Why is turbotax showing taxes due on my retirement account in PA?

Forum|Forum|1 year ago
July 26, 2024
3 replies
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Does PA tax retirement accounts?

TurboTax Live Deluxe Online

Best answer by SteamTrain

In prior year's software, the PA retirement income didn't get taken out until you started thru the PA Q&A.

If it's the same this year, get all of your Federal entries in first, and when that's fully filled in (including any 1099-R and SSA-1099 forms). Then start thru the PA state questions, and the software will ask about your retirement income, and it gets removed from PA income at that time (assuming you are retired and not taking $$ early...not sure what age it starts for PA)

xmasbaby0

Employee

PA does not tax retirement income. What kind of retirement income did you enter---and where exactly in the software program did you enter it?

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

SteamTrainAnswer

Employee

In prior year's software, the PA retirement income didn't get taken out until you started thru the PA Q&A.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

LenaH

When you are going through your Pennsylvania return, you will get to a screen in which you have to indicate the type of retirement distribution you have from the drop down menu. Please choose a state type code from the list and continue through your return. If eligible, it will not be taxed on your Pennsylvania return.