Retirement tax questions
It depends upon what you need to indicate. Most times your entries in the Federal section flow into your state return. You can review your input in the state section as well to ensure the question is answered correctly as follows.
You will need to make your adjustments in the state interview section of the program.
- 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.
Proceed through the state screens until you see the screen titled Retirement Income Summary. Select Edit to the right of the applicable retirement distribution.
You will then be prompted to confirm the tax treatment of your retirement distribution on the screen titled Tell Us About your Retirement Income.
