457(f)

[cdavis25]

Is a one lump sum distribution from a 457(f) Plan to a participant over 59.5 subject to PA state tax? Now, don't everyone jump in at once.

[jpod]

I'm in PA. I don't think 59-1/2 has any relevance. It is taxable unless it qualifies as the type of plan described in the PA regulations (and to a certain extent in the Personal Income Tax return instructions) as the type of plan eligible for tax-free treatment.

[cdavis25]

Tks jpod. I was thinking the same thing and called the PA revenue department too. The rep told me it was, but I was not sure if she was 100% confident in her answer.