Issue with a PA tax return when client worked in Delaware

Forum|Forum|3 years ago
December 16, 2022
1 reply
14 views

How do I claim a out of state tax credit for a person who lives in PA but worked and got

a W2 for Delaware. We filed for a non resident in DE but PA wants their tax return too and

is charging quite a bit in taxes - almost as much as DE. Any advice please

ProSeries Professional

This topic has been closed for replies.

Skylane

Intuit Community Champion

PA 40 Schedule G-L… credit for tax paid to other jurisdiction

If at first you don’t succeed…..find a workaround

Accountant-Man

Level 13

You can attach a Pdf copy of DE to the efiled PA. Then PA will lose it and ask for a paper copy.

Don't forget to prepare DE first, then go to PA and Schedule G-L. It will pick up some of the DE info.

** I'm still a champion... of the world! Even without The Lounge.

J

jnd2546

Level 5

...and to make matters worse, if you had both spouses as PA Res and both with DE sourced income, you can only use G-L for one taxpayer; so if they efile a joint fed return, now you have to maually file separate DE returns to identify their DE tax liability at the individual level so you can accurately calculate G-L for each taxpayer. By the way, all of the above has to be done manually with all kinds of manual attachments.

No AI in DE and PA. Ugh!!!!

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