topic !099 R in Retirement tax questions

!099 R

Charles Kelly — Wed, 01 Apr 2026 17:06:54 GMT

I completed entries for my 1099 R and checked the entries several times. During the error check - I am receiving a message Check This Entry - Gross Compensation Worksheet State ID for Form 1099R enter a PA Distribution Type. The drop down list does not show an option for a 401K withdrawal (a normal distribution with no rollover). What option should I select? Can I enter text myself in the box?

Re: !099 R

DavidD66 — Wed, 01 Apr 2026 18:17:18 GMT

If it is a 401(k) or IRA distribution and you are 59 1/2 or or older, and the box 7 code on the 1099-R is 7, then you should select T13 - "I'm eligible; plan's eligible (no PA tax)".

Re: !099 R

Charles Kelly — Fri, 03 Apr 2026 21:09:30 GMT

Thank you! Appreciate the quick respone.