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Level 3
March 21, 2024
Question

Pennsylvania Approtionment Issue

  • March 21, 2024
  • 1 reply
  • 8 views

I have clients who live in Nevada but have rental property in CA and PA so they have to file those state returns. The spouse also has a schedule C but doesn't do business in either CA or PA. For PA, I checked the box on schedule E (in the state return) to mark that the CA property is not located in PA, however, it's still showing up on form PA-40. How do I make it not show up? I also cannot figure out how to get her schedule c income not to show up on PA-40. Please advise. 

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1 reply

Level 6
March 21, 2024

Did you use the allocation worksheet at the bottom of the info worksheet?