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Retirement tax questions
That worked - I changed the code in Pennsylvania to 'I'm eligible; plan's eligible (no PA tax) and the tax liability in PA stayed the same (minimal tax). I did go back to update the Federal Tax questionnaire under Retirement Plans and Social Security to update the second 'checked' box - to remove the 'IRA/SEP/SIMPLE check I previously added.
Thx very much!
4 weeks ago