Question

Wife PA resident, 62. Converted funds from 403 to IRA then rolled to Roth - should not be taxed by PA / turbotax shows as income for PA - why? incorrect entry on federal

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Make sure your 1099-R entry in your Federal return is correct. Pay close attention to the follow-up questions after your entry.

There should be a Code G in Box 7 on the 1099-R indicating a Rollover.

If you transferred 100% of the IRA distribution into a Roth IRA, you are correct that it should not be taxable on your state return.

Click the link for more info on this from the Pennsylvania Dept of Revenue.

Please contact Phone Support or TurboTax Live if you can't resolve your issue or give us more information so we can try to assist you further.

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