MN dhawk Posted March 3, 2011 Report Share Posted March 3, 2011 A retired client moved to PA. I read in the instructions that neither Social Security or IRA's are taxable in PA but ATX wants to include the IRA's. Taxpayer has no basis. Is there a way to get the IRA's out of PA income without overrides? Thanks. Quote Link to comment Share on other sites More sharing options...
taxit Posted March 3, 2011 Report Share Posted March 3, 2011 On the PA 40 form , at the bottom , click on the 1099r tab. At the far left click on the drop down and mark it not taxable for PA. Quote Link to comment Share on other sites More sharing options...
Kimberly K Posted March 3, 2011 Report Share Posted March 3, 2011 A retired client moved to PA. I read in the instructions that neither Social Security or IRA's are taxable in PA but ATX wants to include the IRA's. Taxpayer has no basis. Is there a way to get the IRA's out of PA income without overrides? Thanks. Your profile doesnt say what state you are from, so I am assuming you are not from Pa from your question. There is also a Property tax rebate form that your client might be eligable for. Form PA1000 the IRA distribution, 1/2 of the Soc. Sec. and any other income is added to this form. You will need to know how much they paid in Real Estate Taxes/ or Rent. Quote Link to comment Share on other sites More sharing options...
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