Screen PA529 - Pennsylvania 529 Contributions (1040)

Overview

Use this screen to allocate contributions to a 529 Plan to Pennsylvania part-year or nonresident returns and to complete Schedule O, Other Deductions, Part 1.
note
This screen only appears if you mark the state return as a part-year or nonresident return. To do so, select
File
,
Client Properties
, then the
Pennsylvania
tab and verify the applicable Part-year Resident or Nonresident option is selected.

General Information

Use this section to enter the in-state contribution amount for Pennsylvania part-year or nonresident returns. This screen requires data entry on the federal 1099Q screen. For more information, see Schedule O, Part I - Qualified 529 Plan Contribution Deduction.

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