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Level 2
posted Apr 14, 2021 11:35:27 AM

Two state returns

I have a small amount of royalty income as a non-resident of PA. I listed the 1099s on TT, but did not do a PA return on TT because I didn't want to pay for a second state return. I paper file a simple PA return I prepare myself.  Well  after I efiled my federal return, then I efiled my primary state return somewhere along the line TT changed my refund and adjusted my primary state return to reflect figures for a PA return (the OSC Credit). This caused too large of a refund from my primary state and this is the second year in a row it has happened. I know how to fix the issue with my primary state ... I send them an explanation and return the excess refund. But how do I get TT to not send a PA return that I never even looked at when they efile VA.  

0 2 356
2 Replies
Expert Alumni
Apr 14, 2021 12:13:02 PM

TurboTax should not give you an automatic other state tax credit unless you have a Pennsylvania income tax return in TurboTax.

 

This may be happening if you said you earned income in another state.

  • Go to My Info
  • Scroll down to Other state income and Edit
  • If Pennsylvania is there, delete it and change the answer to "No, I didn't make money in another state"

You can still claim a credit for tax paid to PA on your VA return even if you did prepare a PA return in TurboTax. You would have to send a copy of the PA to VA.

 

You can also e-file your PA return for free on the Pennsylvania Department of Revenue website using myPath.

Level 2
Apr 16, 2021 9:22:43 AM

Thank you.