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Level 3
Feb 26, 2024 3:51 PM UTC
Question

Multiple states filing

Hello.

I am retired NC resident for about 3 years.

I also have a rental property in SC.

I also still have W2 from my former employer that pays my Equity & Long-Term Cash Plan, taxing it in PA, where I use to live.

 

So, besides Federal return I need to file 3 States returns: NC, SC and PA.

 

After I finished all federal and state taxes, I see weird inconsistencies in the way TT software displays information.

On the last screen when TT is saying that everything is checked for accuracy, I can see Federal and all 3 states.

But

On the Tax Summary screen PA does not show at all

and

on the final States screen I see PA without saying that it’s for Nonresident.

I will attach two screenshots to illustrate it.

 

So, my question is: Will you be fixing this or I can just ignore it, because when I look at forms all states are there?

 

My second question is this:

Why TT is forcing me to do PA Schedule E for my SC rental. It should not be taxable in PA. How can I delete it?

 

 

My third question is this:

My former employer is saying that this will be last time I will be receiving W2 with taxes withdrawn for PA. But if I check the checkbox indicating that it will be final, TT is asking later to uncheck it because I am nonresident of PA.  Any ideas why?

 

 

Thanks for your help.

 

    5 replies

    YP55Author
    Level 3
    Feb 26, 2024 3:58 PM UTC

    Adding screenshots to illustrate.

    SteamTrain
    Level 15
    Feb 26, 2024 4:18 PM UTC

    Don't know the answer to some of this stuff....But did you Hit the EDIT next to the PA tax listing to go thru the entire PA Q&A there?   That should allow you to run thru teh PA Q&A to indicate it is for a Non-resident, then ask you questions as to what $$ belong to PA and what $$ do not.  That should (?) take out the SC rental $$ as PA income.

    ____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
    YP55Author
    Level 3
    Feb 26, 2024 4:34 PM UTC

    Yes, I did. I tried with check box " Not taxable in PA" and without it, but Schedule E is there no matter what.

    Would it be OK to just delete it in a Form View or it's better just to leave it as is? Taxes seems to be calculated correctly.