turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

gaurav26
Returning Member

Is Roth 401K rollover (above cost basis) taxable in PA?

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. 

Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies