Tax Reimbursement- Delayed Change of Address.

[Krunalvarajiya]

Hi,
Me and my husband are planning to file jointly for the year 2021.

We were working and living in Philadelphia for the year 2020. Then we move to Florida starting 01/01/2021. And we made official address change in the company portal. But somehow my husband’s work location wasn’t change to Florida and PA state and Philadelphia city tax was being deducted from his paycheck until May 2021. That’s when we realized and reach out to HR and they made official change for work location to Florida.

Q1: How can we get reimbursement from the state of PA since we where not living there and it was a mistake from the company by not changing it on time?

Q2: Do we have to file taxes for Philadelphia? (Even tho we where not living there, but the Company didn’t change the address until May 21)

Any help will be appreciated

[LenaH]

The only way to get a reimbursement of Pennsylvania tax for 2021 is to file a nonresident return with zero income sourced in the state. Then, you will get a refund of state tax withheld. 

As per the City of Philadephia, starting in November 2021, Wage Tax refund requests must be submitted through the Philadelphia Tax Center. This includes all income-based and Covid-EZ (non-residents only) refunds. You don’t need a username and password to request a refund on the Philadelphia Tax Center.

The special form created for this purpose is not yet available for 2021. When the form and instructions are ready, it will be linked Wage Tax Refunds.

[Krunalvarajiya]

Thank you for the info! This is really helpful