What does this mean? Any Special W-2 Situations

Forum|Forum|2 years ago
April 3, 2024
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In Turbotax’s PA state filing section:

“Any Special Pennsylvania W-2 Situations?” page

Two of the checklists states:

"you earned income in another state"

“your employer withheld income tax for another state"

If I worked remotely for PA employer as an out-of-state resident for a a fee months, and only moved to PA and became a PA resident in the middle of the year (same PA employer),

Do those two statements apply for me? In other words, is that question supposed to be:

1- Any Special Pennsylvania W-2 Situations in the whole year of 2023?

or 2- Any Special Pennsylvania W-2 Situations during you were a resident in PA?

TurboTax Deluxe Online

JulieS

It depends on the other state and whether there was state tax withheld.

The easiest way to figure this out is to look at your W-2, box 15. Based on what you are saying, you have a line with PA in box 15. Do you also have a line with another state?

If another state is listed, you would answer Yes to "you earned income in another state". If there's there's a number greater than zero in box 17 on that same line, you would answer Yes to “your employer withheld income tax for another state".

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