I am struggling to figure out how to handle the PA-41 Schedule NRK-1 that I have received. This paper comes to me from the closing of an estate which is based in PA. I have lived in OH for the full year. I have also received a separate Schedule K-1 form 1041 at the same time.
Regarding the NRK-1 it has only a few entries including 1. Interest Earned, 2. PA Non-Resident tax withheld (matches the tax rate for PA as a % of interest), 3. Total Other Credits = 0. Aside from the identifying information I also note that the beneficiary's year end distribution % is 50%. There is a NOTE (bold): "Amounts from this schedule must be reported on the appropriate PA Tax Return."
I cannot seem to locate the area of turbo tax to enter the information to create the necessary PA tax forms. I have tried running PA state first or second after my primary state. Please help.
Regards,
MDP
I want to further clarify my question above.
I live and work in OH and inherited 50% of the interest from an estate based in PA which withheld an appropriate amount of PA tax. This is reported on a PA-41 Schedule NRK-1. The fiscal year ended in 2024. I need to somehow convince TurboTax to report this passthrough income to me on the federal return (It seems to do this if I enter this as a K-1 as part of the estate section) AND I also need TurboTax to report this passthrough estate interest income on a PA return not on my OH return. This later part has been a large struggle as TurboTax seems to ask me if all of my other earnings are PA or OH but it does not seem to capture this NRK-1 passthrough income.
Advice greatly appreciated,
MDP