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johndeininger
Returning Member

PA code for 1099r

I asked this question before and was told to use K2 but it doesn’t seem like the right one. I have added more info to the question

My wife was beneficiary to the following annuities after her mother’s death. Equitrust product type SPDA-5 non-qual annuity, security benefit product type non-qual and venerable product secure index opportunities plus non-qual. We received 1099R’s, all of them had code 4D in block 7. Equitrust had values in block 1 and 2a and will be distr over 5 years and avalue in block 5 and we paid some federal tax. Security benefit had value in block1 and 0.00 in block 2a total distribution was checked and a value in block  5 slightly larger than block 1 and no fed tax paid and venerable had values in block 1 and 2a, tot distr block was checked and we paid fed tax. I am using turbo tax and after finishing the fed section I downloaded the PA tax section. The program stated we need more information on the 1099R’s PA distribution code which there are multiple choices. N for none etc etc. it appears that the only choice I have is K1 annuity or non-civil disability

N  no entry

131PA school, state, or municipal employee plan

111United Mine Workers pension

132Military pension

133U.S. Civil service retirement/disability/annuity

K1 Annuity or Non-civil service disability (including Qual Joint Survivorship Annuity)

121 Early distribution from a retirement plan

112 Rollover

113 I'm eligible; plan is eligible (no PA tax)

122 I'm not eligibleyet; plan is eligiblein PA J1 Traditional or Roth IRA: I'mover 59.5

J2 Traditional or Roth IRA; I'm under 59.5

K2 Non-qualified deferred compensation plan K3 Life insurance or endowment

L Distributionfrom Charitable Gift Annuities M1 ESOP: Allocated ESOPStock Dividend

M2 ESOP: Non-AllocatedESOP Stock Dividend M3 KSOP: Taxable ESOP within a 401(k)

M4 KSOP: Nontaxable ESOP within a 401(k)

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