topic Re: Stste tax on annuity payments from nonqualified annuities. There is a disconnect between the Federal Turbo Tax form and the State form. in State tax filing

Stste tax on annuity payments from nonqualified annuities. There is a disconnect between the Federal Turbo Tax form and the State form.

Dave K1 — Tue, 24 Feb 2026 05:04:03 GMT

On my Federal form for annuities in Turbo Tax, in Box 7, I filled in "D-Annuity payments from nonqualified annuities. But in the State form, the taxable amount was shown as "0". I know this is incorrect but the Turbo Tax program did not let me change it. The same problem showed up on two different nonqualified annuities,

Re: Stste tax on annuity payments from nonqualified annuities. There is a disconnect between the ...

JohnW152 — Fri, 14 Apr 2023 15:56:24 GMT

Please clarify: What state are you referring to?

Re: Stste tax on annuity payments from nonqualified annuities. There is a disconnect between the Federal Turbo Tax form and the State form.

Mike9241 — Fri, 14 Apr 2023 16:16:49 GMT

in the 1099-R section, there should have been a question about it not being from a qualified plan. that needs to be checked.

Re: Stste tax on annuity payments from nonqualified annuities. There is a disconnect between the ...

Dave K1 — Fri, 14 Apr 2023 16:51:22 GMT

The state is pennsylvania.

Re: Stste tax on annuity payments from nonqualified annuities. There is a disconnect between the ...

Dave K1 — Fri, 14 Apr 2023 17:07:59 GMT

The state is Pennsylvania.

Re: Stste tax on annuity payments from nonqualified annuities. There is a disconnect between the ...

Dave K1 — Fri, 14 Apr 2023 17:40:12 GMT

In the Retirement Income Summary in Turbo Tax, the following was shown:

Metropolitan Gross 6390 Basis --- PA Income 0

I clicked Edit and got:

Review your information about this PA retirement income of $0 received from Metropolitan.

If you need to make changes, or this doesn't seem correct to you, return to the federal retirement area to review your distribution codes. Then review this area of your PA tax return again.

THIS IS A RETURN OF EXCESS CONTRIBUTIONS FOR A PRIOR YEAR AND IS NOT TAXABLE.

I did as instructed and found that the distribution code in Box 7 of "7D-Annuity payments from nonqualified annuities" was correct and the PA Income of 0 did not change. But I know that PA Income of 0 is not correct.