PA schedule B

Forum|Forum|3 years ago
March 10, 2023
8 replies
50 views

Can I view the detail of PA Schedule B before I pay for it? I don't understand where they get the total from. I'm not getting the same result as I do when I do it by hand.

TurboTax PLUS Online

ErnieS0

Level 15

No. You can only view a tax summary in TurboTax Online before paying for your return. You can pay and then preview your return and make changes before filing.

See How do I preview my TurboTax Online return before filing?

Did you have any U.S. government interest or tax-exempt interest dividend income? You can check your dividend entries.

Type dividends in Search (magnifying glass) in the top right
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On “Your investments and savings” Edit your dividends

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cyndilou22Author

Level 2

Yes, I have a 1099 DIV with an amount in line 12 " Exempt Interest Dividends". Some of it is taxable in PA, which seems like that is the amount that goes on line 3 of Schedule B (by reading the instructions). But then that amount is deducted from line 1. Then you have to add the total of line 12 back in. So that leaves you with the amount that is NOT taxable in PA actually included in the total of schedule B. And no matter which $ figure I use in line 3, I don't get the same answer that Turbo Tax gets. And there is really only 2 figures to choose from for line 3. The taxable part or the non taxable part.

DianeW777

Level 15

When the Exempt Interest Dividends are entered in your federal return and you use the screen 'Tell us more about your exempt-interest dividends' you select 'I earned exempt-interest dividends in more than one state'. Enter the amount that is earned through Pennsylvania (PA) sources. Then select 'Multiple States' for your second state and enter the remainder of the exempt-interest dividends.

Once the PA return is completed and you review your PA final summary of income you should see the correct total of taxable dividends less the PA exempt amount. In my test this proved to be true in TurboTax Online and TurboTax Desktop. See the image below for assistance.