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VegasJH
New Member

Schedule UE summary page says to exclude it click edit then on the next screen check exclude. I don't see that box to exclude on the next screen

 
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4 Replies
ErnieS0
Expert Alumni

Schedule UE summary page says to exclude it click edit then on the next screen check exclude. I don't see that box to exclude on the next screen

To exclude job-related expenses on your Pennsylvania return:

  • Click Edit next to the job you want to exclude on the Schedule UE Summary
  • On Your Employers, Check this box if you do not want to include employee job expenses on this tax return. Continue.

You can no longer deduct employee job expenses on your federal return. PA still allows a deduction.

 

Allowable Pennsylvania employee business expenses must be:

 1. Ordinary, customary, and accepted in the industry or occupation;

 2. Actually paid while performing the duties of the employment;

 3. Reasonable in amount and not excessive;

 4. Necessary to enable the proper performance of the duties of the employment; and

 5. Directly related to performing the duties of the occupation or employment.

 

PA-40 Schedule UE is used to report unreimbursed employee business expenses incurred in the performance of the duties of the taxpayer’s job or profession.

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wjwhitepa
Returning Member

Schedule UE summary page says to exclude it click edit then on the next screen check exclude. I don't see that box to exclude on the next screen

Same issue as VevasJH, for tax year 2021.  

 

THERE IS NO BOX TO CHECK TO EXCLUDE EXPENSES.

wjwhitepa
Returning Member

Schedule UE summary page says to exclude it click edit then on the next screen check exclude. I don't see that box to exclude on the next screen

No such box.

 

Now what?

DianeW777
Expert Alumni

Schedule UE summary page says to exclude it click edit then on the next screen check exclude. I don't see that box to exclude on the next screen

Once you finish the income for your Pennsylvania (PA) return, then you will come to 'Unreimbursed job expenses'. Then you click 'Continue' to select 'Edit' for your expenses
 

To exclude job-related expenses on your Pennsylvania return:

  1. Click Edit next to the job you want to exclude on the Schedule UE Summary
  2. On Your Employers, Check this box if you do not want to include employee job expenses on this tax return
  3. See the images below.

@wjwhitepa

 

 

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