State tax filing

PA wants all the W-2s and PA-40 Form W-2S (which TurboTax will prepare) if 

1. The PA compensation entered on Line 1a of the PA-40, Personal Income Tax Return, is not the same as Box 16 on Form W-2 (when the amount of Pennsylvania compensation or withholding is believed to be incorrect).
2. The employer provided a handwritten Form W-2.
3. The employer reported an incorrect amount on Form W2. A written statement from the employer must also be included.
4. The employer withheld PA income tax from wages at a rate that is more than the current year’s tax rate of 3.07 percent.
5. PA income tax was withheld by an employer for a resident of a reciprocal compensation agreement state.
6. The Medicare wages in Box 5 on Form W-2 are greater than PA wages in Box 16. In this case, complete and include the PA-40 W-2 Reconciliation Worksheet with the PA-40, Personal Income Tax Return.
7. A PA resident is working in another state or country and did not have PA income tax withheld by the employer.
8. A distribution from a nonqualified deferred compensation plan is included in Box 1 of Form W-2.
9. Form W-2 shows income earned or tax withheld for another state.