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type of distribution plan for state filing

I'm filing my state taxes and I'm at the review stage. It says: "Gross Compensation Worksheet: State ID for Form 1099R enter a PA Distribution type." I don't know what to choose here?? I started receiving my pension from work and I need to supply an answer to this to send it! My 1099R for says: General Retirement Plan for Employees of Carpenter Technology. Distribution code is 7. That stands for Normal Distribution.  They are taking PA taxes out of my Pension. Does anyone have an idea as to how I should answer the question in Turbo Tax?

 

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2 Replies
KrisD15
Expert Alumni

type of distribution plan for state filing

If the screen you are referring to has a drop down list, please look at the linked answer: 

 

"If you are asking about what type of retirement plan you have, in many cases, you will answer "plan's eligible", if indeed your plan is eligible for exclusion in Pennsylvania.

You may need to contact your retirement plan administrator and ask if their plan is eligible for exclusion in Pennsylvania. Please read on...

 

On the Pennsylvania return, you need to manually indicate which retirement distributions are not taxable (because some are taxable).

In the Pennsylvania state interview, you will come to a screen entitled "What kind of retirement income do you have from Pennsylvania?" Actually, you'll get one of these for each 1099-R you enter on the federal.

The second line identifies which 1099-R this screen is referring to. The screen says "Pennsylvania needs us to get really specific about the kind of retirement income you're receiving from [name]." (where [name] is the name you gave your 1099-R on the federal return).).

This screen wants to know what type of pension this is since some pensions are taxable in Pennsylvania.

At the box entitled "State Type Code", pull down the menu.

Choose "I'm eligible; plan's eligible (no PA tax)" if the following applies:

Original answer

 

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type of distribution plan for state filing

Thank you!!! That answered my question. 🙂

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