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New Member
posted Feb 27, 2023 3:13:30 PM

Unable to adjust Pennsylvania state filing dividend income. Can someone please tell me now to fix this?

I have moved out of state and want to adjust my dividend income.  The software is not letting me.  I was able to adjust interest income without issue.  

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1 Replies
Expert Alumni
Feb 27, 2023 3:56:16 PM

If you moved during 2022, the state will tax you on all of your income for the period of time you were a Pennsylvania resident.

 

Nonresidents are not subject to Pennsylvania personal income tax on dividend income paid on investments in corporations or mutual funds headquartered or located within Pennsylvania. Part-year residents are not subject to tax on dividend income received while a nonresident of Pennsylvania. See here for more information from the state of Pennsylvania.

 

The Pennsylvania interview will prompt you to answer a series of questions to identify any income that needs to be treated differently for Pennsylvania. If you are filing a Nonresident return, the dividends may already have been excluded for Pennsylvania with no further entries needed.

 

You can preview your return before filing to find out how your taxes were calculated and to review the completed forms. See here for details.