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.

gary0918
New Member

Non-qualified distribution code

My non-qualified annuity is coded as a 7D distribution and should be taxable in PA. But TurboTax says it is not taxable. How do I correct this?

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.

2 Replies

Non-qualified distribution code

The taxable amount should be in box 2a.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
DMarkM1
Employee Tax Expert

Non-qualified distribution code

In your PA state interview you will arrive at a page titled, "What kind of retirement income do you have from PA?"  In the dropdown box select "Insurance and endowment".  Continue through the interview.  Later in the interview you will be asked to confirm the amount of the taxable commercial annuity. 

 

 

 

 

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

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies