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Level 2
March 12, 2026
Question

PA state tax rollover code H question

  • March 12, 2026
  • 1 reply
  • 0 views

I am doing my PA state return. It is stating to check entry- Gross Compensation Worksheet. Basis in retirement plan PA is marked as rollover, however, Federal is marked H (not a rollover), enter cost basis or enter "0".

Why does it say code H is not a roll over when the back of 1099R says is absolutely is into a Roth.

Why does it said that and what to do next?

    1 reply

    Level 15
    March 18, 2026

    You should enter the same amount for you cost basis as the rollover (box 1 on your Form 1099-R).

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