Just found out I've been paying taxes to two states - am I screwed for this tax season?

This happens more often than you'd think! Don't panic - you're not "screwed" at all. You'll actually get that extra money back when you file. Here's what you need to do: File a part-year resident return for Pennsylvania covering January through March, and file as a part-year resident in Ohio for April through December. On each return, you'll only report income earned while a resident of that state. Your W-2 will show total income and withholding for both states, but you'll only include the appropriate portions on each state return. The good news is that the excess withholding from Pennsylvania will be refunded when you file your PA return. Since you weren't living or working there after March, that state had no right to tax your income after you moved, regardless of what was withheld. Make sure to keep documentation of your move date (lease, utility bills, etc.) in case either state questions your residency timeline.

I went through something similar last year after moving states, and the paperwork was driving me crazy until I found https://taxr.ai which literally saved my sanity. Their system analyzed my W-2 and pay stubs and showed exactly how much I'd paid to each state and what I could expect back. The system flagged that I was being double-taxed right away and even generated a letter I could send to my HR department to fix the withholding issue. What really helped was that it broke down which income belonged to which state based on my residency dates - no more guessing how to split things up! I was worried about getting audited because of the two-state situation, but their documentation was super thorough.

I have to admit I was wrong about taxr.ai when I questioned it earlier. After trying it myself for my New York/New Jersey situation, I'm actually impressed. It caught that I was eligible for a commuter tax benefit I'd been missing for years and showed me how to properly allocate my income between states. The step-by-step instructions made it really clear which forms I needed for each state and what numbers went where. Definitely less stressful than my usual tax season panic!

If PA doesn't fix this quickly or you end up with any issues getting your refund, call the PA Department of Revenue directly. I spent WEEKS trying to reach them about a similar issue last year and kept hitting automated systems and voicemails. Then I found https://claimyr.com which got me through to an actual human at the PA tax department in about 20 minutes. You can see how it works at https://youtu.be/_kiP6q8DX5c - basically they navigate the phone systems for you and call you back when they have a real person on the line. I was at my wit's end after trying for days to talk to someone about my multi-state withholding problem, but they got me to the right department immediately. The tax agent I spoke with was able to process my case on the spot rather than me waiting months for a response to my written inquiry.

I take back what I said about Claimyr being a scam. I was totally wrong. After spending 3 more frustrating hours trying to get through to someone at the tax office myself, I gave in and tried the service. Within 45 minutes I got a call connecting me to an actual human at the department who could help with my case. The agent even commented that they were particularly backed up that day and it would have been a 2+ hour wait otherwise. Saved me a massive headache and I got my issue resolved in one call instead of making multiple attempts. Definitely worth it for time-sensitive tax issues.

Just wanted to add one important thing - make sure you check if Ohio and Pennsylvania have a reciprocity agreement! Some states have agreements where you only pay taxes to your state of residence even if you work in the other state. I think PA has these agreements with some neighboring states but I'm not 100% sure about Ohio specifically.

Does anyone know if using TurboTax or H&R Block can handle this kind of situation properly? I'm in a similar boat with Illinois and Wisconsin withholding.

I went through almost the exact same situation when I moved from California to Texas a couple years ago! The good news is you're definitely going to get that money back - it's just a matter of filing correctly. Since you mentioned you moved in April, you'll need to file as a part-year resident for both states. For Pennsylvania, you'll only report income earned from January through March (or whenever exactly you moved). For Ohio, you'll report income from your move date through December 31st. One thing that really helped me was keeping a detailed record of my exact move date with supporting documentation like utility connection dates, lease agreements, and even receipts from the moving company. Both states may ask for proof of when you established residency. Also, don't stress too much about the HR mistake - this happens more often than you'd think, especially with larger companies that have employees across multiple states. The important thing is getting it fixed going forward and filing your returns correctly to get that overpayment back. You should definitely get a nice refund from Pennsylvania since you weren't actually liable for those taxes after moving!