.
• Commonly recognized pension, old age, or retirement benefits paid after becoming eligible to retire, and retiring.
• United Mine Workers Pension.
• Military pension benefits.
• Civil Service Annuity.
• Unemployment compensation and public assistance