PA taxation of 403b distribution
What is pa taxation of 403b distribution?
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amTWC4uFar4yUOacwZ5xHE
02/07/12 4:58pm PST
Viewed by asker 02/10/12 3:15am PST
Viewed by asker 02/10/12 3:15am PST
4 Replies
RNuse
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02/07/12 5:51pm PST
The solution
If the plan qualifies for PA, taxpayer reached retirement age and retured then the entire distribution is not taxable. However if they don't meet the requirements anything over their contributions to the plan would be taxable.
Dusty2004
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02/07/12 5:54pm PST
RNuse gave a very good answer.
So to recap:
How old is your client?
Did they retire?
How much did they contribute?
How much did they withdraw?
Dusty
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02/07/12 6:05pm PST
Latest post
Pat:
Nice of you to come back and give a solved. Rnuse deserved it!
Dusty
