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Level 2
posted Mar 10, 2025 2:10:01 PM

State filing (PA) for relocated biz in another state (FL)

At end of 2024 I closed my single-member LLC biz in PA which has state tax.  I established a single-member LLC biz in FL under the same in early 2024 as it was easier to close the PA biz than to transfer it to FL (and took a process and months to close the PA biz).  My FL residence was established in late 2023.

 

Anyway, I still had some biz in PA w/ the airport, a tax-exempt entity (they have papers for that), of approx 15K value from 2024.  I suspect I will need to file PA state taxes for the 15K and all income for 2024 under my Federal 1040 and Sched-C filing.  Or is it that my residence in FL circumvents any need for PA state filing, or do I have to file all 2024 income on a PA state return? Please advise...

 

If it matters, I'm using TurboTax H&B 2024 downloaded & installed to my Windows PC.

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1 Best answer
Expert Alumni
Mar 13, 2025 5:48:34 PM

Yes, you will need to file a Pennsylvania nonresident tax return and report all income sourced in Pennsylvania for the year. Any income sourced outside the state would not be included, as long as you became a resident of Florida by 12/31/2023. Florida has no state income tax.

5 Replies
Expert Alumni
Mar 13, 2025 5:48:34 PM

Yes, you will need to file a Pennsylvania nonresident tax return and report all income sourced in Pennsylvania for the year. Any income sourced outside the state would not be included, as long as you became a resident of Florida by 12/31/2023. Florida has no state income tax.

Level 2
Mar 14, 2025 5:41:50 PM

So I went on to continue the filing process of the PA-40 in TurboTax H&B to include the PA Schedule-NRH per having PA related income from the biz.  Problem is that TurboTax does NOT place the Schedule-NRH Part-II Line-7 amount to the PA-40 Line-4 as stated in the PA-40-NRH instruction (as "Enter the amount on Line 4 of PA-40.")  It instead adds it to the Line-4 values under Schedule-NRH and INCLUDES the biz Schedule-C profit/loss amount leaving a taxed net income greater than the actual net income of of all biz for the year.  I suppose I can just override and simply file with the Schedule-C amount removed on the PA-40 (resulting in the NRH amount on Line-4).  Please advise as this is quite confusing and likely a bug in TurboTax H&B that could have severe negative affect to many others if so.  

Expert Alumni
Mar 15, 2025 6:46:14 AM

If you'd like, we can look at your return and see exactly what you see to  help come to a resolution. The return will be scrubbed and won't include any of your personal details.

 

If you're using TurboTax Online:

Once you're logged in to your account,

- on the left hand panel, click on Tax Tools and then choose Tools

- on the pop up window, select Share my file with Agent

- you'll see a message saying you'll give us a copy of your tax return. Your personal information will be changed so we can't see any private information.

- click okay and you'll get another message with a token

 

If you're using TurboTax Desktop:

  • Click on Online in the top menu of TurboTax Desktop for Windows
  • Select 'Send Tax File to Agent'
  • Write down or send an image of your token number and state then place in this issue.
  • We can then review your exact scenario for a solution

 

Please reply to this message with your token so that we can further assist you. Let us know all other states, if any, that are included on the return.

Level 2
Mar 15, 2025 1:56:27 PM

So I decided to redo the PA-state via the "Go over Pennsylvania again" button-click and it seems more rational now, though I also did the "Send Tax file to Agent" as suggested. The PA-state tax amount and PA Schedule-NRH form seems to show the right values, at least more rational, but I'll await your review to confirm. Do note that I did manually enter 0 on the PA-40 form "Gross compensation" line prior to the redo in case it would help. I suppose any manual edits on the PA forms are wiped away from the redo effort. I also noticed that after the redo that the PA Schedule-NRH for some reason added the same amount from line-2 "Wages, salaries,..." to "Sales" on line-3. I manually entered a 0 on line-3 after the redo though it should not matter to PA as there was no value for line-3 in the PA column.

 

So you now have the tax-file, let me know any thoughts or further edits needed. The token# is 172710652-15313440, non-resident state is PA, resident state is FL (no other states involved).

Expert Alumni
Mar 19, 2025 4:26:58 PM

Thank you for sending over your token. It looks like now that you've made the corrections, everything is flowing properly and you should be good to complete your return!