I am being asked to provide the type of retirement income for various annuities we received due to death (code 4D on the 1099-R forms) on our PA state tax return. I confirmed with the financial institution that these are all classified as annuities.
So when asked about what kind of retirement income we are getting (see below), am I choosing the correct state code "Annuity or non Civil Svc disability"? See below:
Yes, you are choosing the correct type of annuity. After you choose "Annuity or non Civil Svc disability" you will then be asked to enter your basis which would be the amount that the person you inherited it from already paid taxes on. You may be able to get this information from the institutions that have distributed the annuities to you.
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