BillM223
Expert Alumni

Get your taxes done using TurboTax

"none of the retirement information was transferred to my PA form. " Could you clarify which PA form you are talking about, the input screens or the output tax forms? Also please tell us which information was not transferred to your PA form.

 

The way it should work is this:

 

The first paragraph on the page "What kind of retirement income do you have from Pennsylvania?" states, Pennsylvania needs us to get really specific about the kind of retirement income you're receiving from XXXXX, where XXXXX is the name of the payor of the first 1099-R.

 

After you enter the State Type Code, you hit Continue. Then, instead of going to a new page, you go to a page that is identical, except that the payor's name (XXXXX) is changed to the name on the second 1099-R.

 

This continues until all the 1099-Rs have been processed. This is how you tell TurboTax is each pension or retirement distribution is taxable or not in PA.

 

If you meant something else, come back and tell us.

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