Any way to manually edit state return? Turbo tax is giving wrong code for pension rollover to IRA. It's correct on Fed return, I just need to adjust the PA code

seitzj99 — Sat, 03 Apr 2021 18:50:26 GMT

Re: Any way to manually edit state return? Turbo tax is giving wrong code for pension rollover to...

JotikaT2 — Mon, 05 Apr 2021 16:50:34 GMT

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.

topic Re: Any way to manually edit state return? Turbo tax is giving wrong code for pension rollover to... in Retirement tax questions

Any way to manually edit state return? Turbo tax is giving wrong code for pension rollover to IRA. It's correct on Fed return, I just need to adjust the PA code

Re: Any way to manually edit state return? Turbo tax is giving wrong code for pension rollover to...