That was very helpful - Thank you!
In addition to sending the W-2 (electronically), TurboTax is asking to prepare a W-2 Additional Information Statement. This is to explain the circumstances of his PA state return - state taxes were held in both PA and VA. My son has stated that he is a VA resident and a PA Non-Resident and given the reciprocity between the 2 states, taxes held in PA should be refunded. TurboTax appears to be following that logic and is showing a refund of all taxes held in PA in his PA return. Does he need to explain this in an "Additional Information Statement" in his return?
Thanks!
