Amending a PA non-resident return for NJ resident

Forum|Forum|2 months ago
May 12, 2026
1 reply
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I'm trying to help my son's friend. He filed his Federal return and a PA non-resident return using TurboTax on his phone. He is a NJ resident working for a PA company, and did not know to mark the wage income as non-taxable in PA. (I'm a little surprised TT didn't flag that for him.) I've seen on other posts instruction for indicating this income is not taxable to him in PA in his profile, but we are unable to locate/access that function on amending his return. Unfortunately, he was given incorrect information regarding the tax reciprocity agreement, and has yet to file his NJ return. He says he has tried several times, but has not been able to file the NJ return with TT. I've used TT for over 25 years, this just doesn't sound right to me.

Questions:

1) Is there a way to file an amendment in TT on the non-resident PA return where he reflects his wages as not subject to tax, since he overlooked that step in his initial filing? If so, how/where would he indicate that?

2) Is there any reason TT will not allow him to file his NJ return, albeit late?

3) Would it be advisable to handle the PA amendment and the NJ filing on a PC, or is the functionality the same between PC access and mobile access?

Thanks for any guidance and assistance!

LenaH

Employee Tax Expert

Yes, I would suggest switching to TurboTax Online for the steps given below.

After electing to amend the return, complete the following steps:

Go to the Personal profile screen, and confirm you listed New Jersey as the state of residence.
Scroll down to Other State Income, and select Edit.
On the Did you make money in any other states? question, answer Yes and make sure Pennsylvania is selected from the drop-down.
Select Continue to return to the Personal profile screen.
Go to the Pennsylvania nonresident return.
On the page, Compensation Summary, click on the pencil next to the W-2.
Click the checkmark next to Entire amount of this income is not taxable in PA.
Finish the Pennsylvania return.
TurboTax should have automatically populated a New Jersey return based on your profile done in Steps 1-4.
Go to the New Jersey resident return.
Complete all the necessary screens to complete your return.
File the New Jersey return and the amended Pennsylvania return.