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user17739526876

Level 2

Question

Pennsylvania Tax Exempt Dividends

Forum|Forum|2 months ago
March 19, 2026
1 reply
1 view

Dividends from my Fidelity account are 50% exempt from the Pennsylvania tax revenue. When I make this adjustment on my federal form it DOES NOT appear on my PA tax return. I tried serval times now no luck is there anyway of making the adjustment directly on the State Forms?

Level 12

are you referring to MM fund dividends, 50% sounds like SPAXX. Just to confirm - what adjustment did you make... after 1099-DIV input there is a supplementary question where you provide the US Gov Obligations $ amount in Box 1a.

user17739526876Author

Level 2

I tried that it still does not come through to the PA tax forms if you try to make an adjustment in the PA tax forms. It will not allow you to do that either

Level 15

There are 2 steps to make PA give you the adjustment.

Step 1 The federal side

Edit the 1099-DIV
Uncommon situation
Check a portion from US Government
Continue
Enter the amount
Continue

Step 2 The state of PA

Continue through the screens
Look for Dividend Income Summary
Edit the dividends containing the exempt amount
Adjust federal dividend income screen asks for the PA adjustment
Enter the PA amount
Enter the type of adjustment
Check the box for type of tax exempt PA obligation
Continue

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