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Level 2
March 30, 2026
Question

Part year resident allocation for PA and GA

  • March 30, 2026
  • 1 reply
  • 0 views

I entered the allocation of interest and dividends on the federal return as provided in the instructions.  When I go to PA it still has the total.  How to I get PA to only show the portion taxable to PA?

1 reply

Level 3
March 31, 2026

To get PA to show only the portion that is taxable to PA, you will need to manually enter the allocation by using the PY Alloc Wks which is found under general infor St. Part-Yr/Nonresident.

 

The adjustments will be made in section 2 for interest and Section 3 for dividends. 

 

KsmesqAuthor
Level 2
March 31, 2026

Thanks for your reply.

That is exactly what I did and worked for all the other states but did not work for PA.

Any other suggestion on how to get it to work for PA?