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State tax filing
I created a Pennsylvania return and did as you described and I did notice that the Interest Income Worksheet showed taxable interest income. However, I noticed the amount did not transfer to the tax return Form PA-40. The worksheets do not get filed with your tax return, so the return may be correct and able to be filed. You can view a summary of your state tax return to see if the income is correct by following these steps, while working on your Pennsylvania tax return:
- Click on Tax Tools in the left menu bar
- Click on Tools
- Look under Other Helpful links….
- Choose View Tax Summary
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February 27, 2023
8:13 PM