Pa 40 Details

Are you familiar with the PA 40 tax form? If not, you should become acquainted with it as soon as possible. The PA 40 is the Pennsylvania state income tax form that taxpayers use to report their taxable income. And, if you're a taxpayer living in Pennsylvania, it's important that you file your PA 40 by April 15th. In this blog post, we'll provide an overview of the PA 40 tax form and offer some tips on how to complete it.

Below is the information regarding the file you were seeking to fill in. It will tell you how much time it will need to fill out pa 40 tax form, what fields you will need to fill in, and so forth.

QuestionAnswer
Form NamePa 40 Tax Form
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namespa 40 state tax form, pa state printable tax forms, pa 40 2020 form, pa 40

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IMPORTANT: FILL IN FORM MUST BE DOWNLOADED ONTO YOUR COMPUTER PRIOR TO COMPLETING

 

 

PA-40

 

2000110052

 

 

 

 

Pennsylvania Income

 

 

 

 

 

 

Tax Return

 

 

OFFICIAL USE ONLY

 

 

 

PA-40 (EX) MOD 05-20 (FI)

2020

 

 

 

 

 

PA Department of Revenue

 

 

 

 

 

Harrisburg, PA 17129

 

OFFICIAL USE ONLY

PLEASE PRINT IN BLACK INK. ENTER ONE LETTER OR NUMBER IN EACH BOX. FILL IN OVALS COMPLETELY.

START

Your Social Security Number

 

Spouse’s Social Security Number (even if filing separately)

 

 

 

 

 

 

 

 

 

 

 

 

 

CAREFULLY PRINT YOUR SOCIAL SECURITY NUMBER(S) ABOVE

Last Name

 

 

 

 

 

 

 

 

 

 

 

 

 

Suffix

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Your First Name

 

 

 

 

 

 

 

 

 

MI

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

OVERSEAS

 

 

 

 

 

 

 

 

 

 

 

 

 

MAIL -

Spouse’s First Name

 

 

 

 

 

 

 

 

MI

 

See Foreign

 

 

 

 

 

 

 

 

 

 

 

 

 

Address Instructions

 

 

 

 

 

 

 

 

 

 

 

 

 

in PA-40 booklet.

 

 

 

 

 

 

 

 

 

 

 

 

 

Suffix

Spouse’s Last Name - Only if different from Last Name above

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

First Line of Address

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Second Line of Address

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City or Post Office

 

 

 

 

 

State

ZIP Code

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Country Code

Daytime Telephone Number

 

 

 

 

 

 

School Code

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Extension. See the instructions.

Amended Return. See the instructions.

Residency Status. Fill in only one oval. R Pennsylvania Resident N Nonresident

P Part-Year Resident from

___ ___/2020 to ___ ___/2020

Filing Status.

S Single

J Married, Filing Jointly

M Married, Filing Separately

F Final Return. Indicate reason:

D Deceased

Taxpayer

Date of death ___ ___/2020

Spouse

Date of death ___ ___/2020

Farmers. Fill in this oval if at least two-thirds of your gross income is from farming.

Name of school district where you lived on 12/31/2020:

Your occupation

Spouse’s occupation

 

 

1a. Gross Compensation. Do not include exempt income, such as combat zone pay and qualifying retirement benefits. See the instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1a.

1b. Unreimbursed Employee Business Expenses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1b.

1c. Net Compensation. Subtract Line 1b from Line 1a. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1c.

2. Interest Income. Complete PA Schedule A if required. . . . . . . . . . . . . . . . . . . . . . . . . . . 2.

3. Dividend and Capital Gains Distributions Income. Complete PA Schedule B if required. . . 3.

4.

Net Income or Loss from the Operation of a Business, Profession or Farm. . . .

LOSS

4.

 

 

 

 

 

5.

Net Gain or Loss from the Sale, Exchange or Disposition of Property

LOSS

5.

 

 

 

 

 

 

 

6.

Net Income or Loss from Rents, Royalties, Patents or Copyrights

LOSS

6.

 

 

 

 

 

 

 

7.

Estate or Trust Income. Complete and submit PA Schedule J

.

. 7.

 

 

. . . .

 

 

8.

Gambling and Lottery Winnings. Complete and submit PA Schedule T

.

. 8.

 

 

. . . .

 

 

9.

Total PA Taxable Income. Add only the positive income amounts from Lines 1c, 2, 3,

 

 

 

 

 

 

 

4, 5, 6, 7 and 8. DO NOT ADD any losses reported on Lines 4, 5 or 6

. . . . .

. 9.

 

 

10.

Other Deductions. Enter the appropriate code for the type of deduction.

 

10.

 

 

 

 

 

 

See the instructions for additional information

 

 

 

11.

Adjusted PA Taxable Income. Subtract Line 10 from Line 9

. . . . .

. 11.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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EC

OFFICIAL USE ONLY

FC

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2000110052

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PA-40 2020 05-20 (FI)

START

Social Security Number (shown first)

 

2000210050

Name(s)

OFFICIAL USE ONLY

12.

PA Tax Liability. Multiply Line 11 by 3.07 percent (0.0307)

12.

 

 

 

 

 

13.

Total PA Tax Withheld. See the instructions

13.

 

 

 

 

 

 

 

 

 

 

 

PAID

 

14.

Credit from your 2019 PA Income Tax return

 

15.

2020 Estimated Installment Payments. Fill in oval if including Form REV-459B.

TAX

 

 

 

 

 

 

 

 

 

 

ESTIMATED

16.

2020 Extension Payment

. . . . . . . . .

. . . . . . . .

. . . . . . . . . . . . .

17.

Nonresident Tax Withheld from your PA Schedule(s) NRK-1. (Nonresidents only)

 

 

18.

Total Estimated Payments and Credits. Add Lines 14, 15, 16 and 17.

. . . . . . . . . . . .

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Tax Forgiveness Credit, submit PA Schedule SP

 

 

 

 

19a.

 

Filing Status:

Unmarried or

Married

Deceased

 

 

 

 

 

 

 

Separated

 

 

 

 

 

 

 

 

 

 

 

 

 

 

20.

Total Eligibility Income from Section III, Line 11, PA Schedule SP. . .

 

 

 

 

 

 

 

 

 

 

 

 

 

14.

15.

16.

17.

18.

Dependents, Section II, Line 2,

19b. PA Schedule SP. . . . . . . . . . . .

 

21.

Tax Forgiveness Credit from Section IV, Line 16, PA Schedule SP

21.

 

 

 

 

 

 

 

22.

Resident Credit. Submit your PA Schedule(s) G-L and/or RK-1

22.

 

 

23.

Total Other Credits. Submit your PA Schedule OC

23.

 

 

24.

TOTAL PAYMENTS and CREDITS. Add Lines 13, 18, 21, 22 and 23

24.

 

 

25.

USE TAX. Due on internet, mail order or out-of-state purchases. See the instructions.

25.

 

 

26.

TAX DUE. If the total of Line 12 and Line 25 is more than Line 24,

 

 

 

 

enter the difference here

26.

 

 

27.

Penalties and Interest. See the instructions for additional

 

 

 

 

 

 

 

 

 

 

information. Fill in oval if including Form REV-1630/REV-1630A

 

 

27.

 

 

28.

TOTAL PAYMENT DUE. See the instructions

28.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

  DONATIONS  

29.

OVERPAYMENT. If Line 24 is more than the total of Line 12, Line 25 and Line 27

29.

 

enter the difference here

 

The total of Lines 30 through 36 must equal Line 29.

 

30.

Refund – Amount of Line 29 you want as a check mailed to you.. . . . . . . . REFUND

30.

31. Credit – Amount of Line 29 you want as a credit to your 2021 estimated account. . . . . 31.

 

 

 

 

 

 

32.

Refund donation line. Enter the organization code and donation amount.

 

32.

 

See the instructions

 

 

 

 

33.

Refund donation line. Enter the organization code and donation amount.

 

33.

 

See the instructions

 

34.

Refund donation line. Enter the organization code and donation amount.

 

 

 

See the instructions

 

34.

35.

Refund donation line. Enter the organization code and donation amount.

 

 

 

 

 

See the instructions

 

35.

36.

Refund donation line. Enter the organization code and donation amount.

 

 

 

See the instructions

 

36.

 

 

 

 

 

 

 

 

 

 

 

 

SIGNATURE(S). Under penalties of perjury, I (we) declare that I (we) have examined this return, including all accompanying schedules and statements, and to the best of my (our) belief, they are true, correct, and complete.

 

Your Signature

 

 

 

 

 

Date MM/DD/YY

E-File Opt Out

 

Preparer’s PTIN

Please sign after printing.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

See the instructions.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Spouse’s Signature, if filing jointly

 

 

 

 

 

Preparer’s Name and Telephone Number

 

Firm FEIN

Please sign after printing.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

PLEASE DO NOT CALL ABOUT YOUR REFUND UNTIL EIGHT WEEKS AFTER YOU FILE.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Side 2

 

2000210050

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2000210050

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

PLEASE DO NOT CALL ABOUT YOUR REFUND UNTIL EIGHT WEEKS AFTER YOU FILE.

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