topic PA Partnership tax return: both partners live in PA, should I check "exempt from withholding" on the Schedule K-1 worksheet? in Business & farm

PA Partnership tax return: both partners live in PA, should I check "exempt from withholding" on the Schedule K-1 worksheet?

holley-treebranc — Mon, 09 Mar 2026 09:00:39 GMT

It was checked by default, but then it asked me to make sure I should have it checked. I realize if that is checked of then we need to keep PA REV-291 on file (assuming that means we just keep it in our files right?) Any insight on this would be helpful! 🙂

Re: PA Partnership tax return: both partners live in PA, should I check "exempt from withholding" on the Schedule K-1 worksheet?

Rick19744 — Sun, 06 Mar 2022 14:25:02 GMT

The PA REV-291 is confusing. The form indicates that the partnership must withhold on PA source income with some exceptions. One of those exceptions is the beneficial owner is a resident.

I believe PA just wants this form available should it request it at some point in time.

So I believe you should leave it checked and I would imagine that the form(s) are filled in with the appropriate partner information and the box in Section II is checked and it appears the appropriate partner needs to sign the form.

Then you would retain it for your files and PA if requested.

You are asking the question from TT online, however, the TT Business software is not available online. I assume you are preparing the Form 1065 using TT Business?

Re: PA Partnership tax return: both partners live in PA, should I check "exempt from withholding" on the Schedule K-1 worksheet?

holley-treebranc — Sun, 06 Mar 2022 01:21:08 GMT

I am using the desktop business software yes. (Sorry if I posted this question in the wrong place!)

Thank you very much for the answer, that is what I expected but it's good to make sure I'm thinking it through correctly. I appreciate your help!

Re: PA Partnership tax return: both partners live in PA, should I check "exempt from withholding" on the Schedule K-1 worksheet?

Rick19744 — Sun, 06 Mar 2022 14:24:01 GMT

Welcome and forgiven for posting from the wrong place 😎