topic Live in PA, Worked both in NY and PA. Should I select Not Taxable for NY income on the PA Form? in State tax filing

Live in PA, Worked both in NY and PA. Should I select Not Taxable for NY income on the PA Form?

Soniccool2015 — Mon, 23 Feb 2026 09:48:49 GMT

I live in PA and worked in NY from JAN 1 2022 - March 31 2022. Now I worked in PA from April 1 2022 to present.

When I generate my PA taxes, it includes the NY and PA taxes in the Compensation Summary page below.

I generated my Non-Resident NY first, now the PA Resident. In the PA Resident form, should I select "Entire amount of this income is not taxable in PA." for the NY income since it was not earned in PA? This allows me to get a refund for the difference in Credit. I just want to make sure, because then PA takes my total Gross of NY and PA.

Re: Live in PA, Worked both in NY and PA. Should I select Not Taxable for NY income on the PA Form?

LindaS5247 — Sun, 29 Jan 2023 22:19:04 GMT

Filing your Non-Resident State first is the correct thing to do. Turbo Tax should calculate the rest. The income tax you paid on your NY your income should be shown as a credit on your Pennsylvania Tax Return.

Pennsylvania and New York do not have income tax reciprocity. That is why you file your New York tax return first and then when you file your Pennsylvania return, that New York tax information will flow over to your PA Resident return and your credit determined by Turbo Tax.

Click here for more information regarding filing tax returns in multiple states.

Click here for information regarding your Pennsylvania State Tax Return.

Re: Live in PA, Worked both in NY and PA. Should I select Not Taxable for NY income on the PA Form?

Soniccool2015 — Sun, 29 Jan 2023 23:13:06 GMT

Yep i see that. But should I remove the NY Earnings from my PA return by checking off "Entire amount of this income is not taxable in PA."? When I do, it also shows that I will get some refund from PA.

Re: Live in PA, Worked both in NY and PA. Should I select Not Taxable for NY income on the PA Form?

ErnieS0 — Sun, 29 Jan 2023 23:40:15 GMT

Yes. Remove your New York earnings from your Pennsylvania return if both lines are coming from the same W-2, i.e. the same job reported a NY and PA wage amount because PA taxes some benefits that NY does not, such as 401(k) contributions.

You probably would have a refund if you have NY and PA withholding from the same job.

New York's tax rate is usually higher so the other state tax credit will cover 100% of your PA tax liability. If your withheld PA tax on the same income, that's what you are getting back.