HelenC12
Expert Alumni

State tax filing

@Spin    Are you getting taxed on the PA return for the Bond EE interest?

 

  • I recreated the Bond EE interest and it carries over to the PA state return, from the federal return. It is on the Interest Income Summary screen however, PA does not tax it. If you are not getting taxed on the Bond interest, do not make any adjustment.
  • Note: When I entered the adjustment, it did not affect my refund or amount due.
  • Make sure you entered the Bond interest correctly on the Federal return. See the screens below. I've included the Online version and the CD\Download version.

Per PA Department of Revenue: Interest from direct obligations of the United States Government, the Commonwealth of PA and political subdivisions of Pennsylvania is not taxable for PA purposes. The interest from U.S. Treasury Bonds, Notes, Bills, Certificates, and U.S. Savings Bonds is not taxable; the interest you receive from obligations of other states or countries is taxable income.2019 Bond EE PA Online.png

2019 Bond EE PA CD.png

[Edited 3-11-2020|6:12 am PST]

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"