topic Re: 1099 -R Distribution Code 4D in Retirement tax questions

In PA, what is the "State Type Code" for retirement income for an inherited IRA? I'm under retirement age. Already entered in fed section, but that didn't help in state.

gldiorio — Wed, 05 Jun 2019 01:47:48 GMT

Note: the only options that appear remote possibilities are: no entry, early distribution from a ret. plan, rollover, I'm eligible; plan's eligible (no P. tax), I'm not eligible yet; plans' eligible in Pa, Traditional or Roth IRA -over 59.5, Traditional or Roth Ira, under 59.5, non-qualified deferred comp plan, life insurance or endowment,

I'm eligible, plan eligible will result in the retireme...

re2boys — Wed, 05 Jun 2019 01:47:50 GMT

I'm eligible, plan eligible will result in the retirement plan distribution not being taxed. For info on what is taxable or non taxable, see: https://revenue-pa.custhelp.com/app/answers/detail/a_id/1470

An inherited IRA is generally coded 4 in box 7 of the 1099R and is not taxable unless marked 4D.

Thank you!

gldiorio — Wed, 05 Jun 2019 01:47:51 GMT

Thank you!

Re: I'm eligible, plan eligible will result in the retireme...

jmitch171 — Wed, 17 Jul 2019 16:55:39 GMT

so what do you enter for the state type code if it is marked as 4D?

1099 -R Distribution Code 4D

Tom R S — Mon, 04 Mar 2024 19:49:02 GMT

What PA State type code do I use for a 1099-R distribution code 4D?

Re: 1099 -R Distribution Code 4D

LindaS5247 — Mon, 04 Mar 2024 20:15:43 GMT

Please clarify your question. Are you asking about entering Box 15 of your Form 1099-R?

Please feel free to come back to TurboTax Community with additional information or questions or click here for help in contacting Turbo Tax Support.

Re: 1099 -R Distribution Code 4D

Tom R S — Mon, 04 Mar 2024 21:16:00 GMT

No, I am asking what "State Type Code" I should choose for 1099_R distribution code 4D while preparing my PA return in TurboTax.

Re: 1099 -R Distribution Code 4D

DaveF1006 — Tue, 05 Mar 2024 21:00:55 GMT

The distribution code 4D indicates that this is a non-qualified annuity that you have inherited. The best State Type Code that fits is a Non-qualified deferred comp plan.