Go Back   Tax Forum - Payroll, Accounting and Tax Help Forum > State Taxes > Pennsylvania Taxes

We Recommend

Post New Thread  Reply
Thread Tools Display Modes

We Recommend

Old 09-15-2016, 12:41 AM   #1
Junior Member
Join Date: Sep 2012
Posts: 4
Rep Power: 0billyloon is on a distinguished road
Read. Ask. Learn.
Roth conversion subject to PA state income tax for a part-year resident?

Registered users do not see advertisement
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!
billyloon is offline   Reply With Quote
We Recommend

While you may find opinions of forum members useful, they don't take the place of professional legal advice. TaxForum.us suggests that you find professional legal help for all your legal questions since every situation is different and depends on your state tax laws.

The information presented on this site comes without any warranty of correctness and, therefore, should not to be relied upon as professional advice. No attorney client relationship is created through use of this site.
Post New Thread  Reply

Special Offers
Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off

Forum Jump

All times are GMT. The time now is 03:15 PM.

Free Tax Help® Version 3.8.4
Copyright ©2000 - 2017, Jelsoft Enterprises Ltd.

Approved TurboTax Affiliate Site
TurboTax and TurboTax Online, among others, are registered trademarks and/or service marks of Intuit Inc. in the United States and other countries. Other parties' trademarks or service marks are the property of the respective owners.
vRewrite 1.5 beta SEOed URLs completed by Tech Help Forum and Chalo Na.