I am a part-year PA resident. I moved from NJ to PA the very end of October 2019. So about 2 months in PA.
1. I am getting a penalty for underpayment of taxes. I was so busy moving, my thoughts were not on tax payment. Is there a way to avoid the penalty for someone very new here?
2. Is this right? For form 1099-R (pension and RMD), the TT PA form has the full amounts. I had understood that PA taxes no retirement income. For the pensions I selected the PA Distribution Type, I13 "I'm eligible; plan is eligible (no PA tax)". The RMD is "J1 Traditional or Roth IRA, over 59.5" Are these right?
3. Dividends - TT PA form does not ask what portion is for PA (NJ does). I've only been here 2 months. There is also an instruction "Check this box for each line item that represents a PA tax-exempt dividend". But TT fills in nothing, and one (tax exempt interest) is a mix of NJ and PA tax exempt muni bond funds. So it is getting fully taxed for the entire year for PA incorrectly. I had the NJ funds when in NJ, sold them and when in PA for 2 months have the PA funds. What can I do in TT?
