Melissus
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- Cheered Re: PA: "Prepare W-2 Additional Information Statement" for DMarkM1. April 7, 2020 8:44 PM
- Posted Re: PA: "Prepare W-2 Additional Information Statement" on State tax filing. April 6, 2020 9:42 PM
- Posted Re: PA: "Prepare W-2 Additional Information Statement" on State tax filing. April 4, 2020 10:18 AM
- Posted PA: "Prepare W-2 Additional Information Statement" on State tax filing. April 2, 2020 2:09 PM
April 6, 2020
9:42 PM
Yes, I did, and this was made clear in my response to ReginaM. All wage income was earned from CA while in CA. However I had interest income that was earned while in PA—and I had paid estimated tax to PA—hence the need (including as the Turbotax software sees it) to file a part-year return for PA. My question pertains to the odd bit I get in the Turbotax software when it does the part-year return in PA. It seems to me that, precisely because I am not reporting any wage income in my PA return, that the W-2S does not need to be included (Turbotax too is leaving it out) but hence also there should be no additional information statement included, unlike what the Turbotax software is suggesting.
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April 4, 2020
10:18 AM
ReginaM—thanks for your reply but you are wrong. The issue for which I have the question involves wage income, but I do have other sources of income (interest, etc.) which are taxable in PA for the part year, hence the need to file. (Though I might note I have nothing that falls under Section II of the W-2S).
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April 2, 2020
2:09 PM
Background: I'm filing part-year state tax returns since I moved from PA to CA. I had no wage income in PA either before or after the move. I did have one source of wage income in CA after residency was established in CA with a corresponding W-2 form. When doing the PA part-year return, Turbotax comes up with a screen: "Prepare W-2 Additional Information Statement: You must send in Forms W-2 with your PA tax return. Be sure to explain the circumstances listed on the previous screen [which was "You earned income in another state"]. You can use an Additional Information Statement to enter this information" But Turbotax proves no guidance on the additional information statement (form or schedule to which it relates, as well as the actual statement information to include). It looks to me like the relevant schedule is Schedule W-2S Section I (Federal Forms W-2); however Turbotax has the box checked to exclude section I of Schedule W-2S, and no information is filled in Section I. So my questions: 1. Should I be filling out Schedule W-2S Section I with the W-2 information from the CA job? (per the instructions to the schedule: " PA-40 Schedule W-2S must be completed and included with an originally filed PA-40, Personal Income Tax Return, for any taxpayer(s) reporting gross compensation on Line 1a of the PA-40." I am not reporting any gross compensation on 1a of the PA-40). 2. Do I need to fill out an Additional Information statement and, if so, what do I put in for "form or schedule to which it relates" and "statement information"? 3. Do I need to include a copy of the W-2 for the CA job with my taxes?
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