I rolled over my Roth 401K from my previous employer's investment institution to my current employer's investment institution. Just to add more details - when I made my Roth 401K investment 12 years back, I was in GA, while I am in PA now.
I was told that the transfer from one investment institution to another institution is tax-free because I am effectively not withdrawing the money, rather consolidating my retirement funds. However, when I filed my taxes, the PA state charged me taxes on my retirement funds above the basis. I am not sure if that is what PA does or I need to get it fixed. Please suggest.