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Screen PAPmt - Pennsylvania Payments and Extension (1065)

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Payments

Prior year overpayment
Enter any prior-year overpayment. The application transfers the amount to PA Schedule NW and automatically treats it as a first-quarter payment. Don't include this amount again in
1st payment
.
Total nonresident withholding payments, or: 1st - 5th payment
Enter the total of all nonresident withholding payments made for the tax year in
Total nonresident withholding payments, or
. The application transfers this amount equally to all quarters to complete PA Schedule NW.
Treat calculated amounts as amounts paid
If the return was completed using last year’s application and estimates were calculated for the current year, the application proformas the amounts into the
Calculated Amount
boxes. If there hasn't been data entry for estimate payments, enter
X
in
Treat calculated amounts as amounts paid
to move the calculated amounts into the
Amount Paid
 boxes.
To override the way the application applies the total to all quarters, enter the actual amounts of estimated taxes in the
1st payment
 through
5th payment
boxes. Once amounts are entered in any of the individual payment boxes, the application ignores the value in
Total nonresident withholding payments, or
to calculate PA Schedule NW.
The first four boxes in the
Date
 column default to the respective quarters’ due dates, and the fifth payment date defaults to the fourth-quarter date. If the payments weren't made on the estimate due dates, enter the actual dates of payment in the boxes provided.
Paid with extension
Each time you print the extension (via File, then Print Extensions) in the application:
  • calculates the extension payment amount and enters it in this box, and
  • prints this amount on the main return, not on the extension.
Alternatively, you can overrule the calculated amount by entering the amount actually paid with the current-year extension in this box. The application then displays the new amount in black.
note
  • To delete the overruled amount and restore the original calculated amount, right-click the box and select Delete overrule.
  • To confirm the accuracy of the overruled amount, right-click the box and select Acknowledge overruled data. The application then turns off the acknowledge functionality from the right-click menu. To restore the original amount later, you'll need to enter it manually.
  • If desired, you can set a user preference to mark boxes for which you overruled the calculated amounts and to list all overruled amounts in the Diagnostics window.
Pay reconciliation payment with return or extension
Enter a code to indicate when to print Form Nonresident Withholding Payment. Select F4 to see a list of available codes, which are also shown in the following table.
Code
Description
Result
1
Pay reconciliation payment with PA-65 return (default).
Reconciliation payment of nonresident withholding tax prints on PA Schedule NW, line C, and Nonresident Withholding Payment voucher is printed with the PA 20S / PA-65 return.
2
Pay reconciliation payment with the PA-65 extension.
Reconciliation payment of nonresident withholding tax prints on PA Schedule NW, line C and Nonresident Withholding Payment voucher is printed with the PA 20S / PA-65 extension.

Extension

Calculate extension
If you leave this box blank and run the extension utility, the application automatically selects the extension form to be used. If the federal return is extended and there is no balance due on the state return, the application won't print Form REV-276 because Pennsylvania accepts the federal Form 7004.
If the federal return is extended and there is a balance due on the state return, the application will print Form REV-276. If the federal return isn't extended, the application will print Form REV-276.
Enter
1
to force the application to use federal Form 7004. The application won't print Form REV-276. Enter
2
to force the application to print Form REV-276. To print the extension, select File, then Print Extensions.
note
The application also enters the due date in
Extended due date
.
Extended due date
If you've printed an extension by selecting File, then Print Extensions, or entered 1 or 2 in
Calculate extension
, the extended due date appears in this box. The extended due date is also reflected in the filing instructions.
Balance due on extension (Force)
If amounts are entered in these boxes, the application calculates the total payment on the extension, completes the
Calculate extension
 and
Extended due date
 boxes, and enters the amount in
Paid with
extension
.

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