Form Help - Pennsylvania

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.