Form PA-8453F "Pennsylvania Fiduciary Income Tax Declaration for Electronic Filing" - Pennsylvania

What Is Form PA-8453F?

This is a legal form that was released by the Pennsylvania Department of Revenue - a government authority operating within Pennsylvania. As of today, no separate filing guidelines for the form are provided by the issuing department.

Form Details:

  • Released on July 1, 2019;
  • The latest edition provided by the Pennsylvania Department of Revenue;
  • Easy to use and ready to print;
  • Quick to customize;
  • Compatible with most PDF-viewing applications;
  • Fill out the form in our online filing application.

Download a fillable version of Form PA-8453F by clicking the link below or browse more documents and templates provided by the Pennsylvania Department of Revenue.

ADVERTISEMENT
ADVERTISEMENT

Download Form PA-8453F "Pennsylvania Fiduciary Income Tax Declaration for Electronic Filing" - Pennsylvania

796 times
Rate (4.6 / 5) 54 votes
Declaration Control Number/Submission ID
START
PA DEPARTMENT OF REVENUE USE ONLY –
DO NOT WRITE OR STAPLE IN THIS SPACE
PA-8453F
PENNSYLVANIA FIDUCIARY INCOME TAX
2019
Form
DECLARATION FOR ELECTRONIC FILING
(EX) 07-19
MMDD
MMDD
For Calendar Year 2019, or Fiscal Year Beginning,
, 2019 and Ending,
, 20
Name of Estate or Trust
Employer Identification Number
Name and Title of Fiduciary
Print
or
Address (Number and Street including Rural Route or P.O. Box)
Type
City, Town or Post Office
State
ZIP Code
The above information must match that on the electronic return exactly.
P
Section I
Tax Return Information (Enter whole dollars only.)
1. Net PA taxable income (Form PA-41, Line 9) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1.
E
2. PA tax liability (Form PA-41, Line 12) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.
3. Total Payments and Credits (Form PA-41, Line 18) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.
N
4. Overpayment (Form PA-41, Line 23) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.
5. Total payment (tax due) (Form PA-41, Line 22) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.
N
Section II
Direct Deposit of Refund or Electronic Funds Withdrawal of Tax Due (Optional – See instructions.)
The first two numbers of the RTN must
S
6. Routing transit number (RTN)
be 01 through 12 or 21 through 32.
7. Depositor account number (DAN)
Y
£
£
8. Type of account:
Checking
Savings
L
MMDDYYYY
.
9
Debit date
Section III
Declaration of Fiduciary (Sign only after Section I is complete.)
£
V
a.
10.
I consent for the refund from the 2019 PA-41, Fiduciary Income Tax Return, to be directly deposited as designated in Section II and declare all
£
information shown on Lines 6 through 8 is correct. I certify the ultimate destination of the funds is within the U.S or one of its territories.
A
£
b.
The estate or trust is not receiving a refund or I do not want direct deposit of the refund.
c.
I authorize the PA Department of Revenue and its designated financial agent to initiate an ACH electronic funds withdrawal (direct debit) entry to the
financial institution account indicated for payment of the estate’s or trust’s taxes owed on this return, and I authorize the financial institution to debit the
N
entry to this account. I also authorize the financial institutions involved in the processing of the electronic payment of taxes to receive confidential
information necessary to answer inquires and resolve issues related to the payment. To revoke a payment, I may revoke this authorization by
notifying the PA Department of Revenue no later than two business days prior to the payment (settlement) date. I understand notification must be
made in writing by e-mail to ra-achrevok@pa.gov or by fax to 717-772-9310.
I
Under penalties of perjury, I declare that the amounts above match the amounts shown on the corresponding lines of the electronic portion of the 2019 PA-41, Fiduciary Income
Tax Return. I have also examined a copy of the return being filed electronically with the PA Department of Revenue and all accompanying schedules and statements. To the
best of my knowledge and belief, they are true, correct and complete. If I am not the transmitter, I consent that the return and accompanying schedules and statements be
A
sent to the PA Department of Revenue by the transmitter. I also consent to the PA Department of Revenue sending the ERO and/or transmitter an acknowledgement of receipt
of transmission and an indication of whether or not the return is accepted, and if rejected, the reason(s) for the rejection.
MMDDYYYY
Signature of Officer – Please sign after printing
Sign
Signature of Fiduciary or Officer
Date
Here
Section
IV
Declaration of Electronic Return Originator (ERO) and Paid Preparer (See instructions.)
I declare that I have reviewed the above-referenced estate or trust return and that the entries on PA-8435F are complete and correct to the best of my knowledge. If I am only
a collector, I am not responsible for reviewing the return, and only declare that this form accurately reflects the data on the return. The fiduciary or an officer representing the
fiduciary will have signed this form before I submit the return. I will give the fiduciary or officer representing the fiduciary a copy of all forms and information to be filed with the
PA Department of Revenue, and I have followed all other requirements described in REV-993, Pennsylvania Fed/State E-file Handbook. If I am also the paid preparer, under
penalties of perjury, I declare that I have examined the above-referenced estate or trust return and accompanying schedules and statements, and to the best of my knowledge
and belief, they are true, correct and complete. Declaration of preparer is based on all information of which the preparer has any knowledge.
£
£
MMDDYYYY
Check if
ERO’s signature
Date
Check if also
EIN/SSN or PTIN
self-employed
paid preparer
Signature of ERO – Sign after printing
ERO’s
Use
FIRM NAME AND ADDRESS
Firm’s name (or yours,
Only
if self-employed) and
NO DASHES
CITY
STATE
ZIP CODE
address
Daytime Telephone Number (
)
£
£
MMDDYYYY
Check if also
Preparer’s signature
Date
Check if
EIN/SSN or PTIN
Signature of Preparer – Please sign after printing
paid preparer
self-employed
Paid
Preparer’s
FIRM NAME AND ADDRESS
Firm’s name (or yours,
Use Only
if self-employed) and
NO DASHES
address
CITY
ZIP CODE
STATE
Daytime Telephone Number (
)
Please DO NOT mail this form.
Reset Entire Form
TOP OF PAGE
NEXT PAGE
PRINT
Declaration Control Number/Submission ID
START
PA DEPARTMENT OF REVENUE USE ONLY –
DO NOT WRITE OR STAPLE IN THIS SPACE
PA-8453F
PENNSYLVANIA FIDUCIARY INCOME TAX
2019
Form
DECLARATION FOR ELECTRONIC FILING
(EX) 07-19
MMDD
MMDD
For Calendar Year 2019, or Fiscal Year Beginning,
, 2019 and Ending,
, 20
Name of Estate or Trust
Employer Identification Number
Name and Title of Fiduciary
Print
or
Address (Number and Street including Rural Route or P.O. Box)
Type
City, Town or Post Office
State
ZIP Code
The above information must match that on the electronic return exactly.
P
Section I
Tax Return Information (Enter whole dollars only.)
1. Net PA taxable income (Form PA-41, Line 9) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1.
E
2. PA tax liability (Form PA-41, Line 12) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.
3. Total Payments and Credits (Form PA-41, Line 18) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.
N
4. Overpayment (Form PA-41, Line 23) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.
5. Total payment (tax due) (Form PA-41, Line 22) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.
N
Section II
Direct Deposit of Refund or Electronic Funds Withdrawal of Tax Due (Optional – See instructions.)
The first two numbers of the RTN must
S
6. Routing transit number (RTN)
be 01 through 12 or 21 through 32.
7. Depositor account number (DAN)
Y
£
£
8. Type of account:
Checking
Savings
L
MMDDYYYY
.
9
Debit date
Section III
Declaration of Fiduciary (Sign only after Section I is complete.)
£
V
a.
10.
I consent for the refund from the 2019 PA-41, Fiduciary Income Tax Return, to be directly deposited as designated in Section II and declare all
£
information shown on Lines 6 through 8 is correct. I certify the ultimate destination of the funds is within the U.S or one of its territories.
A
£
b.
The estate or trust is not receiving a refund or I do not want direct deposit of the refund.
c.
I authorize the PA Department of Revenue and its designated financial agent to initiate an ACH electronic funds withdrawal (direct debit) entry to the
financial institution account indicated for payment of the estate’s or trust’s taxes owed on this return, and I authorize the financial institution to debit the
N
entry to this account. I also authorize the financial institutions involved in the processing of the electronic payment of taxes to receive confidential
information necessary to answer inquires and resolve issues related to the payment. To revoke a payment, I may revoke this authorization by
notifying the PA Department of Revenue no later than two business days prior to the payment (settlement) date. I understand notification must be
made in writing by e-mail to ra-achrevok@pa.gov or by fax to 717-772-9310.
I
Under penalties of perjury, I declare that the amounts above match the amounts shown on the corresponding lines of the electronic portion of the 2019 PA-41, Fiduciary Income
Tax Return. I have also examined a copy of the return being filed electronically with the PA Department of Revenue and all accompanying schedules and statements. To the
best of my knowledge and belief, they are true, correct and complete. If I am not the transmitter, I consent that the return and accompanying schedules and statements be
A
sent to the PA Department of Revenue by the transmitter. I also consent to the PA Department of Revenue sending the ERO and/or transmitter an acknowledgement of receipt
of transmission and an indication of whether or not the return is accepted, and if rejected, the reason(s) for the rejection.
MMDDYYYY
Signature of Officer – Please sign after printing
Sign
Signature of Fiduciary or Officer
Date
Here
Section
IV
Declaration of Electronic Return Originator (ERO) and Paid Preparer (See instructions.)
I declare that I have reviewed the above-referenced estate or trust return and that the entries on PA-8435F are complete and correct to the best of my knowledge. If I am only
a collector, I am not responsible for reviewing the return, and only declare that this form accurately reflects the data on the return. The fiduciary or an officer representing the
fiduciary will have signed this form before I submit the return. I will give the fiduciary or officer representing the fiduciary a copy of all forms and information to be filed with the
PA Department of Revenue, and I have followed all other requirements described in REV-993, Pennsylvania Fed/State E-file Handbook. If I am also the paid preparer, under
penalties of perjury, I declare that I have examined the above-referenced estate or trust return and accompanying schedules and statements, and to the best of my knowledge
and belief, they are true, correct and complete. Declaration of preparer is based on all information of which the preparer has any knowledge.
£
£
MMDDYYYY
Check if
ERO’s signature
Date
Check if also
EIN/SSN or PTIN
self-employed
paid preparer
Signature of ERO – Sign after printing
ERO’s
Use
FIRM NAME AND ADDRESS
Firm’s name (or yours,
Only
if self-employed) and
NO DASHES
CITY
STATE
ZIP CODE
address
Daytime Telephone Number (
)
£
£
MMDDYYYY
Check if also
Preparer’s signature
Date
Check if
EIN/SSN or PTIN
Signature of Preparer – Please sign after printing
paid preparer
self-employed
Paid
Preparer’s
FIRM NAME AND ADDRESS
Firm’s name (or yours,
Use Only
if self-employed) and
NO DASHES
address
CITY
ZIP CODE
STATE
Daytime Telephone Number (
)
Please DO NOT mail this form.
Reset Entire Form
TOP OF PAGE
NEXT PAGE
PRINT
THIS PAGE DOES NOT PRINT
2019
Pennsylvania Department of Revenue
Instructions for PA-8453F
Fiduciary Income Tax Declaration for Electronic Filing
PA-8453F IN (EX) 07-19
SECTION I
FILING OF FORM PA-8453F
TAX RETURN INFORMATION
If an estate or trust elects not to use the federal self-select
PIN or a return is filed without a federal return, electronic
LINE 1
return originators (EROs) and transmitters must retain
Enter adjusted PA taxable income from Line 9, Form PA-41.
completed Forms PA-8453F and supporting documents for
three years after the due date of the return or the date the
LINE 2
return was filed electronically, whichever is later. EROs and
transmitters must make the documents available to the PA
Enter PA tax liability from Line 12, Form PA-41.
Department of Revenue upon request. Do not mail Form PA-
8453F and attachments to the PA Department of Revenue
LINE 3
unless requested.
Enter total payments and credits from Line 18, Form PA-41.
NOTE: If an ERO or transmitter closes its business, it
must mail all forms to the following address with a
LINE 4
letter of explanation.
Enter the overpayment from Line 23, Form PA-41.
PA DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
LINE 5
ELECTRONIC FILING SECTION
Enter total payment (tax due), from Line 22, Form PA-41.
PO BOX 280507
HARRISBURG PA 17128-0507
Estates or trusts are responsible for submitting payment due
to the PA Department of Revenue by April 15, 2020.
Any estate or trust fiduciary filing electronically from a home
computer must keep the signed Form PA-8453F and
Payment may be sent along with Form PA-41 V. If Form PA-
supporting documents for three years after the due date of
41 V was not received, it may be completed online, printed
the return or the date the return was filed electronically,
and mailed to the department with payment. Check or
money order should be made payable to the PA Dept. of
whichever is later. Estates or trust fiduciaries must make the
Revenue. The estate or trust’s employer identification
documents available to the PA Department of Revenue upon
number, “2019 PA Tax” and fiduciary’s daytime telephone
request. Do not mail Form PA-8453F and attachments to the
number should be written on the payment.
PA Department of Revenue unless requested.
PA DEPT. OF REVENUE
LINE INSTRUCTIONS
PAYMENT ENCLOSED
1 REVENUE PLACE
SUBMISSION ID
HARRISBURG PA 17129-0001
The Submission ID is a 20-digit number assigned by the
SECTION II
ERO to a taxpayer’s return.
NAME OF ESTATE OR TRUST, NAME AND TITLE OF
DIRECT DEPOSIT OF REFUND OR ELECTRONIC
FIDUCIARY, ADDRESS AND EMPLOYEE
FUNDS WITHDRAWAL
IDENTIFICATION NUBMER
Estates or trusts may elect to have refunds directly
Print or type the name of the estate or trust, the name and
deposited or payments made by electronic funds withdrawal
title of the fiduciary and the complete address including ZIP
by completing Section II.
code. In the spaces provided, enter the employer
LINE 6
identification number of the estate or trust.
The address on this form must match the address on the
The routing transit number (RTN) must contain nine digits.
electronically filed PA-41.
If the RTN does not begin with 01 through 12, or 21 through
www.revenue.pa.gov
PA-8453F
1
PREVIOUS PAGE
NEXT PAGE
32, the direct deposit or electronic funds withdrawal request
SECTION III
will be rejected.
DECLARATION OF TAXPAYER
LINE 7
LINE 10
The depositor account number (DAN) may contain up to 17
All filers must check one of the boxes.
alphanumeric characters. Include hyphens but omit spaces
and special symbols. If fewer than 17 characters, enter the
NOTE: Estates or trusts may revoke the electronic
number from left to right and leave the unused boxes blank.
funds withdrawal authorization by notifying the PA
Department of Revenue in writing no later than two business
LINE 8
days prior to the debit date. Written requests to revoke the
electronic funds withdrawal must include the estate or trust’s
Check the appropriate box.
name, the name and title of the fiduciary, the address, the
employer identification number, RTN, DAN and payment
LINE 9
amount. Written requests can be faxed to 717-772-9310 or
emailed to ra-achrevok@pa.gov.
Debit Date - Enter the date the estate or trust wants the
payment electronically withdrawn, on or before April 15,
After a return has been prepared and before the return is
2020.
transmitted, the estate or trust fiduciary must verify the
information on the return and sign and date the completed
To be eligible for direct deposit or electronic funds
Form PA-8453F. The ERO must provide the estate or trust
withdrawal, estate or trust fiduciaries must provide proof of
fiduciary with a copy of this form.
account ownership to the ERO. An acceptable proof of
account ownership is a check, form, report or other
If the ERO makes changes to the electronic return after the
statement generated by the financial institution that has the
Form PA-8453F has been signed by the estate or trust
estate or trust’s name, RTN and DAN preprinted on it.
fiduciary, but before it is transmitted, the ERO must have
the estate or trust fiduciary complete and sign a corrected
For accounts payable through a financial institution other
Form PA-8453F.
than the one at which the account is located, the estate or
trust must provide a document, such as an account
SECTION IV
statement or identification card, showing the RTN of the bank
or institution where the account is located. A deposit slip
DECLARATION OF ELECTRONIC RETURN
should not be used to verify RTN or DAN because it can
ORGINATOR (ERO) AND PREPARER
contain internal routing numbers that are not part of the RTN.
The ERO must sign this form and keep it with the required
If there is any doubt about the correct RTN, the estate or trust
attachments for three years.
fiduciary should contact the financial institution for assistance.
A preparer must sign the Form PA-8453F in the space for
NOTE: Some financial institutions may not accept
Preparer. If the preparer is also the ERO, do not complete
direct deposits into accounts payable through another
the Preparer Section; instead, check the box labeled “Check
bank or financial institution, including credit unions.
if also paid preparer.”
2
PA-8453F
www.revenue.pa.gov
PREVIOUS PAGE
RETURN TO FORM
Page of 4