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Investors & landlords
Make sure you have the personal information set-up correctly. You should have your move dates in 2023 that generate 2 part-year resident returns. And you should have PA listed as Other state income, which generates a nonresident return for PA. When you go through the PA nonresident return, there should be a screen that allows you to indicate the capital gain income belongs to PA. The screen will show all of your federal income and allow you to enter what income belongs to PA (PA-sourced) - but you do this in the state interview, not the federal section.
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February 17, 2024
8:13 PM