PA NON-TAXABLE RETIREMENT INCOME

[Max W]

Client receives 1099R from PA State employees Retirement with Code 2.

This is not taxable to state. How do you adjust for this?

There doesn't seem to be any form or worksheet where it could be adjusted.

Possibly, ATX is missing something.

TIA

[jklcpa]

It's either a box at the bottom of the 1099R input screen for public pension distribution, or when I had n/t pension for PA residents I would go to the PA40 input screen and use the 1099R tab and that worksheet to indicate which distributions were not taxable for PA.

[Max W]

There is a box for public pension distribution at bottom of 1099R screen, but when clicked it says "for MO & NC only)"

There should be a way to adjust this on PA W-2S, Part B, but there isn't.

Even tried entering $1 dollar for state distribution and that didn't help either.

???????

[joanmcq]

Have you tried putting a zero in the state distribution box?

[jklcpa]

Not on the PA W-2s, but on the ATX input form for the PA40 itself, does it still have the tabs across the bottom of the screen. That is the 1099R tab for a worksheet for PA40 line 1a that I was referring to. In ATX 2011, that screen's lefthand column said "select for PA purposes" that had a drop down selection that said "not taxable to PA".

Is there a screen that still looks like this:

[Max W]

Not on the PA W-2s, but on the ATX input form for the PA40 itself, does it still have the tabs across the bottom of the screen. That is the 1099R tab for a worksheet for PA40 line 1a that I was referring to. In ATX 2011, that screen's lefthand column said "select for PA purposes" that had a drop down selection that said "not taxable to PA".

Is there a screen that still looks like this:

PA Pension nontaxable.pdf

Eureka! That's it. Thanks for the help, everyone.