topic Can you help me find out why my return shows me being taxed by Pennsylvania for my Pennsylvania pension? It is not subject to state tax. Thank you! in Retirement tax questions

Can you help me find out why my return shows me being taxed by Pennsylvania for my Pennsylvania pension? It is not subject to state tax. Thank you!

mcachara — Tue, 10 Feb 2026 09:12:30 GMT

Re: Can you help me find out why my return shows me being taxed by Pennsylvania for my Pennsylvania pension? It is not subject to state tax. Thank you!

xmasbaby0 — Mon, 29 Jan 2024 20:59:20 GMT

Did you enter your 1099R in the right place in your federal return? Information flows from your federal return to the state return. If you entered it in the wrong place for federal that is what is causing the issue---because PA does not tax retirement income.

Check your federal:

To enter your retirement income, Go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals to enter your 1099R.

Re: Can you help me find out why my return shows me being taxed by Pennsylvania for my Pennsylvania pension? It is not subject to state tax. Thank you!

SteamTrain — Mon, 29 Jan 2024 21:50:25 GMT

....Also, you need to note, that when you first put it into the 1099-R form in the Federal section, the $$ will be added to PA income.

BUT

When you get to thee PA Q&A there will be a follow-up question about where it came from.....and that's where the $$ are removed from PA income...if it's eligible to be removed.

Just get ALL of your Federal section filled in first, and deal with PA later.

________

Here's and old picture of what they asked in the PA section...I don't know what choices they are displaying this year: