What are Code 1 & 2 Early Distributions?

If Box 7 of your 1099-R shows a 1 or 2 in it, that distribution is taxable for Pennsylvania purposes unless both of the following are true:

  1. Your pension or retirement plan was an eligible plan for PA tax purposes.
  2. You retired after meeting the age conditions of the plan or years of service conditions of the plan.

If your plan was not an eligible plan, or you have not attained the age or years of service required under the plan to retire, you must determine the PA taxable amount of your distribution.

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