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Screen PAH - Pennsylvania Compensation Apportionment (1040)

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Overview

Use this screen to enter information for Form PA-40 Schedule NRH, Compensation Apportionment when the Pennsylvania wages reported on Form W-2 aren't all taxable to Pennsylvania.
note
  • This screen only appears if you mark the state return as a part-year or nonresident return. To do so, select
    File
    ,
    Client Properties
    , the
    Pennsylvania
     tab, and make sure the applicable Part-year resident or Nonresident option is selected.
  • To complete Schedule NRH for Pennsylvania’s Schedule C and F, enter the apportionment amounts in the Nonresident Apportionment section of the PAC screen or PAF screen.
note
On a part-year or nonresident return, in order for Schedule NRH, Section C (PA Gross Taxable Compensation) to be completed the
Employer misreported or failed to report Pennsylvania gross earnings on the W-2
 field must be marked and one of the apportionment methods require data entry. Otherwise, completing one of the apportionment methods only completes Section D (Allowable Employee Business Expenses) of Schedule NRH.

General Information

W-2 wage information
The wage information is transferred from the federal W2 screen. Only those amounts that are coded
PA
 and don't have
10
 entered in the
State use
 field are used in the PAH screen. UltraTax CS uses this information to complete either line 9 or line 17 of Schedule NRH.
Employer misreported or failed to report Pennsylvania gross earnings on the W-2
For a part-year resident or nonresident return, when one of the apportionment methods contain data, Form PA-40 Schedule NRH, Section C is completed when this field is marked. If this field is blank, UltraTax CS completes Section E, line 17.
When this field is marked, an entry is required in the Apportionment Methods section of this screen. Either the
Working Day Basis
 or the
Business Volume Basis
 fields must be completed.
Reason for apportionment if W-2 is incorrect
Use this field to attach a statement to the return specifying a reason for apportionment if the W-2 amount isn't correct.
Apportioned reimbursements not included in W-2 (Force)
Use this field to enter business expense reimbursements not reported by the employer on Form W-2. UltraTax CS uses this information to complete the part-year resident or nonresident Form PA-40 Schedule NRH, Section E, line 19.

Apportionment Methods

Working Day Basis
Use these fields to enter days to apportion income from Form W-2. If the
Total number of days in tax year
 field is blank, UltraTax CS defaults to the number of days in the calendar year (365 or 366 for a leap year). The
Number of days worked in Pennsylvania
 field is required in order to apportion by days worked.
Business Volume Basis
Use these fields to enter dollar volume to apportion income from Form W-2. Both fields are required in order to apportion by business volume.

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