I live in PA and worked in NY from JAN 1 2022 - March 31 2022. Now I worked in PA from April 1 2022 to present.
When I generate my PA taxes, it includes the NY and PA taxes in the Compensation Summary page below.
I generated my Non-Resident NY first, now the PA Resident. In the PA Resident form, should I select "Entire amount of this income is not taxable in PA." for the NY income since it was not earned in PA? This allows me to get a refund for the difference in Credit. I just want to make sure, because then PA takes my total Gross of NY and PA.
You'll need to sign in or create an account to connect with an expert.
Filing your Non-Resident State first is the correct thing to do. Turbo Tax should calculate the rest. The income tax you paid on your NY your income should be shown as a credit on your Pennsylvania Tax Return.
Pennsylvania and New York do not have income tax reciprocity. That is why you file your New York tax return first and then when you file your Pennsylvania return, that New York tax information will flow over to your PA Resident return and your credit determined by Turbo Tax.
Click here for more information regarding filing tax returns in multiple states.
Click here for information regarding your Pennsylvania State Tax Return.
Yep i see that. But should I remove the NY Earnings from my PA return by checking off "Entire amount of this income is not taxable in PA."? When I do, it also shows that I will get some refund from PA.
Yes. Remove your New York earnings from your Pennsylvania return if both lines are coming from the same W-2, i.e. the same job reported a NY and PA wage amount because PA taxes some benefits that NY does not, such as 401(k) contributions.
You probably would have a refund if you have NY and PA withholding from the same job.
New York's tax rate is usually higher so the other state tax credit will cover 100% of your PA tax liability. If your withheld PA tax on the same income, that's what you are getting back.
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
knownoise
Returning Member
K_lead90
New Member
TomG6
New Member
Phillip6000
Level 1
MichaelEgan007
New Member
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.