State Tax - PA W-2 Reconciliation Worksheet Needed?

[tjgaylik88]

Hi team!

So I have the special PA situation of "The Medicare wages in Box 5 on your Form W-2 are greater than your PA wages in Box 16"

I know this has been addressed before but the wording from https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/pa-40_w-2_rw.pdf states that "The W-2 RW must be completed by taxpayers when the
amount shown as Medicare wages in Box 5 of the W-2 are greater than Pennsylvania wages shown in Box 16 and there is insufficient information included on the W-2 to reconcile the wages without the additional information represented on the W-2 RW"

My box 12a Code is C which relates to "group term life insurance" which is non-taxable in PA. This is clear and sufficient information to reconcile the discrepancy, wouldn't it be? Hence, there's no need to submit the PA W-2 Reconciliation Worksheet, right?

Thanks so much!!

[RobertB4444]

As long as you are only reconciling it by the amount in box 12 that the authorities in Pennsylvania will see then you are correct - there is no need to file a W-2 RW.