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New Member
posted Mar 13, 2024 11:48:28 AM

What is distribution code for pa40?

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1 Replies
Expert Alumni
Mar 13, 2024 11:55:21 AM

Are you talking about a pension that you have in PA or other retirement plan?  The distribution code would be listed on your 1099-R in box 7. 

 

If this is a Pension, as you walk through the PA state return, you will select, I am eligible, plan is eligible to have it excluded from your taxable income in PA as PA does not tax qualified pensions.