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posted Mar 24, 2025 4:06:03 PM

Inherited Non Qualified Distribution - PA

In 2017, my husband inherited a non qualified plan from his aunt who lived in Arizona.  We live in PA.  I am trying to finish up our taxes and am being asked to provide the basis of the retirement income.  I do not remember ever having to provide this information in the past.  I looked at the PA Dept of Revenue site which did not help, and the TurboTax explanation but just cannot seem to figure it out.  Help!!!

 

Thank you!

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1 Replies
Expert Alumni
Apr 2, 2025 6:24:01 PM

If that information is not reported on the Form 1099-R or supplemental information included with the form, it is something you would have to get from whoever is paying the benefit.