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Not applicable
posted Feb 10, 2021 5:24:42 PM

Printed Pennsylvania tax documents doesn't include PA Schedule W-2S form

Printed 2020 Pennsylvania tax documents doesn't include PA Schedule W-2S form. Do I send w-2 with tax documents or does this need corrected

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6 Replies
Expert Alumni
Feb 11, 2021 12:41:17 PM

According to the Pennsylvania income tax preparation guide, PA schedule W-2S has been eliminated for the 2020 income tax returns. You would need to attach a copy of your W-2 forms to your state tax returns if you mailed them in.

Not applicable
Feb 13, 2021 2:57:04 PM

Thank You for the quick reply. That helped.... Turbo Tax should have something in their program, that state this issue. Pennsylvania tax change.

New Member
Feb 23, 2021 4:15:49 PM

With PA SCH W-2s no longer being used does that mean we do not need to send the 1099R's since they are not taxable income?  I know the W2's should be sent but wondered about the 1099R's.

Expert Alumni
Feb 23, 2021 5:07:36 PM

The instructions for arranging the documents when filing by mail state that there should be a list of other taxable compensation. You should include a 1099-R if it is taxable to PA. 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

It would be taxable if it were an early distribution.

New Member
Apr 15, 2021 8:52:08 PM

What do you do if you efile but need to send in w-2 with pa40 because box 5 is bigger than box 16.

Expert Alumni
Apr 16, 2021 4:51:43 PM

I would print the state and mail to PA along with the required document.