Error in PA tax software

Forum|Forum|6 years ago
January 25, 2020
1 reply
14 views

Pennsylvania taxable income from a qualified pension is not showing up as taxable in the TT PA tax software. How do I override the error? Going back to the Federal software and trying to correct from there has no effect.

JFRAHER

Level 7

Distributions from a qualified pension plan are excluded from PA taxable income.

From the PA website:

Certain items are excluded from the definition of taxable compensation. These items include, among other things:

Income received for active duty military service outside the Commonwealth of Pennsylvania;
Income received for active State duty for emergency within or outside the Commonwealth of Pennsylvania;
Periodic payments for sickness and disability other than regular wages received during a period of sickness or disability;
Disability, retirement or other payments arising under workmen's compensation acts, occupational disease acts and similar legislation by any government;
Payments commonly recognized as old age or retirement benefits paid to persons retired from service after reaching a specific age or after a stated period of employment;
Public assistance or unemployment compensation payments by any governmental agency;
Payments to reimburse actual expenses;
Personal use of an employer's owned or leased property or of employer-provided services; or
Compensation does not include guaranteed payments to a partner even if they are for services.

ScottDAuthor

Level 2

Thank you so very much. I have never been more happy to admit that my assumption of an error in the softeare was not correct. The software IS correct for PA filers.