Where do I enter PA Schedule RK-1? Federal Schedule K-1 shows only expense, but PA Schedule RK-1 shows taxable income.

[candacedagostino]

I am using the online Premier version of TurboTax

[JosephS1]

You can enter the information for the PA RK-1 in the state program module.  After entering the Federal information and are satisfied all information is correct, click on "Your State Returns" and if the basic PA information has already been transferred, click Continue to access the State menu.  If the basic information has yet to be transferred, wait a moment until the transfer is complete and then click Continue.  Once that is done please follow the following steps:

1. At the "Your Pennsylvania 2022 Return" screen click continue
2. Click on "Start" or "Update", whichever is showing, at the "Income and Adjustments" box.
3. Click "Done" or "Continue" until you arrive at the "Schedule K-1 Income" screen and click Continue.
4. The K-1 you entered in the Federal section should now show at the "Schedule K-1 Summary" screen and click "Edit" at the prompt.  The screen is shown here as follows:  
5. The Partnership Distributive Share Screen will now show as:

Enter the amount shown on your RK-1 in the PA amount section(s).  Answer the questions on the following screens but if this is a basic RK-1 with only a few or even 1 entry just follow along and click done or continue as you go unless you do have an item to enter in the followup screens per the RK-1

@candacedagostino

[candacedagostino]

Thanks for your complete & clear reply. I should have mentioned that the income is from an Estate. In the online version, only Partnerships and S Corps appear to have their own RK-1 page. Nothing appear for Estates and Trusts in the online version, although I understand that may be suffered with the CD/download version (which I  unable to use). I was on the phone for almost 2 hr with a wonderful woman from Help yesterday & we were unable to find any way to enter my RK-1. Perhaps this is because the Federal K-1 showed only Box 11 (excess deductions) & no "income". In any case, I owe PA tax on amount reported on the Pennsylvania RK-1.  No way to enter, so calculation for taxes is wrong. Unless I'm missing something?

[candacedagostino]

Sorry about the autocorrect.  Should read "it (the RK-1 for Estates and Trusts) is offered"  not "suffered."   

[JosephS1 · Accepted solution]

There is a workaround for this and it is simple.  Go back to the 1041 K-1 information page, click the box that shows income in boxes 1-5 and when the income items appear put a "1" in interest.  That will open the Estate K-1 area in the PA return area.  The following steps should be followed after placing the 1 in the interest line on the Federal K-1 input:

1. On the left side click on your state returns
2. If PA is the only state listed click on Edit or Continue, whichever shows
3. Click continue at the "Your Pennsylvania Return"
4. Click on Update at the Income and Adjustments line (second line)
5. Continue clicking Done or Continue until you reach the Income from Estates and Trusts page, place a checkmark in the yes box and click Continue
6. Enter the information needed on the Pennsylvania Income (if different from Federal), click you received an RK-1 and click continue
7. Click Done and continue answering the continuing questions until you arrive back at the You've Finished screen.

@candacedagostino 

[candacedagostino]

Joseph, you are AWESOME! This workaround worked perfectly.  My faith in TurboTax is restored 🙂

[sleibo]

Working on Pennsylvania resident return using TT Premier CD/Desktop.  PA resident is a member of a Virginia S-corp.  VA S-Corp does not prepare PA RK-1 or NRK-1.  S-corp income is entirely generated from Virginia sources.  How do I report the S-Corp income on the PA resident return?

On screen "Partnership Distributive Share Items",  it says "Complete the PA Amount column for the following distributive share items from XX LLC" but it gives no instructions as to how to compute the PA amount. 

Since the S-Corp income is entirely generated in Virginia, is the PA amount = 0, or is it = to the K-1 income, since PA wants to tax this (as well as Virginia taxing it)?