ErnieS0
Expert Alumni

State tax filing

You can make an adjustment in TurboTax CD/Download.

 

See How do I switch from TurboTax Online to TurboTax CD/Download?

 

Once you are in Pennsylvania, go to “Interest Income Summary” and EDIT your U.S. Savings Bonds.

 

  1. On “Adjust Federal Interest Income,” say YES
  2. On “Adjust Federal Interest Income,” enter the total amount in Adjustment Amount and choose Other adjustment.

This will make your Saving Bond interest non-taxable for PA. However, it will put the subtraction on line 8 instead of line 7 of PA Schedule A. 

 

You can print this form, white out the description and amount on line 8, and enter the amount on line 7.

 

The Override Method

 

You can also override your entries.

 

  1. Tap Forms in the top right corner
  2. Find Sch A TP or SP. If you do not see this form in the left column, select Open Form, click on + next to Pennsylvania and highlight Sch A TP or SP, then Open Form
  3. Change line 8 to $0
  4. Highlight Box 7, then right click and select Override or tap CTL-D on your keyboard
  5. Enter the correct number

An override will prevent you from e-filing your PA return and voids the 100% Accurate Calculation Guarantee.

 

@dpp1

 

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