Working on PA state taxes. Have IRA distribution in 2016. Had premature distribution withholding deducted prior to receiving it. How do we claim it?

[DDollar · Accepted solution]

If you had an IRA distribution you should have received a 1099-R from the IRA custodian.  If you have not received your 1099-R then you should contact the custodian (broker/dealer or bank).  If you have the 1099-R, then to get to the section of the program where you enter it go to:

• Click on Search
  
• Type 1099-R in the Search Window
• Click on "Jump to 1099-R"
• Continue through the interview and enter your 1099-R or verify your entries

You enter your 1099-R in the Federal return section and it will flow through to your Pennsylvania State tax return.