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I moved from PA to WI this year. My employer showed my wages for PA extended 2 months beyond when I moved. They will not reissue a corrected W2. How do I file this?
I moved from PA to WI on 1/3/2017. My employer did not update my wages and tax withholdings from PA to WI until mid-February. I requested a W2 correcting the distribution of my wages and they advised they will not provide one. I want to be sure to correctly file for both states. How do I file when my wages do not match my W2?
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I moved from PA to WI this year. My employer showed my wages for PA extended 2 months beyond when I moved. They will not reissue a corrected W2. How do I file this?
You will need to allocate wages to each state. What you will want to double-check with your employer is if you had any income reported on your W-2 that must be reported to PA. If there is (like if the last week of December 2016 was included in 2017 taxable wages), then you will need to file part-year returns to each state. But, rather than report the income as reported on the W-2, you will need to alter the information. If both states have allocation or apportionment screens, this is where you will make the adjustment. However, if one of the states does not, you will need to enter the "corrected" information on the W-2 screen (but do not change the tax withheld amount. Only change the state income amount). Whenever you have a manual entry of this type, you will need to mail-in your state returns because there will be an e-file mismatch with what is reported on the W-2. Adjusting the amounts will have the effect of creating additional PA refund (since you'd have less PA income to report), and either less WI refund or possibly an amount owed since more income is pushed to Wisconsin.
However, if none of your 2017 income was earned in Pennsylvania, then you will file a Wisconsin full-year resident return to claim all of the income, and a PA nonresident return with zero income in order to get all PA taxes returned to you. The screenshots below can guide you; you will select on both Edit amounts in the first screen in order to have the entire amount of state income exempted in PA. Please note these screenshots (the example shows NY but the principles apply to any state line):
**Mark the post that answers your question by clicking on "Mark as Best Answer"
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I moved from PA to WI this year. My employer showed my wages for PA extended 2 months beyond when I moved. They will not reissue a corrected W2. How do I file this?
You will need to allocate wages to each state. What you will want to double-check with your employer is if you had any income reported on your W-2 that must be reported to PA. If there is (like if the last week of December 2016 was included in 2017 taxable wages), then you will need to file part-year returns to each state. But, rather than report the income as reported on the W-2, you will need to alter the information. If both states have allocation or apportionment screens, this is where you will make the adjustment. However, if one of the states does not, you will need to enter the "corrected" information on the W-2 screen (but do not change the tax withheld amount. Only change the state income amount). Whenever you have a manual entry of this type, you will need to mail-in your state returns because there will be an e-file mismatch with what is reported on the W-2. Adjusting the amounts will have the effect of creating additional PA refund (since you'd have less PA income to report), and either less WI refund or possibly an amount owed since more income is pushed to Wisconsin.
However, if none of your 2017 income was earned in Pennsylvania, then you will file a Wisconsin full-year resident return to claim all of the income, and a PA nonresident return with zero income in order to get all PA taxes returned to you. The screenshots below can guide you; you will select on both Edit amounts in the first screen in order to have the entire amount of state income exempted in PA. Please note these screenshots (the example shows NY but the principles apply to any state line):
**Mark the post that answers your question by clicking on "Mark as Best Answer"
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