Question

Can't Adjust Taxable Income Summary on State Return

Forum|Forum|3 years ago
February 2, 2023
1 reply
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On my PA return, it's showing a taxable income of $39,729, which was carried over from my fed return. However, I only lived in PA for 24 days (Jan 1 to Jan 24, 2022). None of this income (dividends) were derived, while living in PA. Under "Dividend Income Summary", it says "you must edit (change) each income item ..." Well I can't seem to do that. I would appreciate some help please!

AmyC

Employee

Perhaps you do not need to file at all. See Who must file a Personal Income Tax return?

I am assuming you are a part-year resident of PA. This means you pay PA for all income the first 24 days and then follow nonresident rules for income. See Nonresident Filing Requirements.

Please go back to your PA return and edit. Items can be marked as taxable or nontaxable in PA. Later in the program you can adjust the taxable amount.

Click edit next to each income item and decide if some is taxable to PA. If any is taxable, mark that it is PA taxable.
Continue clicking through until you reach Was some of your income and expenses earned or incurred while you were a resident and not a resident of PA? Select yes
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G

glneuderAuthor

Greetings Amy!

I really appreciate your prompt, common-sense, response. I reviewed the links you provided and you're right. Since I had less than $33 in PA income (in fact I had $0), I shouldn't need to file PA Income tax. After 50+ yrs of filing, it's scary not to do it, even if the numbers are "ZERO".

I did do "ADJUSTED AMOUNT" but it won't accept it and for TYPE OF ADJUSTMENT, I chose "NOMINEE ADJUSTMENT". Regardless, It won't remove the $32,339 and $424 for Ordinary Dividends.

Thanks!