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1099R

Forum|Forum|6 years ago
February 2, 2020
1 reply
6 views

PA taxes. on my 1099R box #7 has #7 in it. It is now asking. . .What kind of retirement income do you have from PA. PA wants to be specific about what you are receiving. Most choices do not apply, but 2 choices, I'm eligible, plans eligible, (no PA TAX) or

I'm not yet eligible, plans eligible I'm 62 so I think over 591/2 is eligible, correct?

Thanks for any help, just want to be clear on whether I owe PA tax on this qualified distribution from 401k

Best answer by JotikaT2

Yes, you are correct.

Distribution Code 7 in Box 7 is a normal distribution and is treated as nontaxable to Pennsylvania if you have met the plan requirements.

See the attached link for more detailed information.

PA retirement distributions

There is also a section you can answer within the Pennsylvania state section where you can indicate the income is not taxable.

At the arrow, under state tax code, you will select the option "I'm eligible, plan's eligible (no PA tax)". This will ensure your retirement is not taxed within PA.

PA input

Employee Tax Expert

Answer

Employee Tax Expert

Yes, you are correct.

Distribution Code 7 in Box 7 is a normal distribution and is treated as nontaxable to Pennsylvania if you have met the plan requirements.

See the attached link for more detailed information.

PA retirement distributions

There is also a section you can answer within the Pennsylvania state section where you can indicate the income is not taxable.

At the arrow, under state tax code, you will select the option "I'm eligible, plan's eligible (no PA tax)". This will ensure your retirement is not taxed within PA.

PA input

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