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Retirement tax questions
I reviewed your return and found a couple of things.
- I looked at Schedule 1 and noticed that you reported $745 as a taxable refund offset. Unless you itemized deductions in 2022, you don't need to declare this as income. You may remove this unless you itemized deductions in 2022 and claimed the refund as a itemized deduction in 2022.
- Secondly, you are correct. The information regarding the pension wasn't recorded in the PA return. You will need to add this to your PA return.
- Open up your PA return.
- Go to Income and Adjustments
- Go to Miscellaneous Income Summary
- Select add another payment
- When it asks for type of income, indicate other.
- Then list the same amount ($5119) for federal and PA.
As an FYI, if the taxable refund offset is taxable because you itemized deductions in 2022, this would need to reported here as well. For some reason, Federal Schedule 1 income did not populate into the PA return.
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March 27, 2025
3:41 PM