The first thing to do is get your PA taxable income to calculated correctly on your part-year resident return. After the return is correct, you may not have an underpayment penalty.
- As long as you have reached retirement age, the pension and RMD are not taxable by PA. Check your entries in for the 1099-Rs and the PA state tax return questions. The 1099-R boxes in TurboTax should "match" those on the actual 1099-R.
- For your dividends and taxable interest, there will be a question in the PA part-year resident return to report how much of your dividends were received while living in PA. You will need to manually calculate and enter the correct number.
- For the tax-exempt interest, there will be some provision in the state question to report this as taxable. When you get to that section of the PA return, exclude any PA tax-exempt interest from the "PA amount" you report.
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