Question - You must send in Forms W-2 with your PA tax return.

[BloopityBloop]

I lived in MD from January 2021 to end of November 2021 where I moved to PA. I work for the same employer all through 2021 which is located in VA. My W2 came with 3 sections, one for Federal, MD and PA. Box 1 for wages is the same amount for all three. Box 16 for MD and PA are accurate for when I lived in each state. If you add up the sum of Box 16 for MD and PA it equals the total wages of Box 1.

For the PA State Return there is a section titled "Any Special Pennsylvania W-2 Situations: Check all of the following that apply to Forms W-2 you received for 2021."

I assume I should check the following?

- You earned income in another state (I earned income from my employer while I lived in MD)
- Your employer withheld income tax for another state. (Employer withheld tax for MD, during the times I lived there then for PA once I moved.)
- You were a resident of a reciprocal state and your employer withheld PA income tax. (MD is a reciprocal state, and employer withheld PA taxes for the time that I was in PA at end of year.)
- The Medicare wages in box 5 on your Form W-2 are greater than your PA wages in Box 16. (This is true, the medicare wages is almost 24x of Box 16.)

Then the next screen, it states "Prepare W-2 Additional Information Statement: You must send in Forms W-2 with your PA tax return.

Questions:
1. Have I "checked" the proper fields for my PA W-2 Situation?
2. What exact statement/forms I need to provide?

Thank You

[ErnieS0]

Yes. Check the boxes that apply. 

I’m unsure whether you should check the box about being a resident of a reciprocal state. It depends on where you worked. Pennsylvania and Maryland have reciprocity, but that question refers to living in MD while working in PA. If you worked in MD while living in MD and worked in PA while living in PA you don’t have to check that box.

PA also has reciprocity with Virginia. If you worked in VA while living in PA, then check the box.

PA wants copies on any W-2s that have tax withheld for another state while you were living in PA.

Your statement should list the amounts and payors of the compensation along with the total amount reported on Line 1a of the PA-40.

Your statement should also explain the difference between Medicare and PA wages. In your case it would be because you were a part year resident.

As a guide use instructions for the PA W-2 Reconciliation Worksheet.

You can upload your information: Do I need to mail any forms to the Pennsylvania Department of Revenue – for example, my W-2, W2-G, 1...