PA 529 tax deduction issue

[user17704029291]

Hello,

I'm filling jointly with my husband. My understanding is that each of us can contribute up to $19000 in 2025 and get deduction on PA state tax. But when I fill our state tax return in turboTax, it wouldn't allow to deduct any contribution from my husband. Is this correct? Thanks!

[AmyC]

It depends. PA 529 FAQs states: Pennsylvania taxpayers can deduct up to $19,000 in contributions per beneficiary per year ($38,000 if married filing jointly, assuming each spouse had income of at least $19,000) from their Pennsylvania taxable income for the purposes of determining their state income taxes.

You may want to review his income sources and what stats are selected.

[user17704029291]

Thanks for your reply. I did research the rules before asking this question. Both my husband and I make more than $19k and the filing status is married jointly. I’m filing my state return together with my federal. The filing status was pulled directly from the federal return filing. 

[AnnetteB6]

In order to take a closer look at this situation and either offer you a solution or submit it for further investigation, a diagnostic tax return file is needed.  The diagnostic file is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:

TurboTax Online:

1. Sign into your online account.
2. Locate the Tax Tools on the left-hand side of the screen.
3. A drop-down will appear. Select Tools
4. On the pop-up screen, click on “Share my file with agent.”
5. This will generate a message that a diagnostic file gets sanitized and transmitted to us.
6. Please provide the Token Number that was generated in the response.

TurboTax Desktop/Download Versions:

1. Open your return.
2. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” *
3. This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us.
4. Please provide the Token Number  (including the dash) that was generated in the response.

*(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)

 @user17704029291