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February 27, 2025
Question

We had to take a RMD from an inherited IRA - what do we chose for the PA state type code for inherited IRA distributions?

  • February 27, 2025
  • 1 reply
  • 0 views
Non of the options show Inherited IRA as an option, its not a normal RMD so I am hesitate to chose any of the options.

    1 reply

    DaveF1006
    March 10, 2025

    Your state form won't ask about this because you have already reported this information in your federal return.  The only information that is asked in your state return is.

     

    1. What type of retirement income do you have in PA? Here indicate this is a traditional or Roth IRA.  I'm over 59 1/2.
    2. The second screen will then inform you that this distribution is due to death and not taxable for PA purposes, which is true. 

     


     

     

     

     

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