Vanessa A
Expert Alumni

State tax filing

So looking at the screen shot, it does appear as though you do need to put a checkmark in those boxes and then enter an explanation and mail in your W-2's.  

 

Here is a little more info just in case his employer did not change his withholdings to PA yet. 

 

"If you are a PA resident working in one of the reciprocal agreement states, and your employer withheld the other state’s income tax, you must file for a refund from that state. You must pay the amount of tax due to Pennsylvania by the due date.

In addition, if you earned more than $8,000 from your out-of-state employer, you should be making estimated payments to avoid an estimated underpayment penalty.

 

Effective 2024: The income threshold for individuals required to make estimated payments will increase from $8,000 to $9,500.   The amount will continue to increase over the next five years."  I am a PA resident. I work in a reciprocal agreement state.

 

Employee's Certificate of Nonresidence in New Jersey (Form NJ-165

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