Questions & Answers

What is a Code 3 or 4 Death or Disability Distribution?

If Box 7 of your 1099-R shows a 3 or 4 in it, this is a distribution due to death or disability. Distributions due to death or disability generally aren't taxable for Pennsylvania purposes.

However, if the distribution code is Code 3D or Code 4D, these distributions are taxable to the extent they're taxable for federal income tax purposes.

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