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Old 09-15-2016, 12:41 AM   #1
billyloon
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Roth conversion subject to PA state income tax for a part-year resident?

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Hello, my mother is 65 years old, has been retired for all of 2016, and she collects Social Security & Pension benefits. She was a PA resident for the first half of 2016 but she moved to and established residency in Texas for the second half of 2016. She will file 2016 income tax in PA as a part-year resident. I am thinking of converting her Traditional IRA to a Roth IRA while she is a Texas resident. Would the Roth IRA conversion be subject to PA state income tax if she files as a PA part-year resident even if the conversion happened after she became a Texas resident? Thank you!
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