Data Recovery Pennsylvania

Pennsylvania Misc Comp Worksheet, Column 7, what goes there?

If the distribution code is 1, 2, J, L, or S from the 1099R, enter your adjusted basis in the plan. (generally the sum of your plan contributions less the sum of prior distributions which were previously treated as nontaxble as a recovery of such contributions)

Where do I get that data? All I have is a 1099R .. Can they make it any more complicated? geeez

We get alot of 1099-R’s for retired Michigan employees. That information is in various boxes on the 1099-R that are added to the required federal boxes.

You might try contacting the company that gave you the 1099-R.

Erie Technology Solutions Erie PA


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