Find Income from Another State

Forum|Forum|6 years ago
May 26, 2020
2 replies
14 views

Colleagues:

Lacerte is telling me that my DC clients have Pennsylvania withholdings. I don't remember inputting any Pennsylvania withholdings and I do not see any when I look around. How can I figure out where that information is coming from?!

Micah

Lacerte Tax

This topic has been closed for replies.

George4Tacks

Level 15

Use ctrl + w to batch input. Look at the screens the might have any withholding. Search for a PA.
Probably there. Probably hard to find.

Answers are easy. Questions are hard!

M

msindc1Author

Level 5

Herman:

Great suggestion! Thank you.

And yet . . . there is no withholdings in Pennsylvania! There is a Pennsylvania partnership, but the income is marked with the client's home state (not PA).

D

dsantoni137

Level 3

Does the right-click and jump to input function work, when you right-click on the PA tax return, on the line where it shows the withholding? If not, and you have a PA K-1, then check the K-1 input screen. Under line 15 there are two boxes for state tax paid before and after 12/31/19. Anything there?

M

msindc1Author

Level 5

The PA return shows all zeros!

The reason I think there is Pennsylvania withholdings is that there is a diagnostic that says:

"This return has a 1099-MISC with Pennsylvania withholding. The state withholding is reported on Form PA-40, but it must be entered in screen 50 to properly reflect on the Schedule W-2S/MC (ref. #34600)."

Line 15 (on the K1 and on the input screen) is blank!

D

dsantoni137

Level 3

Do you have a Form 1099-MISC with withholding?

Look on screen 14.1 for 1099 input. Where you put the tax withheld near the bottom of screen, there is a box above the withholding tax line, that you have to click on, to enter more information from the 1099, for purposes of e-filing. Just guessing here.

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