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Pennsylvania Chapter

Chapter President

Kathryn Bowman, EA
64 Crestview Drive
Lebanon, PA 17042-7917
Phone: 717.273.2742

Chapter Announcements

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Picture Placeholder: James Marlin Bower, Sr
  • James Marlin Bower, Sr
15/2/2018 3:05 PM

I am working on a PA fiduciary tax return and I wanted to ask if municipals from PA are taxable on the PA-41. I understand that they are taxable on the1041 for federal when they are sold in the estate.​

Kathryn A Bowman, EA5/4/2018 9:07 AMNo
Picture Placeholder: Dilip Pandhi, CPA
  • Dilip Pandhi, CPA
03/19/2018 3:07 PM

​Can a part time PA resident  claim/get credit for state tax paid to CA and MA?​

3/19/2018 3:07 PMNo
Picture Placeholder: Karen M Rogers, EA
  • Karen M Rogers, EA
116/21/2017 10:40 AM

Just wondered if any else has received the letter from pa requesting documentation for expenses listed on a individual pa sch c for 2016,  have received a number of these request for verification on the cost of goods sold reported on the sch c and also for verification for vehicle expense and other expenses listed on line 37 other expenses, i have been able to get the taxpayers to gather the information and have submitted the documentation, and have not received any response back from pa, i know it takes them a while. just wondered if any one  else was going through the same thing



Wendy J Howig, EA10/18/2017 9:13 AMNo
Picture: Jo Ann Mensinger
  • Jo Ann Mensinger
12/13/2017 10:05 AM

​Client W-2 PA wages are $39,806; local EIT wages $45,056.  I ask the client why the difference in wages and he told me that he had to pay local EIT for his health insurance premiums.  There is nothing on his W-2 showing health insurance.  I don't ever recall a client paying additional taxes for local EIT, and generally, the wages are the same for PA and EIT.  Could someone please let me know if he needs to have his W-2 corrected?

Kathryn A Bowman, EA2/19/2017 11:01 AMNo
Picture Placeholder: Karen Wehrman, RTRP
  • Karen Wehrman, RTRP
13/28/2016 11:04 AM

I am preparing my first SMLLC.  What forms besides the RCT-101 should be included.  Taxpayer does acupuncture.  This the first year reporting with a negative net income on schedule c​.   Any guidance would be greatly appreciated.


Kathryn A Bowman, EA4/10/2016 12:37 PMNo
Picture Placeholder: Karen Wehrman, RTRP
  • Karen Wehrman, RTRP
23/17/2016 1:47 PM

Taypayer received 1099-r with code 4D.  It was from and Life Company for a deceased grandparent.  How do you know if the amount is taxable to the State?

Karen Wehrman, RTRP3/21/2016 1:20 PMNo
Picture Placeholder: L Scott Waldo, AFSP
  • L Scott Waldo, AFSP
23/4/2016 9:28 AM

I don't do alot of pa rct 101.  So,  am I reading the 2015 fall seminar book correctl?  If you are a single member LLC in Pa.  It looks like if you do not pay  the cni and cf/ff tax, you file a final return for the rct-101 in 2015 .   Just double checking on this.   Any reponse would be appreciated.  

L Scott Waldo, AFSP3/7/2016 7:40 PMNo
Picture Placeholder: Charles W Starr, EA
  • Charles W Starr, EA
12/19/2016 2:17 PM

The receipient received a full scholarship. As an example the full amount received was $60,000​. and the amount used for tuition and books was $45,000. Now I realize that the difference is taxable for federal, but what about Pennsylvania. From what I get out of the PA income tax guide it would not be taxable for PA. Is that correct

Kathryn A Bowman, EA2/21/2016 5:45 PMNo
Picture Placeholder: Thomas P Maher, RTRP
  • Thomas P Maher, RTRP
21/3/2016 5:52 PM

I have listed each of my father's IRA's on this schedule valued at their NAV at his date of death.  Should I have listed each of his four beneficiaries for each of the three IRA's and also may I claim the $3,000 exemption for each beneifciary for each IRA?​

Thomas P Maher, RTRP1/7/2016 6:28 PMNo
Picture Placeholder: Eileen R Evans, CPA
  • Eileen R Evans, CPA
110/29/2015 11:48 AM

​My client is recently divorced and rolled over her settlement from husband's 401(k) into an IRA. She is now taking some out as early distribution to buy a house and qualifies for first time home buyer. Do I have to get husband's basis in the 401(k) to determine how much is taxable for PA or does PA have an exception for this? Thank you. 

Samuel A Wingard, AFSP10/29/2015 3:39 PMNo
Picture Placeholder: Karen Wehrman, RTRP
  • Karen Wehrman, RTRP
17/11/2015 9:04 AM

How do you file for someone who is active miliary.  They are stationed in another state but the state of record is PA.  Is this taxable income?  If not, how do you record it?  Any help would be appreciated.  Thank you.

Samuel A Wingard, AFSP7/11/2015 12:11 PMNo
Picture Placeholder: Eileen R Evans, CPA
  • Eileen R Evans, CPA
36/19/2015 7:19 PM

So as we all know, PA never follows the IRS bouncing ball.  Has there been any discussions or guidance on how these new Repair and Improvement regulations impact PA returns? If I do a late partial disposition with a catch up deduction on form 4797 (via form 3115), there is no benefit for PA purposes since PA does not allow losses. Must these changes be made for PA purposes or can we continue to use the original basis for PA depreciation purposes, similar to a like-kind exchange asset has different basis? 

Eileen R Evans, CPA6/22/2015 2:37 PMNo
Picture Placeholder: Samuel A Wingard, AFSP
  • Samuel A Wingard, AFSP
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
  • Deborah Mininger Lahneman, ATP
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 christy.swoboda@abrahamcompanypllc.com

Kathryn A Bowman, EA11/2/2014 12:41 PMNo
Picture Placeholder: Randy B Messinger
  • Randy B Messinger
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 Messinger10/14/2014 3:43 PMNo
Picture Placeholder: Kenneth Portera, EA,ATP
  • Kenneth Portera, EA,ATP
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
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