Non-Resident PA return

Forum|Forum|6 years ago
February 23, 2020
11 replies
56 views

I live in VT (for over a decade) and I have a w-2 where taxes were withheld for PA. The w-2 is from a walmart pennsylvania class action lawsuit payout. This is for not much money, $45 in income and and less than $2 PA taxes. TurboTax is telling me I need to file a PA non-resident return. The information it has gathered from my federal return and populated in both state returns looks incorrect. Specifically providing PA with VT and investment income. As far as I know PA only needs the info from this w-2 and none of my other income. Isn't it as simple as taxes were paid to PA on one W-2 and those taxes should be sent to VT? At this point it feels as if it would have been easier to never cash the check.

MaryK4

Level 15

Yes, you should have been able to input an Adjustment in the PA state tax return to remove the Investment income- you may want to go to the allocation of income section and double check this. Unfortunately, if your total PA gross taxable income in excess of $33, even if no tax is due with your PA return you are require to file. I would go back and remove the Investment income then see how much you owe- you may not need to file the return if you do not owe.

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VT_PA_ConfusedAuthor

Level 2

I figured it out in the end, after inserting a day to let my frustration to subside. I deleted both state returns and started from scratch. I started with VT return first then moved on to PA. I found some exclude from PA options that I missed the first time. It seems it is not programmed that well to take into account non resident returns. I had to individually edit each line in the investment income to state PA tax exempt. It would be easier if I could have selected all at once.

Devsd

Level 2

I am having same problem. All my interest, dividend and capital gain income showing up in PA tax return from Federal return, even though I am filing PA return as a non resident. Please let me know how can I remove these incomes from PA return.

Thanks for help!!