Are you a Pennsylvania resident who received wages in 2017? If so, you will need to file a PA Form W2S with the Pennsylvania Department of Revenue by January 31, 2018. This form reports all of the wages you earned in 2017, as well as the taxes that were withheld from your paychecks. Filing this form on time is essential to ensuring that you receive the correct tax refund or payment from the state government. For more information on how to complete and submit this form, visit the Pennsylvania Department of Revenue's website.
Here is the data regarding the file you were looking for to complete. It can show you how much time you will need to finish pa form w2s, what fields you need to fill in, and so on.
Question | Answer |
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Form Name | Pa Form W2S |
Form Length | 1 pages |
Fillable? | No |
Fillable fields | 0 |
Avg. time to fill out | 15 sec |
Other names | 2020 pa schedulew 2s, pa schedule w 2s for 2020, 2020 pa schedule w 2s, pa schedule w 2s form 2020 |
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PA SCHEDULE |
1901910057 |
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Wage Statement Summary |
2019 |
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PA Department of Revenue |
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OFFICIAL USE ONLY |
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Summary of |
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Name shown first on the |
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Social Security Number (shown first) |
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Use this schedule to list and calculate your total
Section I Instructions: List each federal Form
Section II Instructions: List each source of income received during the taxable year on a form or statement other than a federal Form
IMPORTANT: You must submit a copy of each form and statement that you list in Section II, whether or not the payer withheld any PA income tax and regardless of whether
or not the income was taxable in PA. CAUTION: The federal and Pennsylvania (state) wages may be different in Section I and Section II.
If you need more space, you may photocopy this schedule or make your own schedules in this format.
Section I - Federal Forms
T/S |
Employer’s identification number from Box b |
Federal wages |
Medicare wages |
PA compensation |
PA income tax |
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from Box 1 |
from Box 5 |
from Box 16 |
withheld from Box 17 |
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Total Section I - Add the Pennsylvania columns
Section II - Miscellaneous and
YOU MUST SUBMIT COPIES OF EACH FORM OR STATEMENT LISTED IN THIS SECTION
A. |
B. |
C. |
D. |
E. |
F. |
G. |
H. |
T/S |
Type |
Payer FEIN |
1099R code |
Total federal amount |
Adjusted plan basis |
PA compensation |
PA tax withheld |
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Total Section II - Add the Pennsylvania columns
TOTAL - Add the totals from Sections I and II
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Enter the TOTALS on your PA tax return on: |
Line 1a |
Line 13 |
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Payment type: A. Executor fee |
B. Jury duty pay |
C. Director’s fee |
D. Expert witness fee |
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E. Honorarium |
F. Covenant not to compete |
G. Damages or settlement for lost wages, other than personal injury |
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H. Other nonemployee compensation. Describe: |
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I. Distribution from employer sponsored retirement, pension or qualified deferred compensation plan |
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J. Distribution from IRA (Traditional or Roth) |
K. Distribution from Life Insurance, Annuity or Endowment Contracts |
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L. Distribution from Charitable Gift Annuities |
M. Distribution from Employee Stock Ownership Plan |
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Describe: |
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1901910057 |
1901910057 |
Reset Entire Form
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Pennsylvania Department of Revenue 2019
Instructions for
Wage Statement Summary
WHAT’S NEW
The schedule was revised to divide the form into sections instead of parts to conform to a new department standard required as part of a computer system change. Two new segments of instructions have been added for “How to Sub- mit Form(s)
FORM INSTRUCTIONS
IDENTIFICATION INFORMATION
NAME OF TAXPAYER CLAIMING TAX FORGIVENESS
Enter the name of the taxpayer. If a jointly filed return, enter the name of the primary taxpayer (name shown first on the
SOCIAL SECURITY NUMBER
Enter the Social Security number (SSN) of the taxpayer. If a jointly filed return, enter the primary taxpayer’s SSN.
GENERAL INFORMATION
PURPOSE OF SCHEDULE
Use
Refer to the PA Personal Income Tax Guide – Gross Com- pensation section for additional information.
RECORDING DOLLAR AMOUNTS
Show money amounts in
GENERAL INSTRUCTIONS
SECTION I
Use Section I of
Legible photocopies of Form
WHO MUST COMPLETE
SECTION II
An amended PA Schedule
Use Section II of
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HOW TO SUBMIT FORM(S)
PAPER FILED RETURNS
For paper filed
aphotocopy (8 ½ x 11 sheet) of the form(s)
For
●PDF file – attaching a PDF file of the documents to return when filed (if the software allows these attach- ments);
●Fax - using the
●Email – attaching a PDF file of the document(s) to an email to
●U.S. Postal Service - mailing the information to the de- partment at:
PA DEPARTMENT OF REVENUE
ELECTRONIC FILING SECTION
P.O. BOX 280507
HARRISBURG PA
LINE INSTRUCTIONS
SECTION I
List each federal Form
T/S
Enter a T to report the income from all Forms
EMPLOYER’S IDENTIFICATION NUMBER
Enter the federal employer identification number (FEIN) from Box B of the
FEDERAL WAGES
Enter the amount of federal wages from Box 1 of the
MEDICARE WAGES
Enter the amount of Medicare wages from Box 5 of the W- 2 for each employer.
PA COMPENSATION
Enter the Pennsylvania compensation from Box 16 of the
CAUTION: If Box 15 of the
sheet with the
PA INCOME TAX WITHHELD
Enter the amount of Pennsylvania income tax withheld from Box 17 of the
WHEN TO SUBMIT FORM(S)
The department does not require submission of a copy of Form
An actual state copy or a legible photocopy of each state copy of Form
1.The PA compensation entered on Line 1a of the
2.The employer provided a handwritten Form
3.The employer reported an incorrect amount on Form W- 2. A written statement from the employer must also be included.
4.The employer withheld PA income tax from wages at a rate that is more than the current year’s tax rate of 3.07 percent.
5.PA income tax was withheld by an employer for a resi- dent of a reciprocal compensation agreement state.
6.The Medicare wages in Box 5 on Form
7.A PA resident is working in another state or country and did not have PA income tax withheld by the employer.
8.A distribution from a nonqualified deferred compensa- tion plan is included in Box 1 of Form
9.Form
NOTE: If Form
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compensation and tax withheld must be submitted by pro- viding pay stubs and a statement identifying the employer and the reason Form
See “How to Submit Form(s)
TOTAL SECTION I
Add the amounts of PA compensation and PA income tax withheld and enter the results.
SECTION II
List each source of income received during the taxable year on a form or statement other than a federal Form
IMPORTANT: A copy of each form and statement for amounts listed in Section II must be submitted with the
or not the income was taxable in PA.
See “When to Submit Form(s)
CAUTION: The federal and Pennsylvania (state) wages may be different in Section I and Section II.
COLUMN A
Enter a T if the payment or distribution was to the primary taxpayer shown first on the
COLUMN B
Enter the letter designation for the type of payment(s) from the following list:
●A Executor fee;
●B Jury duty pay;
●C Director’s fee;
●D Expert witness fee;
●E Honorarium;
●F Covenant not to compete;
●G Damages or settlement for lost wages other than per- sonal injury;
●H Other
●I Distribution from employer sponsored retirement, pension, or qualified deferred compensation plan;
●J Distribution from IRA (Traditional or Roth);
●K Distribution from life insurance, annuity or endow- ment contracts;
●L Distribution from charitable gift annuities; and/or
●M Distribution from employee stock ownership plan (enter description in space provided).
NOTES: If the type of payment listed on Form 1099- R is not known, contact the payer for more information regarding the distribution to properly report the type of pay- ment. For distributions from an IRA, the box next to Box 7 on the
2P.
COLUMN C
Enter the payers’ federal employer identification number (FEIN).
COLUMN D
If the payment being reported is from a federal Form 1099- R, enter the distribution code(s) listed in Box 7 of the 1099- R.
COLUMN E
Enter the total amount of the payment from a federal Form
COLUMN F
If the distribution code in Column D is 1, 2, J, L, S or U from the
COLUMN G
If the distribution code in Column D is 1, 2, 8, 9, J, L, S or U from the
If a payment from a
CAUTION: Although the income reported on Form
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taxable income from a distribution reported on
COLUMN H
If the payer withheld PA state income tax from the distribu- tion or payment, enter the amount withheld from that distri- bution or payment. If PA state income tax was withheld from any payment, a copy of the
WHEN TO SUBMIT FORM(S)
Copies of Form
Copies of Form
Copies of other documents supporting income reported as honorarium, executor/executrix fees, jury duty fees, direc- tor’s fees, damages for lost wages, etc. not reported on Form
The following filing tips are provided to assist with the completion of
A taxpayer with a distribution Code 2 on Form(s)
conditions of the plan. If these conditions are met, the tax- payer should input the same amount in Column F as was reported in Column E. Otherwise, the cost or adjusted basis of the plan must be included in Column F.
A taxpayer with distribution code 1 or 2 on Form(s)
IRA CONVERSIONS
A taxpayer with a conversion of a traditional IRA to a Roth IRA (or vice versa) with distribution code 1 in Box 7 of the
DISTRIBUTIONS FROM ANNUITY OR
ENDOWMENT CONTRACTS AND CHARITABLE GIFT ANNUITIES
A taxpayer with distributions from an annuity purchased from a commercial insurance or mutual company, an endowment contract or a charitable gift annuity having a distribution code 7 or 7D in Box 7 of the
DISTRIBUTIONS FROM AN EMPLOYEE
STOCK OWNERSHIP PLAN
A taxpayer with a distribution from an employee stock own- ership plan (ESOP) should enter the amount of the distribu- tion in Column G if the stock in the ESOP has not been
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allocated to the participants. Use payment type M H in Column B and the description
DISTRIBUTIONS OF EXCESS
CONTRIBUTIONS
A taxpayer with distributions of excess contributions and earnings on the excess contributions (distribution codes 8 and/or P in Box 7 of the
A taxpayer with a distribution Code 4 (without Code D) on Form(s)
ACTIVE DUTY MILITARY PAY
Taxpayers with military pay for active duty outside PA should complete PA Schedule
ident while on active duty status within PA, that income should be included in the “PA compensation from Box 16” column. Do not include compensation earned while on active duty outside PA or if a nonresident on active duty within PA. If any PA income tax is withheld from the military pay, include the amount in the “PA income tax withheld from Box 17” col- umn. See the Military Pay – Members of the Armed Forces instructions on Page 41 of the
SURVIVOR BENEFITS REPORTED
AS CODE 7 ON FORM
Taxpayers who receive retirement benefits as the beneficiary from a qualified joint survivor annuity reporting the distribu- tions to the taxpayer using Code 7 instead of Code 4 in Box 7 of federal Form
KSOP DISTRIBUTIONS
Taxpayers with a distribution from an ESOP within a 401(k) (also known as a KSOP) other than a rollover distribution, must contact the department and provide a copy of the plan document in order to determine if the amount of the distri- bution is taxable.
TOTAL SECTION II
Add the amounts for Columns G and H enter the results.
TOTAL LINE
Add the amounts from PA compensation and PA tax withheld from the Total Section I and Total Section II lines and enter the results here and on Lines 1a and 13 of the
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