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US Individual Income Tax Return

Annual income tax return filed by citizens or residents of the United States.

Request for Taxpayer Identification Number (TIN) and Certification

Used to request a taxpayer identification number (TIN) for reporting on an information return the amount paid.

Employee’s Withholding Allowance Certificate

Complete Form W-4 so that your employer can withhold the correct federal income tax from your pay.

Installment Agreement Request

Use this form to request a monthly installment plan if you cannot pay the full amount you owe shown on your tax return (or on a notice we sent you).

Premium Tax Credit (PTC)

Use Form 8962 to figure the amount of your premium tax credit (PTC) and reconcile it with any advance payments of premium tax credit (APTC).

Amended U.S. Individual Income Tax Return

Correct Forms 1040, 1040A, 1040EZ, 1040NR, or 1040NR-EZ,change amounts previously adjusted by the IRS, or make a claim for a carryback due to a loss or unused credit.

Estimated Tax for Individuals

Figure and pay your estimated tax on income that is not subject to withholding.

Power of Attorney and Declaration of Representative

Use this form to authorize an individual to represent you before the IRS.

Employer’s Quarterly Federal Tax Return

Employers who withhold income taxes, social security tax, or Medicare tax from employee’s paychecks or who must pay the employer’s portion of social security or Medicare tax.

Employee’s Withholding Allowance Certificate

Complete Form W-4 so that your employer can withhold the correct federal income tax from your pay.

Wage and Tax Statement

Employers must file a Form W-2 for each employee from whom Income, social security, or Medicare tax was withheld.

Heavy Highway Vehicle Use Tax Return

Figure and pay the tax due on heavy highway vehicles, report other heavy highway vehicle information.

Application for Employer Identification Number (EIN)

Use this form to apply for an employer identification number (EIN).

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Pennsylvania Individual Income Tax, pa income tax forms.#Pa #income #tax #forms

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Pennsylvania Individual Income Tax

Pa income tax forms

Individuals in Pennsylvania pay a flat tax of 3.07 percent. This means that in Pennsylvania everyone pays 3.07 percent, no matter how much income they make. However, if your income is low enough, the state will forgive your tax debt, bringing your tax bill to zero.

Pennsylvania does not allow for a standard deduction or a deduction for personal exemptions (dependents). Therefore, the allowed deductions, tax credits, and exclusions from income become all the more important.

What Income Is Taxable?

Pennsylvania assesses tax on the eight classes of income:

  1. Compensation
  2. Interest
  3. Dividends
  4. Net profits from a business, profession, or farm
  5. Net gains from the dispositions of property
  6. Net gains from rents, royalties, patents, and copyrights
  7. Income from estates or trusts
  8. Gambling and lottery winnings other than Pennsylvania Lottery winnings

What Income Is Exempt?

Common income items that are exempt from Pennsylvania income tax include:

  • Capital gains from the sale of a principal residence for those who satisfy ownership and use requirements
  • Personal use of employer-owned property
  • Child support
  • Alimony
  • Social security benefits, public and private pensions, and IRA distributions
  • Worker’s compensation, unemployment benefits, and public assistance
  • Sick pay
  • Inheritances and gifts

For full details on all exempt income items see the instructions to Form PA-40.

What Can I Deduct?

Pennsylvania does not allow many of the deductions that are allowed on your Federal tax return, limiting your deductions to the following three:

  • Employment related expenses that were not reimbursed by your employer are allowed to be deducted from your gross compensation. Pennsylvania requires the costs to be ordinary, necessary, reasonable, and directly related to your occupation. You are allowed to deduct ALL of these costs as Pennsylvania does not impose the Federal limits on this deduction.
    • Medical savings and health savings account contributions are deductible to the extent they are deductible for Federal (IRS) tax purposes. If you received a deduction for these contributions on your Federal return, your Pennsylvania deduction would be the same as your Federal deduction. Your Federal deduction can be found on Line 25 of your Federal Form 1040.
    • 529 college savings account contributions made during the tax year can be deducted up to the limit of $13,000 per beneficiary. This deduction applies to both Pennsylvania 529 plans and out-of-state 529 plans.

    What Tax Credits Are Available?

    Tax credits reduce your tax debt directly, similar to a payment. Pennsylvania offers these credits to individuals:

    • Resident Credit is a credit for gross or net income taxes paid to other states or foreign countries by Pennsylvania residents
    • Tax Forgiveness Credit is a credit extended to taxpayers who are single, married, and/or have dependents and whose income from all sources (including tax exempt items like alimony, child support, social security, etc.) does not exceed certain income limits. Depending on your number of dependents and income you can receive a credit of anywhere from 10 percent to 100 percent your tax liability.

    Filing Your Return

    If you are a Pennsylvania resident, nonresident, or part-year resident, you must file a Pennsylvania tax return if you received over $33 in gross income or you sustained a loss from any transaction as an individual, sole proprietor, partner in a partnership, or Pennsylvania S-corporation shareholder. Forms are available on the Pennsylvania Department of Revenue s Web site. You can also call 1-888-PATAXES to order forms and have them mailed or faxed to you.

    You can choose to mail your return, file over the telephone (Tele-file), fill out and submit your return online, or e-file using tax software such as TurboTax. Tax returns and payment must be postmarked on or before April 15th.


    Earned Income Tax forms for Individuals – Capital Tax Collection Bureau, pa income tax forms.#Pa

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    Earned Income Tax forms for Individuals

    • Click here to file your tax return online (RECOMMEND ADOBE VERSION 10.1 OR HIGHER)
    • Individual online filing instructions
    • Download/Update Adobe Reader

    2017 Member Earned Income Tax Rate Table to be used to help taxpayers of member municipalities and school districts determine their Earned Income Tax Rate for the 2015 tax year.

    2017 Taxpayer’s Quarterly Estimated Earned Income Tax Form – to be used by self – employed taxpayers and/or taxpayers who’s employer(s) are NOT withholding local tax

    • 2016 Tax Return (Form 531)
      • Instructions
      • Print-only version
      • Part Year Resident/Income Proration Worksheet
    • Tax Credit Schedule G (for taxpayers who work, but do not live, in Philadelphia)
      • Schedule G (PDF format – print only)
    • Application for extension of time to file 2016 Earned Income Tax Return (Form 531)
      • Extension Application (PDF format – print only)

    2016 Member Earned Income Tax Rate Table to be used to help taxpayers of member municipalities and school districts determine their Earned Income Tax Rate for the 2015 tax year.

    Taxpayer’s Quarterly Estimated Earned Income Tax Form – (to be used by self – employed taxpayers and/or taxpayers who employers are NOT withholding local tax)

    • 2015 Tax Return (Form 531)
      • Instructions
      • Print-only version
      • Part Year Resident/Income Proration Worksheet

    2015 Member Earned Income Tax Rate Table to be used to help taxpayers of member municipalities and school districts determine their Earned Income Tax Rate for the 2015 tax year.

    Taxpayer’s Quarterly Estimated Earned Income Tax Form – (to be used by self – employed taxpayers and/or taxpayers who employers are NOT withholding local tax)

    • 2014 Tax Return (Form 531)
      • Instructions
      • Print-only version
      • Part Year Resident/Income Proration Worksheet
    • 2014 Tax Return (Form 531) for Juniata Valley School District Residents ONLY! You must file on this form and mail it into our office. Youcannot filetax year 2014onlinedue to the tax rate change on July 1, 2014.
      • Instructions
      • Print-only version
    • Tax Credit Schedule G (for taxpayers who work, but do not live, in Philadelphia)
      • Schedule G (PDF format – print only)
      • Schedule G (Excel format – print only)
      • Schedule G (Excel format – self calculating)

    2014 Member Earned Income Tax Rate Table to be used to help taxpayers of member municipalities and school districts determine their Earned Income Tax Rate for the 2014 tax year.

    Taxpayer’s Quarterly Estimated Earned Income Tax Form – (to be used by self – employed taxpayers and/or taxpayers who employers are NOT withholding local tax)

    • 2013 Tax Return (Form 531)
      • Introduction
      • Instructions
      • Print-only version
      • Self Calculating Version
    • Tax Credit Schedule G (for taxpayers who work, but do not live, in Philadelphia)
      • Schedule G (PDF format – print only)
      • Schedule G (Excel format – print only)
      • Schedule G (Excel format – self calculating)
    • Partial Year Resident Proration worksheet (schedule P) – to be used by those individuals who moved in 2013
      • Schedule P (PDF format)

    Taxpayer’s Quarterly Estimated Earned Income Tax Form – (to be used by self – employed taxpayers and/or taxpayers who employers are NOT withholding local tax)

    • 2012 Tax Return (Form 531)
      • Introduction
      • Instructions
      • Print-only version
    • Tax Credit Schedule G (for taxpayers who work, but do not live, in Philadelphia)
      • Schedule G (PDF format – print only)
      • Schedule G (Excel format – print only)
      • Schedule G (Excel format – self calculating)
    • Partial Year Resident Proration worksheet (schedule P) – to be used by those individuals who moved in 2012
      • Schedule P (PDF format)

    Taxpayer’s Quarterly Estimated Earned Income Tax Form – (to be used by self – employed taxpayers and/or taxpayers who employers are NOT withholding local tax)


    TaxHow – Pennsylvania Tax Filing, pa income tax.#Pa #income #tax

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    Pennsylvania Tax Filing

    Pa income tax

    Filing Your Taxes in Pennsylvania

    Filing taxes can be frustrating. Here, you can find information that will help make filing your taxes easier and faster. Find out what your residency status is, which forms you need to file and on what income.

    One thing all people paying taxes in Pennsylvania need to keep in mind that Pennsylvania charges local and school taxes in addition to the 3.07% state income tax. If you have a low income, you may qualify for a Tax Forgiveness Credit.

    Income tax returns must be filed by April 18th.

    Online Tax Software: Taxes Made Easy

    If you want to make doing your taxes online easy, you might want to consider using online tax software. e-File.com and TaxAct are the most well-known software providers out there for doing your taxes online, but they each have their pros and cons: Compare them here!

    • Fast Refund
    • Pricing
    • Ease of Use
    • Accuracy
    • Phone Support
    • Local Support
    • FREE Audit Support

    Pennsylvania Tax Forms

    • PA Schedule PA-40X – Pennsylvania Schedule PA-40X – Amended
    • PA Tax Booklet – Pennsylvania Personal Income Tax Return Booklet
    • PA Form PA-40 – Pennsylvania Income Tax Return
    • Pennsylvania Schedule G – Pennsylvania Credit for Tax Paid To Other States
    • Pennsylvania Form Rev-276 – Pennsylvania Application for Extension to File
    • PA Schedule A/B – Pennsylvania Interest and Dividend Income, Income from Estates and Trusts
    • Pennsylvania Schedule C (Form 1040) – Profit or Loss From Business
    • Pennsylvania Form PA-8453 – Pennsylvania Individual Income Tax Declaration for Electronic Filing
    • Schedule D (Form 1040) – Capital Gains and Losses
    What is My Residency Status?

    There are four groups of people who need to file some sort of tax form in Pennsylvania. Pennsylvania residents, part-year Pennsylvania residents, people who live in Pennsylvania but work in another state, people who live in another state and work in Pennsylvania and people who sold property in Pennsylvania that tax year.

    Pennsylvania Residents

    Not all Pennsylvania residents are required to file an income tax return using Form PA-40. To find out if you have to file a Pennsylvania resident tax return and all of the information you need to do fill out Form PA-40 correctly, you can download the PA-40 Instructions Booklet above.

    Part-Year Residents

    Pennsylvania taxes any and all income earned in or out of state if you were a resident as well as on all income earned in Pennsylvania regardless of residency status. Part-year Pennsylvania residents must file a state income tax return using Form PA-40 for any income earned while they were residents of Pennsylvania. You will also need to file any additional forms for the time in which you were not a resident. Refer to page 15 of the Pennsylvania Personal Income Tax Guide, which you can download above, for help on filing a part-year resident return. There is a whole section dedicated to nonresident tax returns.

    Pennsylvania Residents Who Work Out of State

    Pennsylvania residents working in any state are still required to file an income tax return with Pennsylvania and the state in which they work. If you want to make sure you don’t get taxed twice (dual taxation), you will need to fill out Schedule G and file it with your Pennsylvania resident state income tax return (Form PA-40) and you will be credited for any taxes paid to other states.

    Work in Pennsylvania, Live Out of State

    If you do not live in Pennsylvania, but you work there, you will be required to file a tax return for any income earned in Pennsylvania. Pennsylvania considers wages and salaries from employment as taxable income. To file taxes on income earned in Pennsylvania, fill out Schedule C. For more information on how to file as a nonresident and how to fill out a Schedule C, see the Pennsylvania Personal Income Tax Guide which you can download above.

    Any nonresidents who sold property in Pennsylvania are required to file taxes on any income they earned from that sale. To file a return on income from the sale of property, fill out a Schedule D. For more information see the Pennsylvania Personal Income Tax Guide which you can download above.


    Pennsylvania State Taxes – Guide and Reference, pa income tax.#Pa #income #tax

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    Pennsylvania State Taxes

    Pa income tax

    Pa income tax

    Pennsylvania state taxes extend from the usual income taxes, sales taxes, and real and personal property taxes to an inheritance tax and even an obsolete estate tax. The state throws in a few other little taxes as well, depending on exactly what you purchase there.

    Property Taxes

    Technically, the state of Pennsylvania does not collect real and personal property taxes, but its counties, municipalities, and school districts do.

    Real property value is determined by the county assessor and tax bills are calculated using millage rates — one mill is equal to 1/10 of one cent, or $0.001. You ll pay $1 in tax for every $1,000 of assessed property value at a rate of one mill. Each locality has its own millage rate, but rates cannot exceed 30 mills or $30 per $1,000 of assessed value without special court permission.

    Property Tax/Rent Rebate

    Pennsylvania s property tax/rent rebate program offers rebates for property taxes already paid either by homeowners or renters who qualify:

    • You or your spouse must be 65 years or older to qualify.
    • A widow or widower qualifies at age 50 or older.
    • Those age 18 and older qualify if they are permanently disabled.
    • A qualifying homeowner s annual income cannot exceed $35,000, and this includes half of his Social Security income.
    • Renters cannot earn more than $15,000 annually and the same Social Security rule applies.

    Special rules were set in place in 2015 to prevent some homeowners and renters from being disqualified on the basis of income due to Social Security cost-of-living adjustments. You may still qualify if your annual income is as much as $36,663 for homeowners or $15,713 for renters, including half your Social Security income, if you previously received a property tax rebate.

    The state encourages you to apply to find out – the worst that can happen is that your claim will be denied.

    The maximum rebate is $650 as of 2016, down to $250 for those with higher incomes. Some homeowners can receive supplemental rebates increasing the total to $975. File Form PA-1000 by June 30.

    State Income Taxes

    Pennsylvania is one of only a few states with a flat tax system. The state assesses a 3.07% tax rate regardless of how much income you earn. Pennsylvania does not allow taxpayers to deduct personal exemptions. A tax forgiveness credit is available to low income filers.

    Estate and Inheritance Taxes

    Although Pennsylvania does have an estate tax on its books, it s no longer enforced. An estate tax would typically be levied on the overall value of a decedent s estate.

    The state does impose an inheritance tax on individual bequests made to beneficiaries, payable by the beneficiary. Surviving spouses and surviving parents inheriting from a minor age 21 or younger are exempt. The tax ranges from 4.5 percent on gifts to direct descendants to 12 percent for siblings and 15 percent for all other beneficiaries except some charitable, government and political organizations.


    Earned Income Tax forms for Individuals – Capital Tax Collection Bureau, pa income tax forms.#Pa

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    Earned Income Tax forms for Individuals

    • Click here to file your tax return online (RECOMMEND ADOBE VERSION 10.1 OR HIGHER)
    • Individual online filing instructions
    • Download/Update Adobe Reader

    2017 Member Earned Income Tax Rate Table to be used to help taxpayers of member municipalities and school districts determine their Earned Income Tax Rate for the 2015 tax year.

    2017 Taxpayer’s Quarterly Estimated Earned Income Tax Form – to be used by self – employed taxpayers and/or taxpayers who’s employer(s) are NOT withholding local tax

    • 2016 Tax Return (Form 531)
      • Instructions
      • Print-only version
      • Part Year Resident/Income Proration Worksheet
    • Tax Credit Schedule G (for taxpayers who work, but do not live, in Philadelphia)
      • Schedule G (PDF format – print only)
    • Application for extension of time to file 2016 Earned Income Tax Return (Form 531)
      • Extension Application (PDF format – print only)

    2016 Member Earned Income Tax Rate Table to be used to help taxpayers of member municipalities and school districts determine their Earned Income Tax Rate for the 2015 tax year.

    Taxpayer’s Quarterly Estimated Earned Income Tax Form – (to be used by self – employed taxpayers and/or taxpayers who employers are NOT withholding local tax)

    • 2015 Tax Return (Form 531)
      • Instructions
      • Print-only version
      • Part Year Resident/Income Proration Worksheet

    2015 Member Earned Income Tax Rate Table to be used to help taxpayers of member municipalities and school districts determine their Earned Income Tax Rate for the 2015 tax year.

    Taxpayer’s Quarterly Estimated Earned Income Tax Form – (to be used by self – employed taxpayers and/or taxpayers who employers are NOT withholding local tax)

    • 2014 Tax Return (Form 531)
      • Instructions
      • Print-only version
      • Part Year Resident/Income Proration Worksheet
    • 2014 Tax Return (Form 531) for Juniata Valley School District Residents ONLY! You must file on this form and mail it into our office. Youcannot filetax year 2014onlinedue to the tax rate change on July 1, 2014.
      • Instructions
      • Print-only version
    • Tax Credit Schedule G (for taxpayers who work, but do not live, in Philadelphia)
      • Schedule G (PDF format – print only)
      • Schedule G (Excel format – print only)
      • Schedule G (Excel format – self calculating)

    2014 Member Earned Income Tax Rate Table to be used to help taxpayers of member municipalities and school districts determine their Earned Income Tax Rate for the 2014 tax year.

    Taxpayer’s Quarterly Estimated Earned Income Tax Form – (to be used by self – employed taxpayers and/or taxpayers who employers are NOT withholding local tax)

    • 2013 Tax Return (Form 531)
      • Introduction
      • Instructions
      • Print-only version
      • Self Calculating Version
    • Tax Credit Schedule G (for taxpayers who work, but do not live, in Philadelphia)
      • Schedule G (PDF format – print only)
      • Schedule G (Excel format – print only)
      • Schedule G (Excel format – self calculating)
    • Partial Year Resident Proration worksheet (schedule P) – to be used by those individuals who moved in 2013
      • Schedule P (PDF format)

    Taxpayer’s Quarterly Estimated Earned Income Tax Form – (to be used by self – employed taxpayers and/or taxpayers who employers are NOT withholding local tax)

    • 2012 Tax Return (Form 531)
      • Introduction
      • Instructions
      • Print-only version
    • Tax Credit Schedule G (for taxpayers who work, but do not live, in Philadelphia)
      • Schedule G (PDF format – print only)
      • Schedule G (Excel format – print only)
      • Schedule G (Excel format – self calculating)
    • Partial Year Resident Proration worksheet (schedule P) – to be used by those individuals who moved in 2012
      • Schedule P (PDF format)

    Taxpayer’s Quarterly Estimated Earned Income Tax Form – (to be used by self – employed taxpayers and/or taxpayers who employers are NOT withholding local tax)


    Pennsylvania Income Tax Rate and Tax Brackets 2017, pa income tax forms.#Pa #income #tax #forms

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    Income Tax Pro

    Free printable income tax forms and instructions booklet PDF.

    Pennsylvania Income Tax Rate 2017 – 2018

    Pennsylvania state income tax rate table for the 2017 – 2018 filing season has one income tax bracket or a flat PA tax rate of 3.07% for Single, Married Filing Jointly, Married Filing Separately, and Head of Household statuses. The Pennsylvania tax rate and tax brackets are unchanged from last year. Pennsylvania income tax rate and tax brackets shown in the table below are based on income earned between January 1, 2017 through December 31, 2017.

    The current year 2017 Pennsylvania income tax rate of 3.07% has remained unchanged since 2004. Outlook for the 2018 Pennsylvania income tax rate is to remain unchanged at 3.07%.

    Please reference the Pennsylvania tax forms and instructions booklet published by the Pennsylvania Department of Revenue to determine if you owe state income tax or are due a state income tax refund. Pennsylvania income tax forms are generally published at the end of each calendar year, which will include any last minute 2017 – 2018 legislative changes to the PA tax rate or tax brackets. The Pennsylvania income tax rate tables and tax brackets shown on this web page are for illustration purposes only.

    Pennsylvania Tax Brackets 2017 – 2018

    Looking at the tax rate and tax brackets shown in the tables above for Pennsylvania, we can see that Pennsylvania collects individual income taxes similarly for Single and Married filing statuses, for example. We can also see the flat nature of Pennsylvania state income tax rates at 3.07% regardless of income and status.

    For single taxpayers living and working in the state of Pennsylvania:

    • Flat tax rate of 3.07% is applied to all taxable income.

    For married taxpayers living and working in the state of Pennsylvania:

    • Flat tax rate of 3.07% is applied to all taxable income.

    For the Single, Married Filing Jointly, Married Filing Separately, and Head of Household filing statuses, the PA tax rates and the number of income tax brackets remain the same.

    Last updated: September 27, 2017

    • Pa income tax forms
    • Pa income tax forms
    • Pa income tax forms
    • Pa income tax forms
    • Pa income tax forms
    • Pa income tax forms
    • Pa income tax forms
    • Pa income tax forms

    Pennsylvania Individual Income Tax, pa income tax.#Pa #income #tax

    by ,

    Pennsylvania Individual Income Tax

    Pa income tax

    Pa income tax

    Individuals in Pennsylvania pay a flat tax of 3.07 percent. This means that in Pennsylvania everyone pays 3.07 percent, no matter how much income they make. However, if your income is low enough, the state will forgive your tax debt, bringing your tax bill to zero.

    Pennsylvania does not allow for a standard deduction or a deduction for personal exemptions (dependents). Therefore, the allowed deductions, tax credits, and exclusions from income become all the more important.

    What Income Is Taxable?

    Pennsylvania assesses tax on the eight classes of income:

    1. Compensation
    2. Interest
    3. Dividends
    4. Net profits from a business, profession, or farm
    5. Net gains from the dispositions of property
    6. Net gains from rents, royalties, patents, and copyrights
    7. Income from estates or trusts
    8. Gambling and lottery winnings other than Pennsylvania Lottery winnings

    What Income Is Exempt?

    Common income items that are exempt from Pennsylvania income tax include:

    • Capital gains from the sale of a principal residence for those who satisfy ownership and use requirements
    • Personal use of employer-owned property
    • Child support
    • Alimony
    • Social security benefits, public and private pensions, and IRA distributions
    • Worker’s compensation, unemployment benefits, and public assistance
    • Sick pay
    • Inheritances and gifts

    For full details on all exempt income items see the instructions to Form PA-40.

    What Can I Deduct?

    Pennsylvania does not allow many of the deductions that are allowed on your Federal tax return, limiting your deductions to the following three:

    • Employment related expenses that were not reimbursed by your employer are allowed to be deducted from your gross compensation. Pennsylvania requires the costs to be ordinary, necessary, reasonable, and directly related to your occupation. You are allowed to deduct ALL of these costs as Pennsylvania does not impose the Federal limits on this deduction.
      • Medical savings and health savings account contributions are deductible to the extent they are deductible for Federal (IRS) tax purposes. If you received a deduction for these contributions on your Federal return, your Pennsylvania deduction would be the same as your Federal deduction. Your Federal deduction can be found on Line 25 of your Federal Form 1040.
      • 529 college savings account contributions made during the tax year can be deducted up to the limit of $13,000 per beneficiary. This deduction applies to both Pennsylvania 529 plans and out-of-state 529 plans.

      What Tax Credits Are Available?

      Tax credits reduce your tax debt directly, similar to a payment. Pennsylvania offers these credits to individuals:

      • Resident Credit is a credit for gross or net income taxes paid to other states or foreign countries by Pennsylvania residents
      • Tax Forgiveness Credit is a credit extended to taxpayers who are single, married, and/or have dependents and whose income from all sources (including tax exempt items like alimony, child support, social security, etc.) does not exceed certain income limits. Depending on your number of dependents and income you can receive a credit of anywhere from 10 percent to 100 percent your tax liability.

      Filing Your Return

      If you are a Pennsylvania resident, nonresident, or part-year resident, you must file a Pennsylvania tax return if you received over $33 in gross income or you sustained a loss from any transaction as an individual, sole proprietor, partner in a partnership, or Pennsylvania S-corporation shareholder. Forms are available on the Pennsylvania Department of Revenue s Web site. You can also call 1-888-PATAXES to order forms and have them mailed or faxed to you.

      You can choose to mail your return, file over the telephone (Tele-file), fill out and submit your return online, or e-file using tax software such as TurboTax. Tax returns and payment must be postmarked on or before April 15th.


      Pennsylvania Tax Forms 2016: Printable Pennsylvania State PA-40 Tax Form and Instructions, pa income tax

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      Income Tax Pro

      Free printable income tax forms and instructions booklet PDF.

      Pennsylvania Tax Forms 2016

      Printable State PA-40 Tax Form and Instructions

      Pennsylvania income tax forms preparation begins with the completion of your IRS federal income tax forms. Some of the Pennsylvania state income tax forms require information from your IRS federal income tax return, for example. We have organized the free IRS printable tax forms under the headings 1040EZ, 1040A, 1040, and subsets of 1040. If you have not done so already, please begin with your 1040EZ, 1040A or 1040 using the links above, or on the left side navigation.

      2016 Pennsylvania PA-40 Forms and Instructions

      Frequently Required Schedules:

      Schedule 19 – Sale of a Principal Residence

      Schedule C – Profit or Loss From Business or Profession

      Schedule D – Sale, Exchange or Disposition of Property

      Schedule E – Rents and Royalty Income

      Schedule G-L – Resident Credit for Taxes Paid

      Schedule J – Income from Estates or Trusts

      Schedule T – Gambling and Lottery Winnings

      Schedule SP – Special Tax Forgiveness

      Schedule UE – Allowable Employee Business Expenses

      Schedule W – Employment Incentive Payments Credit

      Schedule X – Amended Personal Income Tax Schedule

      Requests, Applications, Other:

      REV-276 – Application for Extension of Time to File

      List of all printable PA state income tax forms.

      Click any Pennsylvania state income tax form title above to download, view, print, and save as a PDF file. The PDF file format allows you to safely print, prepare, and mail in your state tax forms. The Pennsylvania Department of Revenue will expect your 2016 income tax forms to be printed on high quality printers. Today’s laser, bubble-jet, or ink-jet printers are generally acceptable. Color printing is not required, however, we recommend that you read the first few pages of the PA-40 Instructions booklet for updates regarding the printing of your state tax forms.

      Pennsylvania State Income Tax Refund Status

      To check the status of your PA-40 income tax refund online, visit the Pennsylvania Revenue e-Services Center and use their where’s my refund service. Pennsylvania Revenue e-Services Center asks that you wait at least eight weeks before using this tool. To retrieve the status of your PA income tax refund for 2016 you will need the following information:

      • Social Security Number
      • Amount of your refund

      The requested information must match what was submitted on your PA-40 state income tax forms for the current year. To look up a refund for a prior tax year you will need to contact the Pennsylvania Department of Revenue customer service center through the online form provided.

      Last updated: January 23, 2017

      • Pa income tax forms
      • Pa income tax forms
      • Pa income tax forms
      • Pa income tax forms
      • Pa income tax forms
      • Pa income tax forms
      • Pa income tax forms
      • Pa income tax forms

      Pennsylvania Individual Income Tax, pa income tax forms.#Pa #income #tax #forms

      by ,

      Pennsylvania Individual Income Tax

      Pa income tax forms

      Individuals in Pennsylvania pay a flat tax of 3.07 percent. This means that in Pennsylvania everyone pays 3.07 percent, no matter how much income they make. However, if your income is low enough, the state will forgive your tax debt, bringing your tax bill to zero.

      Pennsylvania does not allow for a standard deduction or a deduction for personal exemptions (dependents). Therefore, the allowed deductions, tax credits, and exclusions from income become all the more important.

      What Income Is Taxable?

      Pennsylvania assesses tax on the eight classes of income:

      1. Compensation
      2. Interest
      3. Dividends
      4. Net profits from a business, profession, or farm
      5. Net gains from the dispositions of property
      6. Net gains from rents, royalties, patents, and copyrights
      7. Income from estates or trusts
      8. Gambling and lottery winnings other than Pennsylvania Lottery winnings

      What Income Is Exempt?

      Common income items that are exempt from Pennsylvania income tax include:

      • Capital gains from the sale of a principal residence for those who satisfy ownership and use requirements
      • Personal use of employer-owned property
      • Child support
      • Alimony
      • Social security benefits, public and private pensions, and IRA distributions
      • Worker’s compensation, unemployment benefits, and public assistance
      • Sick pay
      • Inheritances and gifts

      For full details on all exempt income items see the instructions to Form PA-40.

      What Can I Deduct?

      Pennsylvania does not allow many of the deductions that are allowed on your Federal tax return, limiting your deductions to the following three:

      • Employment related expenses that were not reimbursed by your employer are allowed to be deducted from your gross compensation. Pennsylvania requires the costs to be ordinary, necessary, reasonable, and directly related to your occupation. You are allowed to deduct ALL of these costs as Pennsylvania does not impose the Federal limits on this deduction.
        • Medical savings and health savings account contributions are deductible to the extent they are deductible for Federal (IRS) tax purposes. If you received a deduction for these contributions on your Federal return, your Pennsylvania deduction would be the same as your Federal deduction. Your Federal deduction can be found on Line 25 of your Federal Form 1040.
        • 529 college savings account contributions made during the tax year can be deducted up to the limit of $13,000 per beneficiary. This deduction applies to both Pennsylvania 529 plans and out-of-state 529 plans.

        What Tax Credits Are Available?

        Tax credits reduce your tax debt directly, similar to a payment. Pennsylvania offers these credits to individuals:

        • Resident Credit is a credit for gross or net income taxes paid to other states or foreign countries by Pennsylvania residents
        • Tax Forgiveness Credit is a credit extended to taxpayers who are single, married, and/or have dependents and whose income from all sources (including tax exempt items like alimony, child support, social security, etc.) does not exceed certain income limits. Depending on your number of dependents and income you can receive a credit of anywhere from 10 percent to 100 percent your tax liability.

        Filing Your Return

        If you are a Pennsylvania resident, nonresident, or part-year resident, you must file a Pennsylvania tax return if you received over $33 in gross income or you sustained a loss from any transaction as an individual, sole proprietor, partner in a partnership, or Pennsylvania S-corporation shareholder. Forms are available on the Pennsylvania Department of Revenue s Web site. You can also call 1-888-PATAXES to order forms and have them mailed or faxed to you.

        You can choose to mail your return, file over the telephone (Tele-file), fill out and submit your return online, or e-file using tax software such as TurboTax. Tax returns and payment must be postmarked on or before April 15th.