Skip to main content
Level 1
July 16, 2025
Question

PA Schedule E

  • July 16, 2025
  • 1 reply
  • 7 views

My client is a full-time CA resident with a tiny fractional interest in a single rental property in PA. In preparing the non-resident PA-40, PA Scedule E Lacerte is automatically populating the schedule with ALL rental properties owned by my client despiste them being marked on Line B as not being located in PA. I've checked the input for each property and each income/expense item are correctly coded to CA. How can I get all of the non-PA properties off of this PA Schedule E?

1 reply

PATAX
Level 12
July 17, 2025

In the PA module, on each PA Schedule E worksheet, is there a box to check for property not located in Pennsylvania? If so, then check that box on each PA Schedule E  worksheet for each property not located in Pennsylvania. Hopefully this helps.