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howie49
New Member

How can I stop Turbo Tax from including our pensions payments from PA income ? We're both over 60 and shouldn't be taxed for pensions in PA.

 
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Accepted Solutions
AnnetteB
Intuit Alumni

How can I stop Turbo Tax from including our pensions payments from PA income ? We're both over 60 and shouldn't be taxed for pensions in PA.

As you go through your PA tax return, you will need to designate the type of retirement plan that you are receiving so that it will be excluded from PA tax.

If your pension does not fit into one of the special categories shown, then you should choose “I’m eligible, plan’s eligible (no PA tax)”. 

If you have already gone through the PA return, you can get back to this section to make the change by choosing Update beside the Income and Adjustments option. 


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1 Reply
AnnetteB
Intuit Alumni

How can I stop Turbo Tax from including our pensions payments from PA income ? We're both over 60 and shouldn't be taxed for pensions in PA.

As you go through your PA tax return, you will need to designate the type of retirement plan that you are receiving so that it will be excluded from PA tax.

If your pension does not fit into one of the special categories shown, then you should choose “I’m eligible, plan’s eligible (no PA tax)”. 

If you have already gone through the PA return, you can get back to this section to make the change by choosing Update beside the Income and Adjustments option. 


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