PA G-L FORMS PROBLEMS

[dafriends]

THE INFO FROM THE FORM DOES NOT WORK RIGHT IF YOU HAVE TWO OR MORE TAXPAPERS.

[DaveF1006]

How to Resolve the Issue

1. Create Separate Schedules (The "Copy" Method) instead of trying to fit all names on one form. 
2. Form 1: Enter Taxpayer A’s info and their specific share of income/credits.
3. Form 2: Enter Taxpayer B’s info and their specific share. 
4. Do this for any other taxpayers that require the form
5. Check Ownership Percentages The G-L form is usually calculated based on a percentage of ownership. Ensure that you haven't assigned 100% to both people; the total across all G-L forms must equal the total entity distribution.
6. Verify Resident Status PA is very strict about residency. If one taxpayer is a resident and the other is a non-resident, they cannot be on the same G-L form. They must be handled via separate schedules to ensure the correct tax rate and credits (like the PA-40 NRC) are applied.

Important Note on PA-20S/PA-65

If these forms are being generated as part of a Composite Return (where the entity pays the tax on behalf of the owners), you must ensure each taxpayer has a unique "Member Number" assigned in the partnership/S-Corp data entry screen. Without unique identifiers, the G-L form will almost always fail to display the second person.

If you are filing a joint PA-40 (Individual Return), remember that PA does not allow joint income reporting like the Federal 1040 does. Everything in PA is "His" or "Hers." The G-L forms must mirror this individual separation.

[dfriends100]

Need print out of both husband and wife’s PA G-L forms.not currently available on turbo tax from print center. It only shows wife’s which was the last data entry data entry but not the husbands. I need both forms for local tax forms credit.