Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Aug 5, 2019 11:01:38 AM

I moved PA to FL. My W2 says PA but worked/lived in FL. I did not update my address for over a month and possibly my employer. Should I claim as FL? Box15 says PA on W2

0 2 2196
2 Replies
Level 15
Aug 5, 2019 11:59:15 AM

Enter your W-2 in TurboTax exactly as is.

If you moved during the tax year, you would file a part-year resident return for PA.  All your income prior to establishing your FL residence would be taxable by PA, as would any PA-source income you might have had after the move.

Technically, you became a FL resident on the day you began living in your new home (your domicile) in FL.

FL, of course, has no individual income tax.

Level 15
Aug 5, 2019 2:36:37 PM

Using an example:

You moved to FL May 1 and continued to work for the same employer all year. The employer withheld for PA thru June 1. You will file a part year resident PA return and report all your income for Jan 1 to May 1.  Because the amount your report as PA income, on your tax return,  will be less than the amount shown in box 16 of your W-2, there's a chance you will get a dunning letter from the PA Dept of Revenue.  Then you'll have to convince them of the error.

 

The above assumes you work at your employer's facility in FL. If your are a telecommuter, the rules are different.  PA is one of the hand full of states  that tax telecommuters working for PA companies.  If you work outside the state as a job requirement, you are only subject to PA State income tax on the days you work in PA. But if you work outside PA for your own convenience, you are subject to PA State income tax on all your income. New York, Nebraska, Delaware and New Jersey have the same rule. For guidance see: http://www.journalofaccountancy.com/issues/2009/jun/20091371.html