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March 19, 2020
Question

My wife's retirement is being taxed by the state of PA and it was not taxed in 2018. Why?

  • March 19, 2020
  • 1 reply
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1 reply

ReginaM
March 19, 2020

Typically retirement income is not taxed in the State of Pennsylvania.  You may want to review your data that you entered for Pennsylvania.  Here's how:

  1. While you are in your Tax Home,
  2. Select State,
  3. Select Edit next to the State of Pennsylvania,
  4. Follow through the on-screen prompts,
  5. When you get to this screen, make a selection from the drop down menu:
  6. When you get to the next screen, make a selection from the drop down menu.

Correcting these two screens should fix your wife's retirement income in your State of Pennsylvania return.

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