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Taxable income listed on 1099R's for Pennslyvania

Both my wife and I are retired living in PA.  We receive 1099R's for all are sources of income. Some of our 1099R's have amounts in Box 16 "State Distribution" and in box 7 "Distribution Code" is 7, while other 1099R's do not have any amounts in box 16 but have a 7 in box 7. My question is regarding those 1099R's that have amounts in box 16, do I have to report that amount as taxable income for PA? I thought that PA does not tax retirement income e.g. pensions, IRA, 401K, social security. Thank you 

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MaryK4
Expert Alumni

Taxable income listed on 1099R's for Pennslyvania

No it is not taxable income, the amount on the 1099-R is showing that the retirement payor has you as a Pennsylvania resident.  In some states that tax retirement income, the company withholds state tax and if they did, it would be reported in the state boxes.   

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1 Reply
MaryK4
Expert Alumni

Taxable income listed on 1099R's for Pennslyvania

No it is not taxable income, the amount on the 1099-R is showing that the retirement payor has you as a Pennsylvania resident.  In some states that tax retirement income, the company withholds state tax and if they did, it would be reported in the state boxes.   

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

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