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New Member
posted Mar 5, 2021 7:46:26 AM

Pa tax

I live in Pa.  My income is from pension and social security, in Pa . This income is not taxed yet turbo tax completed my state tax return and has me owing the $1208.  This incorrect . How can this error be corrected

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2 Replies
Level 15
Mar 5, 2021 8:12:08 AM

Was your pension reported on a W-2 form, or a 1099-R?  Are you age 60 or more?  Be sure you entered both it and your SSA-1099 form in the correct location of the program.

 

Your retirement is NOT taxable for PA income tax if you retired AFTER meeting the eligibility requirements for separation from service by retirement based on old age, infirmity, long-continued service, or a combination of old age and infirmity and long continued years of service.  Also see:

How do I know if the amount on my 1099R (1099-R) is taxable on my PA Personal Income Tax Return? (custhelp.com)

 

Unless you are filing a PA return  to recoup state taxes withheld (or for some other reason), you can probably skip the state return altogether.  If taxes were withheld, could the $1208 actually be a refund, rather than taxes due?

New Member
Mar 8, 2021 11:34:33 AM

It is not a refund.  I am told by turbo tax rep I will have to submit an amended return