topic I live Ohio all year. Worked part of year for company in PA. They are reciprocal states. Do I include income in PA on PA return or is it excluded? Is included in Ohio? in State tax filing

I live Ohio all year. Worked part of year for company in PA. They are reciprocal states. Do I include income in PA on PA return or is it excluded? Is included in Ohio?

jemiler — Wed, 15 Jul 2020 03:17:41 GMT

How do I view w-2 income included on Ohio tax return?

Re: I live Ohio all year. Worked part of year for company in PA. They are reciprocal states. Do I include income in PA on PA return or is it excluded? Is included in Ohio?

Hal_Al — Thu, 13 Aug 2020 14:55:52 GMT

Q. Do I include income in PA on PA return or is it excluded?

A. You do not file a PA tax return at all, unless PA tax was mistakenly withheld. This assumes your income was as a W-2 employee and not a 1099-Misc contract employee.

Ohio has a reciprocal agreement, on wages, with all neighboring states. No state taxes are withheld or due and you do not normally need to file a return for the other state (MI, PA, KY, WV, IN). But OH will tax you on your other state income.

If other state taxes are mistakenly withheld, you then have to file a return, for the other state, to get a refund. OH will not give you a credit. You should ask your employer to stop withholding so you don't have to file a PA return every year.

Q. How do I view w-2 income included on Ohio tax return?

A. As a full year OH resident, TurboTax uses the Federal AGI in determining your Ohio taxable income. So, all your W-2 income is included on the OH return, even if the W-2 shows PA in box 15, for some of the income OH taxes all your income, you do NOT try to prorate it.

Re: I live Ohio all year. Worked part of year for company in PA. They are reciprocal states. Do I include income in PA on PA return or is it excluded? Is included in Ohio?

TomD8 — Thu, 13 Aug 2020 15:03:12 GMT

OH residents who work as W-2 employees in PA should file PA Form REV-419 with their PA employer. The form advises the employer that the employee is not subject to PA withholding. Here's a link:

https://www.revenue.pa.gov/FormsandPublications/FormsforBusinesses/EmployerWithholding/Documents/rev-419.pdf