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New Member
posted Jan 25, 2020 10:39:18 AM

Error in PA tax software

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.

0 2 947
2 Replies
Expert Alumni
Jan 27, 2020 2:16:32 PM

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.

New Member
Jan 27, 2020 7:52:38 PM

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.