As we are entering the 2024 tax season, the following are some changes that may impact the filing of Federal, DE, PA or NJ returns this year and beyond.

Pennsylvania

For tax years beginning on or after January 1, 2023 for PA Personal Income tax purposes:

  • Pennsylvania has increased the Section 179 expensing limit from $25,000 to $1,160,000
  • Pennsylvania will conform to the Federal IRC Section 1031 Like-kind exchange treatment

For tax years beginning on or after January 1, 2025:

  • Pennsylvania will conform to the Federal Grantor Trust treatment, allowing the grantor or owner of the trust to report the annual activity

New Jersey
For tax years beginning on or after January 1, 2023:

  • Single Factor Sales Apportionment will be utilized for Gross Income Tax (GIT) and NJ Business Alternative Income Tax (BAIT) purposes

Effective for taxable years beginning after December 22, 2022:

  • New Jersey will recognize the Federal “S” Election for new Corporations, a
    separate NJ “S” Election will no longer be necessary for new corps

Federal and State Underpayment Rates continue to increase as interest

Rates Increase – As of January 2024 Underpayment penalties will be calculated using the following annual rates:

  • Federal Delaware Pennsylvania New Jersey
    8.0% 6.0% 8.0% 11.5%
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