Retirement tax questions
You will make your state specific adjustment in the state interview section of the program this year.
- Select State in the black panel on the left hand side of your screen when logged into TurboTax.
- This will take you to a screen titled Let's get your state taxes done right. Click continue on this screen.
- You will see the following screen titled Status of your state returns. Select Edit to the right of Pennsylvania to review your entries.
Continue through the screens until you see What kind of retirement income do you have from Pennsylvania? There will be a drop down menu to the right of State Type Code. Select the arrow to select the appropriate distribution as it applies to your situation.
If you met all of the requirements of age and length of service, then retirement is excluded from income in Pennsylvania.
