Skip to main content
TurboTax
Community
TurboTax
Community
TurboTax
Community
C
csines1270
February 25, 2025
Question

For PA return it is asking for kind of retirement income but none of the options are what it is. How do i pick the correct thing?

  • February 25, 2025
  • 1 reply
  • 0 views
The money is from pension/annuity but they changed companies a couple times so i'm not sure what they have it as

    1 reply

    B
    BillM223
    February 25, 2025

    There is a general category, "I'm eligible; plan's eligible, no PA tax". This is for all retirement plans which you have and you are at 59 1/2, and generally eligible to retire within the plan.

     

    Yes, there are many different options, but if you have a qualified plan (401(k) etc. and annuities) and you are eligible to retire under the rules of the plan, you can use the category above

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

    Unlock tailored help options in your account

    Create an account
    TurboTax Expert Assist
    TurboTax Expert

    Get answers to all your tax questions

    Our experts are available on-demand, no appointment needed. Get help all year long with TurboTax Expert Assist.

    Terms & ConditionsAccessibility statement
    Intuit
    TurboTax Credit Karma QuickBooks MailChimp

    ©1997-2022 Intuit, Inc. All rights reserved.
    Intuit, QuickBooks, QB, TurboTax, ProConnect, and Mint are registered trademarks
    of Intuit Inc. Terms and conditions, features, support, pricing, and service options
    subject to change without notice.

    Security Certification of the TurboTax Online application has been performed by
    C-Level Security.

    By accessing and using this page you agree to the Terms of Use.

    Accessibility

    TRUSTe nResult Certified e-File C-Level Security Certification