New (tax) year, new help!

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. 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.

Enter the city code associated with the work PSD code on the federal W2 screen, box 20, Code field. On the PAEIT screen, enter the city code associated with the prior home address in the field Taxing authority city code. On a second unit of the PAEIT screen, 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 the PAEIT screen.

On the first unit of the PAEIT screen, enter the Change of address information in the statement 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 PAEIT screen, 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 attached to the field Payments allocated by amounts on the PAEITInc screen. In this statement, 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 Form view.

On the second unit of the PAEIT screen, 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 PAEIT screen. 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 attached to the field Payments allocated by amounts on the PAEITInc screen. In this statement, 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 Form 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 the PAEIT screen. 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 statements in Part-year Resident Information section of the PAEITInc screen.

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