Pennsylvania BFR Orders Resident Credit for Taxpayers’ Multistate Tax Payments

The Pennsylvania Board of Finance and Revenue (BFR) issued an order in favor of the taxpayers’ petition for review of their 2023 personal income tax. The dispute arose after the Department of Revenue adjusted the taxpayers’ compensation upwards and issued an assessment for additional tax, which the taxpayers contested because they should receive credit for taxes paid to other states. After an unsuccessful appeal to the Board of Appeals, the taxpayers appealed to the BFR, providing amended returns and evidence of taxes paid to New York, California, and Minnesota. The Board found that the taxpayers had established their entitlement to ...