topic 401 K inheritance in State tax filing

401 K inheritance

Tim 3 — Mon, 09 Mar 2026 07:00:58 GMT

Hi. I have inherited a 401k from my deceased father. Filled a 1099R and Turbo Tax is asking for the best way to describe the retirement distribution for a state type code. Please advise, not sure which option to pick.

Re: 401 K inheritance

MaryK4 — Sat, 26 Mar 2022 20:53:09 GMT

Can you clarify which state so someone can check the requirements for you? Thanks! @Tim 3

Re: 401 K inheritance

Tim 3 — Sat, 26 Mar 2022 21:01:46 GMT

PA - Pennsylvania

Thanks.

Re: 401 K inheritance

MaryK4 — Sun, 27 Mar 2022 03:54:14 GMT

I'm eligible; plan's eligible (no PA tax)

If you have a Code 4 Death distribution.- A distribution due to death is not taxable for PA purposes - unless included with Code D.

See How do I know if the amount on my 1099R (1099-R) is taxable on my PA Personal Income Tax Return?

My condolences on your loss.

@Tim 3

Re: 401 K inheritance

Tim 3 — Sun, 27 Mar 2022 13:38:26 GMT

Thank you for the clarification and the condolences.

Tim