Form Help - Pennsylvania

This article is for state-specific form help. Use the table of contents to jump to the tax module you're working on, and then find the relevant form and line within that section.

Table of contents:

Individual

PA-40

Page 1, Lines 2,3

Have you confirmed your residency status? According to the Form Instructions, non-residents are not required to pay taxes on Interest, Dividends, and Capital Gains. Therefore, if these items are missing from your line, it may be due to your non-resident status. Residency can be verified on Screen 1 - Client Information.

-Form PA-40 Residency-

PA-40

Page 2, Line 17

Use Jump to Input on Line 17 to take you to 20.1. For Partnerships see Screen 20.1. For S Corporations see Screen 20.2. For Estates see Screen 20.3. There is a direct input section Pennsylvania Withholding where Tax withheld by partnerships can be used.

-Form PA-40 Residency-

Partnership

Form

Line (apply anchor name here under Advanced on the right)

This is where you will enter the line-specific help.

S Corporation

Form

Line (apply anchor name here under Advanced on the right)

ere)

This is where you will enter the line-specific help.

Corporation

Form

Line (apply anchor name here under Advanced on the right)

This is where you will enter the line-specific help.

Fiduciary

Form

Line (apply anchor name here under Advanced on the right)

This is where you will enter the line-specific help.