DawnC
Expert Alumni

State tax filing

You will enter that when you prepare the state return.   You will come to the screen that says:

 

Let us know if you made any contributions to either of the following:

 

  • A Pennsylvania 529 Tuition Account Program (TAP)
  • Another State's 529 College Savings Plan

The amount you contribute can be deducted from your Pennsylvania taxable income and save you money. 

 

Did you make a 529 contribution in 2023?                                            

Answer Yes and enter the details on the next screen.

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Pennsylvania allows a maximum deduction of $17,000 per beneficiary, per taxpayer for 529 Tuition Account Program contributions made in 2023 to a Pennsylvania 529 Tuition Account Program or another state's 529 College Savings Plan.    Rollovers are not considered a contribution, and you are not allowed a deduction for any amounts you rolled over.
 

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