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Common W-2 and State Tax Filing Issues in ProConnect Tax (IL, CA, MA, PA)

by Intuit Updated 1 week ago

This guide outlines common issues ProConnect Taxusers encounter with W-2s and state tax filings in Illinois, California, Massachusetts, and Pennsylvania.

General W-2 Issues

  • Incorrect or Missing Information: Always verify W-2 accuracy. If information is missing, contact the employer. Common errors include:
    • Incorrect Social Security numbers
    • Wage amounts
    • Withholding.
  • Multiple W-2s: If a taxpayer has multiple W-2s, ensure all are entered into ProConnect Tax to avoid underreporting income.
  • Late W-2s: If a W-2 is received after filing, an amended return (Form 1040-X) may be necessary.

State-Specific Issues

Illinois (IL)

California (CA)

Massachusetts (MA)

  • Non-Resident Income Allocation: If your client is a non-resident with income from Massachusetts sources, ensure accurate allocation of income to avoid overtaxation.
  • Reciprocity with New Hampshire: Massachusetts has reciprocity with New Hampshire. Ensure proper handling of income earned in New Hampshire.

Pennsylvania (PA)

  • Local Taxes: Pennsylvania has local Earned Income Taxes (EIT). Ensure accurate reporting based on the taxpayer's residence and work location.
  • Uniformity Clause: Pennsylvania's Uniformity Clause impacts how certain income is taxed. Understand its implications to avoid errors.
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