Screen PAOthWH - Pennsylvania Miscellaneous and Other Withholding (1040)

Overview

Use this screen to complete supplemental data entry for electronic filing. Amounts entered on this screen don't affect the calculation of the tax return.
The Pennsylvania Department of Revenue requires supporting detail in the electronic record for all Pennsylvania state withholding claimed on the Pennsylvania tax return.
UltraTax CS transfers withholding information to this screen from the federal StPmt, B&D, Income, 1099M, C, Rent, F, and 4835 screens when
State W/H
has information entered and the
State postal code
is
PA
. The minimum supplemental information that's required on this screen to pass the electronic file error check is the payer name.
UltraTax CS automatically includes detail from Forms W-2, W-2G, and 1099-R in the electronic record based on data entry on the federal W2, W2G, or 1099R screens. UltraTax/1040-PA displays critical diagnostics when required information is missing from the federal screens. Withholding detail from Forms W-2, W-2G, and 1099-R isn't displayed on this screen.

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