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PA does not have legal separation so client has to file MFS (no dependents). In 2019 she took ACA with PTC. MFS are not allowed the PTC, except under 2 exceptions, neither of which she qualifies for. However, ATX is allowing the credit on 8962. There is a box on the top of the 8962 to check if taxpayer meets the MFS exception. It does not matter if I check the box or not, ATX is giving her the credit. I have deleted the form and reentered it, still same result. Don't know how to fix this.

I'm filing client's PA CLGS-32-1 and having issues with the auto-populated biz income number. Client has sole prop consulting biz and moved from CA to PA at the end of February. So I'm allocating the SE income across 2 states. Her salary is all PA. But the number that ATX is populating on lines 5 & 7 of the above form aren't what I have on the PA Sch C. What I have on the C is $8353, but ATX is putting $7108 as the net profit from biz. Is there any adjustments for the local form I don't know about? The difference is more than the SE tax, less than SE health...I can't figure out where the $7108 is coming from.

My wife and I want to file our "Married Filing Jointly') 2016 (1040) Federal Income Tax Form as a Qualified Joint Venture (QJV). I have several questions. #1 If my wife's contribution has been exclusively "sweat equity" (as an unlicensed person) doing most of the quotations for our insurance clients; personally delivering issued policies to clients and maintaining the office and client records) and I "write" the business as the licensed broker, what % of the income and what % of the expenses can be allocated to my wife's contribution? I am OK with 50% if that is the requirement. #2 With the scenario of #1 above, how can Schedule C's line 9 Car & Truck expenses be shared in that we have 2 vehicles used in the business? Do we enter both vehicles with the identical data on the Car & Truck Worksheet on each of our Schedule C forms? #3 With the scenario of #1 above, how can the Schedule C line 17 Legal & Professional expenses (such as Errors & Omissions Insurance, NAIFA, etc.) be shared? #4 With the scenario of #1 above, can restaurant meals for just my wife and myself, arranged to discuss the business plans/opportunities/issues construed as "staff" meetings be treated as deductible business meals? Thanks for thoughtful answers.

Are employee-funded contributions to PSERS (Public School Employees' Retirement System in PA) eligible for the Retirement Savings Credit on Form 8880? PSERS is listed as a qualified, defined benefit retirement plan under 401(a). The form instructions for 8880 do not specifically mention 401(a) plans. Thanks

PA resident. sold MD Tax Free Bonds. I am thinking the gain on disposition would be exempt to MD resident, but taxable to PA resident. Correct? Thanks,