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Level 3
March 7, 2022
Question

PA 40 FULL YEAR RESIDENT HAS W2'S FROM PA AND NY. ON THE PA-40 IN BOX 1, DO I INCLUDE NY WAGES FROM W2 NY EMPLOYER?

  • March 7, 2022
  • 1 reply
  • 5 views

1. CLIENT IS A FULL YEAR RESIDENT OF PA, BUT HAS W2 EMPLOYER FROM NY AND ONE W2 EMPLOYER FROM PA.  DO I INCLUDE THE NY EMPLOYER FOR THE W2 WAGES ON PA-40 LINE 1?  OR DOES IT NEED TO MATCH THE FEDERAL 1040 WAGES?

2.  CLIENT IS A UNION WORKER.  WHEN DOING THE PA-UE, DO I JUST USE THE PA EMPLOYERS FOR THE UNION DUES, OR CAN I USE THE NY EMPLOYERS UNION DUES TOO?  

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1 reply

GodFather
Intuit Community Champion
March 7, 2022

In Pennsylvania you pay tax on total income.  You pay NY tax on the wages earned in NY.  On the PA 40 you would take a credit for taxes paid to other jurisdictions for the amount paid to NY.  

jh77Author
Level 3
March 9, 2022

Thank you. Could you possibly answer Part 2 of my question, about the union dues paid in NY.  She was a full year resident of PA.  I am doing the NY non-resident.  Can I put NY employers' union dues on PA UE?