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hansue555
New Member

If I live in Florida and worked in Pennsylvania, how do I receive a return of taxes from Pennsylvania or Florida to avoid double taxation?

- Do I ask for a credit or return from Florida (a state where I live) or from Pennsylvania (a state where I worked)?
- What is the form I have to file?
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1 Best answer

Accepted Solutions

If I live in Florida and worked in Pennsylvania, how do I receive a return of taxes from Pennsylvania or Florida to avoid double taxation?


@hansue555 wrote:
- Do I ask for a credit or return from Florida (a state where I live) or from Pennsylvania (a state where I worked)?

It is definitely not Florida since Florida does not levy a state individual income tax; there is no individual income tax form to send to the State of Florida.

 

If you need to file a Pennsylvania return, you can purchase that state from within the TurboTax program (assuming a free state was not included with your version of TurboTax).

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3 Replies

If I live in Florida and worked in Pennsylvania, how do I receive a return of taxes from Pennsylvania or Florida to avoid double taxation?


@hansue555 wrote:
- Do I ask for a credit or return from Florida (a state where I live) or from Pennsylvania (a state where I worked)?

It is definitely not Florida since Florida does not levy a state individual income tax; there is no individual income tax form to send to the State of Florida.

 

If you need to file a Pennsylvania return, you can purchase that state from within the TurboTax program (assuming a free state was not included with your version of TurboTax).

Hal_Al
Level 15

If I live in Florida and worked in Pennsylvania, how do I receive a return of taxes from Pennsylvania or Florida to avoid double taxation?

The general rule is: your report all your income on your home state return, even the income earned out of state. You file a non-resident state return for the state you worked in and pay tax to that state. Your home state will give you a credit, or partial credit, for what you paid the non-resident state. You will have to file a non resident PA state return and pay PA tax on the income earned there.

 

Since FL does not have an income tax, you do not have a resident return to file.  So, there will be no offsetting credit for the PA tax paid. 

 

The question you didn't ask is "will PA consider you a resident for tax purposes?"  That depends on the circumstances of how and why you are working there but consider yourself a FL resident. See https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/rev-611.pdf

 

TomD8
Level 15

If I live in Florida and worked in Pennsylvania, how do I receive a return of taxes from Pennsylvania or Florida to avoid double taxation?

Just to clarify, the income you earned from work you carried out in PA is 100% taxable by PA, regardless of whether you are a non-resident or a statutory resident of PA.

 

The reference provided by @Hal_Al explains "statutory" residency.

 

There is no "double taxation" because Florida has no income tax.

 

 

**Answers are correct to the best of my ability but do not constitute tax or legal advice.
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