Skip to main content
Help articles
Search
Search UltraTax CS Support Help and Support.

This article applies to:

  • Product: UltraTax CS
  • State: Pennsylvania

File a local EIT return for a taxpayer who moved during the year

Follow these steps to file a local Earned Income Tax (EIT) return for a taxpayer who moved during the tax year.

Taxpayer with 1 employer

When the taxpayer works for 1 employer and moved from city A to city B, the W-2 will have 1 Tax Collection District (TCD) code, 1 income amount, and 1 withholding amount. The TCD code is the 1st 2 digits of the resident PSD code.
  1. Determine the PSD codes associated with both the home address and the work address.
  2. Select
    Setup
    ,
    1040 Individual
    , the
    Pennsylvania
     tab, then
    Local Cities
     to add or determine the city codes associated with the home and work PSD codes.
  3. Enter the city code associated with the work PSD code on the federal W2 screen, box 20,
    Code
     field.
  4. On the PAEIT screen, enter the city code associated with the prior home address in the
    Taxing authority city code
     field.
  5. On a 2nd unit of the PAEIT screen, enter the city code associated with the current home address in the
    Taxing authority city code
     field.
  6. Enter
    P; Part-year resident
     in the
    Residency status
     field of both units of the PAEIT screen.
  7. On the 1st unit of the PAEIT screen, enter the
    Change of address information
     in the statement for the Miscellaneous section. Enter both the current address and the former address to account for all 12 months.
  8. On the 2nd unit of the PAEIT screen, enter the change of address information again. 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 number of months.
  9. To force the withholding or estimate payments, enter them in the statement attached to the
    Payments allocated by amounts
     field on either PAEITInc screen. Select the taxing authority city code and enter the amount of withholding associated with the allocated income. You can review the results in the Local Earned Income Tax Worksheet found in the Local folder in Form view.

Taxpayer with more than 1 employer

When a taxpayer works for 2 different employers, and moved from city A to city B (moving for a new job), follow these steps to file 2 part-year returns for each city the taxpayer lived in.
  1. Create 2 units of the PAEIT screen.
  2. Enter the
    Taxing authority city code
     associated with each address on the separate units.
  3. Enter
    P; Part-year resident
     in the
    Residency
     field of each unit.
  4. Assuming that the move was job-related and there's no earning overlap between the 2 cities, enter the income and withholding for each part-year return in the statements for the Part-year Resident Information section of the PAEITInc screen.

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close