Find Income from Another State

[msindc1]

Colleagues:

Lacerte is telling me that my DC clients have Pennsylvania withholdings.  I don't remember inputting any Pennsylvania withholdings and I do not see any when I look around.  How can I figure out where that information is coming from?!

Micah

[George4Tacks]

Use ctrl + w to batch input. Look at the screens the might have any withholding. Search for a PA.
Probably there. Probably hard to find.

[msindc1]

Herman:

Great suggestion!  Thank you. 

And yet . . . there is no withholdings in Pennsylvania!  There is a Pennsylvania partnership, but the income is marked with the client's home state (not PA).

[DAS13]

Does the right-click and jump to input function work, when you right-click on the PA tax return, on the line where it shows the withholding? If not, and you have a PA K-1, then check the K-1 input screen. Under line 15 there are two boxes for state tax paid before and after 12/31/19. Anything there?

[msindc1]

The PA return shows all zeros!

The reason I think there is Pennsylvania withholdings is that there is a diagnostic that says:

"This return has a 1099-MISC with Pennsylvania withholding.  The state withholding is reported on Form PA-40, but it must be entered in screen 50 to properly reflect on the Schedule W-2S/MC (ref. #34600)."

Line 15 (on the K1 and on the input screen) is blank!

[DAS13]

Do you have a Form 1099-MISC with withholding?

Look on screen 14.1 for 1099 input. Where you put the tax withheld near the bottom of screen, there is a box above the withholding tax line, that you have to click on, to enter more information from the 1099, for purposes of e-filing. Just guessing here.

[msindc1]

Thanks . . . but nothing PA there, either!