Question

I live in Pa. but get my pension from okla. Turbo tax is trying to apply my Oklahoma pension to Pennsylvania

Forum|Forum|5 years ago
July 15, 2020
1 reply
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I receive my pension from Oklahoma and Turbo tax insist on applying it to Pennsylvania. I didn’t earn a dime in Pa.

Where do you live? Pennsylvania? You generally report pension income in the state where you received it, not the state in which you contributed the money to it.

Note, however, that Pennsylvania does not tax a lot of retirement income. That's why you are asked to describe each 1099-R that you received.

You may want to contact your retirement plan administrators to see if the plan is considered a "qualified plan" for Pennsylvania purposes. See this discussion of the taxation of retirement plan distributions at the Pennsylvania Institute of Certified Public Accountants. (The state website does not have as clear an explanation).

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