Pennsylvania Chapter


Chapter President

Kathryn Bowman, EA
64 Crestview Drive
Lebanon, PA 17042-7917

Phone: 717.273.2742

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Picture Placeholder: Samuel A Wingard, RTRP
  • Samuel A Wingard, RTRP
02/18/2015 6:02 AM

Can anyone explain to me why the 2014 bonus paid by the UMWA to retirees was reported to them on a W-2 instead of on their 1099-R and does that mean it is taxable to PA and local? ​

2/18/2015 6:02 AMNo
Picture Placeholder: Deborah Mininger Lahneman, ATP RTRP
  • Deborah Mininger Lahneman, ATP RTRP
11/21/2015 7:56 PM

I purchased envelopes that I give to my clients with their Federal and PA vouchers and envelopes in them for the year.  It also has an area for them to record their payment and the date paid and check number.  Cannot find them online.  Does anyone know where to purchase these?



Kathryn A Bowman, EA1/31/2015 9:03 PMNo
Picture Placeholder: James Edward Brown
  • James Edward Brown
11/31/2015 11:22 AM

​I use Taxslayer software. My federal and state updates are current but when I print a PA return I'm getting a dark horizontal message that says: WAITING ON FINAL APPROVAL DO NOT MAIL.  This also prints on my generic local return.  Is anybody else getting this?  Can Pennsylvania actually be this far behind?  Any thoughts?

Kathryn A Bowman, EA1/31/2015 8:58 PMNo
Picture Placeholder: Donald G Jewkes, EA
  • Donald G Jewkes, EA
11/31/2015 3:19 PM

​I have a client who lives in UT but has a rental in PA. This year I could claim Sec. 179 on some tangible personal property PIS for the rental. My software has a  message that Sec 179 property may be limited at the state level. Does anyone know if it can't be claimed on the PA state return?

Kathryn A Bowman, EA1/31/2015 8:57 PMNo
Picture Placeholder: Thomas P Maher, RTRP
  • Thomas P Maher, RTRP
310/21/2014 2:30 PM

With a SMLLC (a non Sub S Corp) the IRS and PA require only a Schedule C for the personal income tax however PA also requires aa Corporate Tax Return, the RCT-101 which needs to be filed regarding the Capital Stock/Franchise tax.   

Looking for someone with experience in filing the RCT-101 electronically.  I found ProSeries to be much less than user friendly.  I would appreciate any comments on this filing topic.

Tom Maher, RTRP

Harrisburg, PA

Kenneth Lahner, CPA11/12/2014 12:01 PM17No
Picture Placeholder: Christy Lynn Swoboda
  • Christy Lynn Swoboda
110/30/2014 9:38 AM

​I am trying to find out if the Pennsylvania Chapter will be offering an Introduction to Tax Prep course for this upcoming tax season.  I am a member from WV and we do not have a chapter, the class Ohio's chapter is offering is 4hours away.  Was hoping PA was going to have a class that might be held in the western part of the state around Pittsburgh.  Anyone able to provide me with this info?

Thanks,  Christy Swoboda

My email is

Kathryn A Bowman, EA11/2/2014 12:41 PMNo
Picture Placeholder: Randy B Messinger, RTRP
  • Randy B Messinger, RTRP
210/12/2014 8:20 PM


I am an NATP member in CT and have been asked to do a PA return. The state instructions are confusing.

Are 401, 403B or IRA withdrawals taxable on PA state personal income tax?

Before turning 59 1/2?

After turning 59 1/2, but still working?

If they are NOT taxable, how & where do I get them out of gross income?

Thanks! Trying to finish before extension expires!


Randy B Messinger, RTRP10/14/2014 3:43 PMNo
Picture Placeholder: Kenneth Portera, ATP EA
  • Kenneth Portera, ATP EA
04/25/2014 5:20 PM

I have a client who purchased rental RE in 2013 under his name. We are recording rental income and expenses on Sch E. he is not a RE professional. 

In early 2014 he felt the need to form a LLC to protect his personal assets. 

Just recently he contacted his attorney to have him move the property into the LLC. To our surprise a RE transfer tax based upon the value of the property was so excess that the establishment of the LLC now has little meaning. 

I recall reading somewhere that if the conveyance of property is transferred without any monetary consideration the transfer tax is not imposed. 

Just trying to get a better handle on this so we can move forward in using the LLC as intended.  ​

4/25/2014 5:20 PMNo
Picture Placeholder: Purvi Gandhi, EA
  • Purvi Gandhi, EA
04/16/2014 11:26 AM
4/16/2014 11:26 AMNo
Picture Placeholder: Helen J Richardson, EA
  • Helen J Richardson, EA
13/22/2014 7:23 AM

​Is there a reason that the Defense Finance  only witholds 1% not  3.4% ?  W2 shows city tax of 735.00 on 73350  city tax w/h .  This would be in Scranton. Thank you HJ

Patti S Blum4/7/2014 3:31 PMNo
Picture Placeholder: Jo Ann Mensinger, RTRP
  • Jo Ann Mensinger, RTRP
13/14/2014 2:58 PM

​Client sold stock in 2013.  The 1099-B has 170 entries of stock sales. Does PA accept a copy of the 1099-B in lieu of putting all the entries on the Schedule D?  The Schedule D does show statement attached along with the sales prices, cost basis and gain.

Thank you for your assistance!

JoAnn Mensinger, RTRP

Carolyn J McGlinn, RTRP3/16/2014 5:22 PMNo
Picture: Megan Sonicksen
  • Megan Sonicksen
012/6/2013 10:35 AM

​With tax season fast approaching, remember your Chapter discussion board can be a great resource for state and local tax issues as well as utilizing the state tax volunteers.

Megan Sonicksen, NATP Tax Communications​
12/6/2013 10:35 AMNo
Picture Placeholder: Megan Sonicksen
  • Megan Sonicksen
09/30/2013 8:56 AM

​Please use this discussion board for discussions specifically relating to the Chapter, state or local tax discussions.

For general discussion items relating to business management, federal tax or education, please use the discussion board located under Member Center>Community.

9/30/2013 8:56 AMNo

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