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March 2, 2024
Question

My Total Payments and Credits is listed as $730, but my state refund is $360. Why isn't the PA Forgiveness Credit of $370 that TurboTax said I have included in my refund?

  • March 2, 2024
  • 1 reply
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1 reply

LindaS5247
March 4, 2024

There are several requirements that you must meet to receive the PA forgiveness credit. 

 

They include:

 

  • You must be subject to the Pennsylvania personal income tax, and
  • You are not a dependent of another person for the purpose of Internal Revenue Code (IRC) § 151 of the IRC of 1986, except as explained in Part II, Section C of this chapter, and
  • Your  poverty income does not exceed certain eligibility amounts.
  • You are not a ward of a federal, state or local prison, a patient in a federal or state hospital or student at a federal, state or local residential school for ½ year or more.


And keep in mind that the PA Tax Forgiveness is a credit against your PA tax that is due.  You can use it to reduce all or part of your PA tax that is due.  It is not a refundable credit.  In other words it is limited to the tax due on your return, you do not get it as a refund if you do not owe tax above that amount.

 

You can preview your Pennsylavannia state tax return to see how it works using the steps below.

 

You can preview your return in the TurboTax Desktop software by following these steps:

  1. With your return open in TurboTax, select Preview from the File menu at the top. (If you don't see "Preview," open your return, not just the program).
  2. In the pop-up window, choose the set of forms you wish to see (all official forms, specific forms, etc.) and select Preview.
  3. Scroll down to view all the forms if you chose to preview multiple forms.


You can view your entire return or just your 1040 form before you e-file using TurboTax Online as follows:

 

  1. Sign in to your TurboTax account.
  2. Open or continue your return.
  3. Select Tax Tools from the menu (if you don't see this, select the menu icon in the upper-left corner).
  4. With the Tax Tools menu open, you can then:
    • Preview your entire return: Select Print Center and then Print, save or preview this year's return (you may be asked to register or pay first).
    • View only your 1040 form: Select Tools. Next, select View Tax Summary in the pop-up, then Preview my 1040 in the left menu.


Click here for additional information from the Pennsylvannia  Department of Revenue.

 

Please feel free to come back to TurboTax Community with additional information or questions or click here for help in contacting Turbo Tax Support. 

 

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