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February 20, 2025
Question

State ID for Form 1099 enter a PA Distribution type (dropdown choices)

  • February 20, 2025
  • 1 reply
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I took a gross distribution from an IRA I inherited. What am I supposed to choose from the dropdown list in the section: "Gross Compensation Worksheet: State ID for Form 1099R enter a PA Distribution Type"?

    1 reply

    DMarkM1
    February 27, 2025

    Typically, the code in box 7 will be "4" for an inherited 1099-R and if that is the case select "I'm eligible; plan's eligible (no PA tax) from the drop down list in the PA state interview.  

     

    If the code in box 7 is something else there is a table on pages 29-30 in the PA Personal Income Tax Preparation Guide that shows the PA taxability based on the box 7 codes.  The table and guide will help you make other selections, if needed.   

     

     

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