PA Schedule G-S

[HV Ken]

Client, MFJ, lives in PA and both TP and SP work in NY. Both have NY taxes withheld on W-2.

When filing out the PA 40 return, on the Sch G-S, when I click on Filer the values that go into Part I number 2 column A are the combined for TP and SP. Same is true if I click on Spouse. When I click on Joint, column A boxes a-c go blank. The return appears to be correct if I check either the Filer or Spouse box, but intuitively I would expect only to see the TP values when I click on Filer, the SP values when I click on Spouse, and the combined values when I click on Joint.

Is it correct to merely click the Filer box, since the return is correct, and submit it that way? Or is there some subtle program usage that I am missing to get what would be expected with the Joint box?

Thanks.

[Kimberly K]

Client, MFJ, lives in PA and both TP and SP work in NY. Both have NY taxes withheld on W-2.

When filing out the PA 40 return, on the Sch G-S, when I click on Filer the values that go into Part I number 2 column A are the combined for TP and SP. Same is true if I click on Spouse. When I click on Joint, column A boxes a-c go blank. The return appears to be correct if I check either the Filer or Spouse box, but intuitively I would expect only to see the TP values when I click on Filer, the SP values when I click on Spouse, and the combined values when I click on Joint.

Is it correct to merely click the Filer box, since the return is correct, and submit it that way? Or is there some subtle program usage that I am missing to get what would be expected with the Joint box?

Thanks.

I saw your post this morning, but since I havent done a sch G-S this year, I didnt respond. At Block everything just flowed to the form, ATX is lacking flow on this form. But it can be easily changed, since PA combines all income for MFJ, I would click MFJ at the top and in the second column only include the NY income. But if your way works, go with that!

At block I always included the other state return with the PA (whenever a SCH G is needed) I also included the PA return when filing the other state return. I am not sure how to include these with ATX efiled, so I would send both as paper returns.