MJG CPA Posted January 11, 2008 Report Posted January 11, 2008 My client is settling his father's estate, who resided in PA. I am not familiar with PA taxes and having trouble getting return to come out the way I think it should. Very small amount of income - $2,500, all interest and dividends, which was distributed to the beneficiaries. ATX is not putting through a deduction for the beneficiary distributions on line 15 of sch DD (unless I'm doing something wrong), so Estate will pay tax on this income and then beneficiaries will be taxed again because their share of income is also being reported on their PA sch RK-1/NRK-1. Am I doing something wrong? Surely PA does not tax both the Estate and the beneficiaries on the same income? Your help would be greatly appreciated. Quote
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