Form PA-40 is a Pennsylvania personal income tax form. Like Federal Form 1040, the states each provide a basic tax return form on which most high-level income and tax calculations are performed. While some taxpayers may complete their entire tax return on this single form with simple tax returns, in most cases, various other additional calendars and forms must be completed, depending on the individual taxpayer`s situation, in order to create a complete tax return package. myPATH is a free and secure way to file your tax return directly with the PA Ministry of Revenue. More information about the submission can be found here. Note: Please note that all completed PDF forms must be downloaded and saved to your computer or device before you start entering information. This is the easiest way to fill out forms electronically and prevent the information you enter from being lost. Before downloading or claiming traditional income tax forms, you must file your personal income tax return electronically from PA using myPATH or PA E-File for faster processing. If you are looking for tax forms for years prior to those listed, please email your request to [email protected]. Pennsylvanians, non-residents, or part-time residents must complete a PA-40 if they earned more than $33 of Pennsylvania`s total gross taxable income in the previous year, even if no tax is owed to the state. These individuals must also file a PA-40 if they have suffered a loss as a result of a financial transaction in the previous year as an individual, sole proprietor, partner of a partnership, or shareholder of S-Corporation in Pennsylvania. Minors are not exempt from filing a PA-40. Parents of minors who meet the mandatory criteria to submit a PA-40 must submit a form on behalf of their children.
On the Department of Revenue website, you can find the PA Personal Income Tax Guide (PA PIT Guide), which provides detailed information about Pennsylvania`s income tax system. The automated information is available at 1-888-PATAXES to anyone with access to a dialed telephone. The 24-hour toll-free line allows taxpayers to check the status of their taxes and purchase orders. Applicants who wish to speak to an individual can call the Taxpayer Information and Services Centre at 717-787-8201 from 7:30 a.m. .m. to 5:00 p.m. .m .m.m weekdays. The Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) programs offer free assistance with filing simple, federal and local PA-40-S tax returns.
A Form PA-40 is the official Pennsylvania Department of Revenue paper form that state residents use to file state income taxes. Pennsylvania is one of 41 U.S. states where residents are required to pay income tax each year. However, keystone state is one of seven states to have a simplified uniform tax, making the bilateral PA-40 easier to fill out than most other states` tax forms. Form PA-40 is the state`s form for paying the income tax due. All residents, part-time residents and non-residents earning $33 or more in the state must complete the form. Form PA-40 2017 has only 31 lines and not all lines apply to all taxpayers. Lines one to nine add up Pennsylvania`s total revenues from all sources and list losses and expenses. Line 10 is for other deductions and line 11 is for adjusted taxable income in Pennsylvania. On line 12, taxpayers (or their tax filers) calculate their flat tax by multiplying their line 12-adjusted taxable income by the Pennsylvania uniform tax income rate of 3.07%. Lines 14 to 18 are intended for renewals and specific appropriations from the previous year and do not apply to all.
They require that additional tax plans be subject to PA-40. PA-40 returns submitted on paper can take 8 to 10 weeks from the date the return was sent to the system. In addition, it can take about 4 weeks before your return is reviewed and processed. The old-fashioned method of filling out a PA-40 paper and sending it to the Pennsylvania Department of Revenue is acceptable. However, Pennsylvania taxpayers can also file their PA-40s with one of three available electronic options. People who paid a Pennsylvania tax return in the previous year can file TeleFile or file it over the phone. Taxpayers can submit their taxes online via the padirectfile system. Another option is to use government electronic file software used by tax advisors. Some eligible individuals may also get free software to file their tax returns. Form PA-40 is the general tax return for Pennsylvania residents. Pa-40 can be submitted electronically or a hard copy by mail.
E-File is an option to file your federal and state taxes at the same time. If you need to amend or complete an accepted Pennsylvania tax return for the current or previous taxation year, you must complete Form PA-40 and Schedule PA-40X (Explanation of Amended Return) for the applicable tax year. Form PA-40 is used for tax returns and tax changes. Charles Infosino is a regional entertainment authority and the author of “The Unofficial Guidebook to Paramount`s Kings Island.” Infosino holds a Bachelor of Arts in International Relations from SUNY New Paltz and a Master of Business Administration from Northern Kentucky University. He is a specialist in bankruptcy III for one of the largest banks in the world. The IRS may send you a notification to change an error in your return, or you may have discovered an error. If you or the IRS have changed or modified one of your irs tax returns, the IRS will report it to the Pennsylvania Tax Agency, so you must file a Pennsylvania tax change within one year. Only taxpayers claiming the tax exemption credit are required to complete lines 19 to 21, for which a Schedule AP SP with PA-40 must be submitted. Lines 22 to 25 add payments and appropriations from all previous lines. Once the calculations are complete, taxpayers fill in line 26 to see all of their tax owing or line 30 to see the amount of their tax refund.
Line 31 allows people who need to be reimbursed to credit their refund for the next taxation year, and lines 32 to 36 allow taxpayers to make donations to certain charities. You can prepare a Pennsylvania 2021 tax change form on eFile.com, but you can`t file it electronically. In comparison, the IRS requires a different form – Form 1040X – to amend an IRS return (do not use Form 1040 for an IRS change). .
