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Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.

Taxpayer has one employer

When the taxpayer works for one employer, but moved from city A to city B, the W-2 will show one Tax Collection District (TCD) code, one income amount and one withholding amount. The TCD code is the first two digits of the resident PSD code. First, determine the PSD codes associated with both the home addresses and the work address. Once the PSD codes for the home and work addresses are known, add or determine the city codes found in Setup >1040 Individual > Pennsylvania tab > Local Cities that are associated with the home and work PSD codes. For additional information on city codes, refer to the Local Earned Income Tax Return Section of the 1040 Pennsylvania Frequently Asked Questions.

Enter the city code associated with the work PSD code on federal Screen W-2, box 20, Code field. On Screen PAEIT, enter the city code associated with the prior home address in the field Taxing authority city code. On a second unit of Screen PAEIT, enter the city code associated with the current home address in the field Taxing authority city code. Enter P; Part-year resident in the Residency status field for both units of Screen PAEIT.

On the first unit of Screen PAEIT, enter the Change of address information in the statement dialog in the Miscellaneous section. Enter both the current address and the former address to account for all 12 months. When the Mark to allocate income based on months column is marked for the address associated with this Screen PAEIT, income will accumulate as if a resident and apportion the income by the appropriate number of months.

To force the withholding or estimate payments, enter them in the statement dialog attached to the field Payments allocated by amounts on Screen PAEITInc. In this statement dialog, choose the taxing authority city code and enter the amount of withholding associated with the allocated income. To see the results, review the Local Earned Income Tax Worksheet found in the Local folder of Forms view.

On the second unit of Screen PAEIT, enter the change of address information again and enter X in the Mark to allocate income based on months column for the address associated with this Screen PAEIT. Income will accumulate as if a resident and apportion the income by the appropriate number of months.

To force the withholding or estimated payments, enter them in the statement dialog attached to the field Payments allocated by amounts on Screen PAEITInc. In this statement dialog, choose the taxing authority city code and enter the amount of withholding associated with the allocated income. To see the results, review the Local Earned Income Tax Worksheet found in the Local folder of Forms view.

Taxpayer has more than one employer

When a taxpayer works for two different employers and moved from city A to city B (i.e. a taxpayer relocates for a new job), two part-year returns should be filed for each city that the taxpayer lived in by creating two units of Screen PAEIT. Enter the Taxing authority city code associated with each address on the separate units as well as P; Part-year resident in the Residency field. Assuming that the move from one city to another was job related and there was no earning overlap between the two cities, the income and withholding for each part-year return should be entered in the statement dialogs in Part-year Resident Information section of Screen PAEITInc.

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