Schedule UE State filing (PA)

Forum|Forum|6 years ago
March 26, 2020
2 replies
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I've been directed to fill a zip for my employer on the Schedule UE. I'm retired and have not had one in over 10 years.

JohnB5677

If you don't have any employee expenses, you do not have to file this form.

Schedule UE is a Pennsylvania form for Unreimbursed Employee Expenses. Although this deduction is no longer allowed on the Federal return, if you have qualifying Employee expenses that are not reimbursed by your employer, you may claim these as a deduction in Pennsylvania.

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PLDaggett

We file a joint PA return. We both have unreimbursed business expenses. Your software is only allowing data for one schedule UE and the Commonwealth requires we file separate schedules.

DaveF1006

My friends, you have much work to do. You need to go through your PA return and allocate which expenses and whose expenses to allocate.

Select state and go through the Pa tax return and go through the questions until you reach a screen that says Unreimbursed Job Expenses press continue you will reach the Schedule UE Summary screen
Now I am going to assume that you have entered these in your federal return and you have your expenses separated from your spouse. if this is done correctly you should have two entries. Edit the first one from the UE summary screen.
Continue through until you reach the employer screen. Here you need to enter employer information.
Next under job duties, indicate which one of you incurred these expenses and job duties
next screen says Other Miscellaneous Expenses select which expense pertains to you
Then go ahead finish the interview recording your information
When you finish your section, you should reach the Schedule UE Summary screen again. This time you will report your spouses information after you edit the second entry in that screen.
make sure you pick your spouses name when you get to the job duties entry
Finish out the interview.
If this is all done correctly, you have two UE forms in your PA return. Like i said, you have much work to do.