Amending return with W2-C

Forum|Forum|2 years ago
November 12, 2023
2 replies
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I have a somewhat unique combination of errors in my tax filling.

When I originally filed my 2022 return I did not realize that my employer had my state down as WI when I actually live and work in PA. As a result I filed with the state showing as PA despite my employer withholding for WI. I have only recently gotten my W2 corrected by my employer. Now that I have my W2-C I'm struggling to determine how to enter this information to have all the information correct after the fact. Technically speaking the withholding amounts are only slightly off on paper, but I imagine PA would not have received any of what my employer withheld for WI.

Since that's the case should I just be zeroing out my PA state taxes to 0 so I owe the proper amount? Additionally in order to get a return from WI for the incorrectly withheld taxes do I need to add a W2 showing no tax obligation to WI? I'm not understanding how to properly report this information to the two states

Not A Product Question

Anonymous_

Level 15

@Mike9241

Mike9241

Level 15

in this case you'll need to file an amended return in your home state reporting the wages and if the w-2c shows no PA w/h you'll need to pay. you also you need to file a nonresident amended return with WI to get the withholding back. do not be surprised if PA bills you for penalty and interest for any unpaid amount. this would be a discussion with your employer, but it may argue that you should have noticed the w/h was for the wrong state.

Mike9241

tehshlendoAuthor

Level 2

@Mike9241

Ok, in my case the W-2C does show an amount withheld. Not sure if that means my employer did actually withhold and send that tax obligation. But that aside then, if I understand correctly, I should just amend the state return, changing my existing W-2 information to match the new information on my W-2C, right?

Just want to make sure I'm understanding this accurately

Mike9241

Level 15

on box es15 of the w-2c there's either one or both states listed (Wi and/or Pa) and in box 17 there is the w/h for that state.

what was in box 15 of original w-2? was there w/h in box 17 don't need the amount

what is in box (es) 15 of w-2c and is there an amount in box(es) 17 if both states is Wi showing zero. for box 17

from your original post it appears you filed a WI return and reported the w/h as shown on the original w-2, you did not mention whether you filed a PA return which as your resident state was required.

if this is correct the w-2c should show 0 WI wages but the amount WI w/h. if I'm correct you need to file an amended nonresident WI return to get back the w/h

the w-2c should show PA wages don't know if it is showing PA w/h that is different from the original w-2. if so you need to file an amended PA resident return,

Mike9241