RaifH
Expert Alumni

State tax filing

From the PA-40 instructions:

For E-Filed Returns: If you file your PA-40 electronically, you are not required to submit an actual copy of your W-2, 1099-R, 1099-MISC or 1099-NEC forms unless certain conditions exist with respect to those forms. For Forms 1099- MISC, 1099-NEC and 1099-R, you are only required to submit actual copies of these forms if there is PA tax withholding reported on the forms.

 

There are no supplemental forms to derive the income reported on Line 1a of PA-40. The worksheets that TurboTax produces are for your information only and are not submitted with your state return. The attached federal return will have all the information about the conversion.