how do I add another w2 in my Pa. return in deluxe

[rswelter]

added a W2 in the federal return, but it is not carrying over into the state return?

thanks,

wanting to avoid going into the forms directly.

[MayaD]

If your wages or withholding didn't transfer to your state return:

1. Revisit the W-2 section in the Federal return.
2. From the Your W-2 summary screen, select Review/Edit.
3. Continue to the next screen, Now let's update the rest. Locate Boxes 15-17 (state wages and taxes withheld) and check the following:
   • Box 15 State should contain the correct 2-digit state code. 
   • Box 16 Wages should contain the wages that were earned in the box 15 state
   • Box 17 State Income Tax should contain the taxes withheld amount (the withholding) for the state in box 15.
4. Select Continue two times to return to the W-2 Summary screen. Select Done. If necessary, repeat these steps for other W-2s.

[rswelter]

I tried that its not working.  TT saying that if the W2 is blank that I should not make an entry.  Does it matter that this is imputed income only?.

thanks.

[rswelter]

what I meant by blank, that no deductions were made for state or local taxes, only federal.

Cheers,

[ThomasM125]

Even if no state taxes were withheld, the income in box 1 on your W-2 form should transfer down to your state return. I suggest you look at the state tax summary to see if the wages are being reflected on your state return:

While working in your state tax return, do the following:

1. Choose Tax Tools from your left menu bar in TurboTax Online while working in your program
2. Choose Tools
3. Choose View Tax Summary
4. Choose the Back option in the left menu bar when you are done 

[rswelter]

I am using the downloaded version of Deluxe.  I looked at the forms and I am missing the W2.  It has not carried over into the PA return?

any help is apprecieated. 

[KeshaH]

Were you a full year resident of Pennsylvania for 2024?

[rswelter]

yes, me and the wife were both full time residents in PA.

[DianeW777]

If your second W-2 is entered in the federal portion of your tax return it will automatically carry over to the Pennsylvania (PA) tax return. Double check you have selected PA as the state and the state wages are present. If you continue to have this experience you can send us your file to review. See instructions below.

If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help.  If you would like to do this, here are the instructions: 

TurboTax Online:

Open your return -Go to the menu panel on the left side of your return and select Tax Tools. 

1. Then select Tools below Tax Tools. 
2. A window will pop up which says Tools Center.  
3. On this screen, select Share my file with Agent. 
4. You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number. 
5. Reply to this thread with your Token number and your state. This will allow us to open a copy of your return without seeing any personal information.  

TurboTax Desktop:

If you like, you can send a copy of your return that will be scrubbed to eliminate your personal data by using these steps:

1. Click on Online in the top left menu of TurboTax CD/Download for Windows
2. Select 'Send Tax File to Agent'
3. Write down or send an image of your token number and state then place in this issue.
4. We can then review your exact scenario for a solution.
5. Please also tell us any states included in the return. This is necessary for us to view the return.

We will then be able to see exactly what you are seeing and we can determine what exactly is going on in your return and provide you with a resolution. 

[rswelter]

token 173487674-73318112

issue with additional W2 import from fed to PA return

thanks

[DianeW777]

Thank you for your token. When I review the state return the wages on Line 1a are correct including W-2 income for both spouses. If you are using TurboTax Online you can use the steps below to preview or print your return before you file to make sure the numbers are accurate. 

If you look at the Preview of the PA Tax Summary, the 'Taxable compensation' is the amount of wages after the employee job expenses. See the instructions after the print instructions.

You have access to all forms when you choose to print your return in TurboTax Online/Mobile.  However you are required to pay before printing, but do not have to file until you are ready.

• Can I print a copy of my return in TurboTax Online before filing?

If you are using TurboTax Desktop you can switch to Forms and review all forms and worksheets.

From the left rail menu in TurboTax Online, select Tax Tools (You may have to scroll down on the left rail menu.)

1. Select Tax Tools
2. On the drop-down select Tools
3. On the pop-up menu titled “Tools Center”, select View Tax Summary > Select PA Tax Summary
4. On the left sidebar, select Preview my 1040 

For TurboTax Desktop, change to 'Forms' and review the forms 

                       

Please update here if  you have additional questions and we will help.

@rswelter 

[rswelter]

I do not see what you do.

I am using the download version of deluxe. I see three W2 in the federal return and only two in the PA return.

Also looking at the PA forms worksheet the amount of the one W2 is missing. one spouse has one W2 and the other two W2.

thanks for your help.

[DianeW777]

Yes, I agree. There is one W-2 where no state wages or tax is entered in the W-2. I assumed it was because you entered it the way it was printed and there was no comment about what it was for, but it is the smallest amount. If you believe this one should be taxed it will be just a simple entry in the W-2.

Thank you and you're welcome.

[rswelter]

yikes, a manual entry in the PA gross compensation worksheet?

you are correct, I entered the W2 manually exactly as it was printed, again this is imputed income.

[rswelter]

to be honest I am not sure if it is taxable in PA or not. can you guide me on how to make this entry into the PA return.

thanks,