ErnieS0
Expert Alumni

State tax filing

You can change the coding in the Pennsylvania section to tell TurboTax that your pension is not taxable.

 

Here's how:

  1. Start Pennsylvania
  2. Continue to What kind of retirement income do you have from Pennsylvania?
  3. Select I'm eligible, plan's eligible (no PA tax) 

Distributions from an eligible Pennsylvania retirement plan is not taxable if you met the plan requirements (the age and/or years of service required by the plan) for retirement, and retired after meeting those requirements.

 

Refer to How do I know if the amount on my 1099R (1099-R) is taxable on my PA Personal Income Tax Return?

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