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Returning Member
posted Feb 3, 2023 3:39:43 PM

Live in PA. Have RSUs that were granted when I lived in MA. I think it's confusing software and my state taxes are getting messed up

In 2021 I moved from MA to PA. I have RSUs that were granted when I lived in MA that are showing up as MA related income on my W2. My W2s in 2022 looks roughly like this:

 

Box 1 (Wages, tips, other comp): 200,000
Box 5 (Medicare wages and tips): 220,000

MA:
Box 16 (Stage wages, tips, etc): 30,000
Box 17 (State income tax): 1600

 

PA:
Box 16 (Stage wages, tips, etc): 221,000
Box 17 (State income tax): 5,700

 

Why would by PA 16 be higher than my box 1 and even 5?

Does the above imply the taxes I paid in MA were double taxed in PA?

 

Both TurboTax (and other software I used to double check) seem to be having problems with this and I don't understand enough about taxes to know what i'm doing wrong. When doing PA/MA taxes my wages are listed as 250,000. It points out there may be an issue because my federal wages are only 200,000. I guess the 250 is the two box 16s combined but I don't understand if that's really correct or not.

 

Is it correct? Is there something im clicking incorrectly at some point? Would love any advice.

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1 Replies
Expert Alumni
Feb 3, 2023 4:24:49 PM

Yes. State residents are taxed on income earned everywhere, so your Massachusetts RSUs are taxed by Pennsylvania.

 

Additionally, since the RSUs were granted as a result of work done in MA, they are also taxed by the Bay State. 

 

PA will give you a credit for tax paid to MA on the PA tax return. It is not full credit. PA has a flat tax rate of 3.07%. The MA rate on wages is 5%, so PA will give you credit for MA tax paid up to the 3.07%.

 

PA taxes 401(k) contributions, so PA wages are typically higher than federal.

 

Your PA state wages should be $221,000.

 

  1. On the screen “Compensation Summary,” select Edit on line for MA.
  2. On the screen “Verify this income,” select Entire amount of this income is not taxable to PA