State tax filing
You will need to file a part-year return for Pennsylvania and part-year return for Ohio. You will have to allocate your wages based on the time you earned the wages in Ohio.
For example, if you moved to Pennsylvania on 9/30/2020, and worked for the Ohio employer (in Pennsylvania) until 10/31/2020, then you would multiply your wages from your Ohio employer by 9/10. If you earned $50,000 during that time period, then $45,000 should be on your Ohio return and $5,000 should be on your Pennsylvania return.
In two states with reciprocal agreements, you can never get a credit of tax paid to another state.
Please follow the steps below:
- Click Edit next to your part-year resident Ohio return.
- Continue through your return until you get to the Income Allocation screens.
- Enter the amount in the boxes under the column Ohio Income for your allocation. I have attached a picture below for additional guidance.
- Click Edit next to your part-year Pennsylvania return.
- On the page Verify This Income, the amount of your Pennsylvania income ($5,000) should be listed. If the amount is not correct, put a checkmark next to I need to make an adjustment to the taxable amount of this income.
[Edited 4/5/21 l 3:07PM PST]
