Question

PA State Tax Returns letter with a balance to owe but when eFiled through turbobax -it showed a refund

Forum|Forum|2 years ago
September 1, 2023
1 reply
0 views

Hi ,

I filed my federal and state tax returns for 2022 via TurboTax (filed jointly with my spouse). I received my expected federal returns and received a letter from Pennsylvania department of Revenue asking for a balance that I owe for PA state tax. Per TurboTax filing I should get a refund of about $600.00 . I have 2 W2's for 2022(reason for 2 W2: changed employer , no change in employment state) and my spouse has 1 W2.

All together Tax Withheld (From W2's/1099s) = $5K but the letter from Pennsylvania dept of revenue has adjusted Value of $3400 which is clearly a mistake as this is a sum of only 2 W2's (total 3 W2's as we are filing jointly). So now I have a letter asking for a payment that according to them I owe of about 1K (after adjustment ).

Question : how I can get this solved ? I do not know a way to communicate this information to PA Dept of Revenue. Can someone please help? I see this message when try to get info on state website : If you disagree with an assessment, you may file an appeal with the Board of Appeals. Information about filing an appeal can be found at boardofappeals.state.pa.us.

VolvoGirl

Employee

They must not have got a copy of the missing W2 from the employer. Send them a copy of all W2s showing the withholding in box 17 and any 1099 showing state withholding.