JosephS1
Expert Alumni

State tax filing

Based on what you stated above, you will not qualify for Pennsylvania Special Provisions at first glance.  Special Provisions has a graduating scale based on the number of dependent children in the household.  Your 65K means that to qualify for SP you would have to have had 5 dependent children if married filing jointly just for the minimum forgiveness.  If that this is not the case, there would be no need to enclose your W-2's as you do not appear to qualify.  The chart below shows the eligibility level for married taxpayers:

 

 

 

It may be during the entry of all income that you did not enter in the area necessary the Pennsylvania non-taxable income, which would include income earned while not a resident of PA.  

 

 

There are some exceptions to the rule, retirement income being one of them, but for the small period of residency I do not believe you qualify for Special Provisions and you should consider checking the Pennsylvania entry area of your return in addition to what you list as income on the Federal side that applies to Pennsylvania.

 

PA Special Provisions Instructions

PA Schedule SP Eligibility Income Tables

 

@quotecutii 

 

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