1. You are filing a part year return for PA and only the income earned while living in PA is taxable. For 2025, PA will tax all income received. Select part year resident of PA The program will walk you through to allocate income correctly.2. Statutory residence is established by living there, even if it isn't your permanent home and requires a resident return. It will still tax the interest earned.

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grendoly

Question

oops i moved this to state taxes board

Forum|Forum|1 year ago
February 2, 2025
1 reply
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AmyC

1. You are filing a part year return for PA and only the income earned while living in PA is taxable. For 2025, PA will tax all income received.

Select part year resident of PA
The program will walk you through to allocate income correctly.

2. Statutory residence is established by living there, even if it isn't your permanent home and requires a resident return. It will still tax the interest earned.

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grendolyAuthor

Hi Amy,

Not sure if @MAK70 saw this on the other place I posted it, and sorry for the dupe, but:

"So when I enter the "adjustment amount", is that the amount of PA-only dividend (or interest) or is it the delta, the difference in the full year total and the PA only but entered as a positive number?

Also is the "type of adjustment" just no entry or "Other adjustment"?

Also, my "Adjust Federal Dividend Income" page has more listed than just dividends. ( it shows ordinary Divs, Capital Gain Distributions and U.S. Obligations as you see below) Do I total all up PA -only amounts of these as an "adjustment amount" (or delta/difference)? Thanks for any help!

Heres what I see on my Home and Biz on windows:

DianeW777

Yes, total all of the dividends, including the capital gains. The adjustment is the amount that is not taxed to Pennsylvania (PA) and you can use 'Other Adjustment' for the reason.

NOTE: Pennsylvania taxes capital gain distributions on Form 1099-DIV from mutual funds or other investments as dividends.

@grendoly

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