AmyC
Expert Alumni

State tax filing

1. Your DE return will use all income to calculate your tax liability- it is prorated. Since the nonresident form is also a part-year nonresident, you will enter your dates of residency. Once you enter those dates, the program will allow for you to claim PA credit on the same income. If you select full year nonresident, no credit is available.

2. To locate the taxable income and liability:

  1. Log into your return
  2. Select state taxes
  3. Enter the non-resident PA 
  4. On the left, go to Tax Tools
  5. Select Tools
  6. Select View Tax Summary
  7. You will see Summary of your PA Return at the top.
  8. Locate the line that says Taxable Income
  9. Locate the line that says Total Tax
  10. Note those numbers
  11. Return to your DE return and enter that number where it asks for the income/ liability for PA
  12. Some states tax income the federal does not. For example: NJ taxes money you set aside in your retirement plan. Each state has different rules to determine taxable income.

3. DE resident: 

When you selected DE as a resident, it took all of your income. I would bet that your income was being doubled on the tax return, you said w2 showed PA and DE wages. All of it would come into DE resident return. You would need to adjust DE wages to zero but still show tax withheld.

 

DE nonresident:

Did you enter DE income and was it showing on your tax return?

 

You need to be looking at your actual tax forms to see how everything interacts. You want to look at all worksheets as well. Choose to see everything, not just forms.

To print or view  your forms:

  • In desktop, switch to Forms Mode. 
  • For online:
    1. On the left side, select  Tax Tools
    2. Select Print center
    3. Select Print, save or preview this year's return
    4. If you have not paid, select pay now.
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