Form PA-40 "Pennsylvania Income Tax Return" - Pennsylvania

What Is Form PA-40?

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 May 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-40 by clicking the link below or browse more documents and templates provided by the Pennsylvania Department of Revenue.

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Download Form PA-40 "Pennsylvania Income Tax Return" - Pennsylvania

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1900110055
PA-40
Pennsylvania Income
OFFICIAL USE ONLY
Tax Return
PA-40 05-19 (FI)
2019
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.
Your Social Security Number
Spouse’s Social Security Number (
)
even if filing separately
Extension. See the instructions.
START
Amended Return. See the instructions.
Residency Status. Fill in only one oval.
CAREFULLY PRINT YOUR SOCIAL SECURITY NUMBER(S) ABOVE
R Pennsylvania Resident
Last Name
Suffix
N Nonresident
P Part-Year Resident from
___/___/2019 to ___/___/2019
Your First Name
MI
Filing Status.
OVERSEAS
MAIL -
S Single
See Foreign
Spouse’s First Name
MI
J Married, Filing Jointly
Address Instructions
in PA-40 booklet.
M Married, Filing Separately
F Final Return. Indicate reason:
Spouse’s Last Name - Only if different from Last Name above
Suffix
D Deceased
First Line of Address
Taxpayer
Date of death ___/___/2019
Spouse
Second Line of Address
Date of death ___/___/2019
Farmers. Fill in this oval if at least
City or Post Office
State
ZIP Code
two-thirds of your gross income is
from farming.
Name of school district where you lived
Daytime Telephone Number
School Code
on 12/31/2019:
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.
LOSS
4. Net Income or Loss from the Operation of a Business, Profession or Farm. . . .
4.
LOSS
5. Net Gain or Loss from the Sale, Exchange or Disposition of Property. . . . . . . . .
5.
LOSS
6. Net Income or Loss from Rents, Royalties, Patents or Copyrights. . . . . . . . . . . .
6.
7.
7. Estate or Trust Income. Complete and submit PA Schedule J. . . . . . . . . . . . . . . . . . . . .
8.
8. Gambling and Lottery Winnings. Complete and submit PA Schedule T. . . . . . . . . . . . . .
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.
Side 1
EC
FC
OFFICIAL USE ONLY
1900110055
TOP OF PAGE
PRINT
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NEXT PAGE
1900110055
PA-40
Pennsylvania Income
OFFICIAL USE ONLY
Tax Return
PA-40 05-19 (FI)
2019
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.
Your Social Security Number
Spouse’s Social Security Number (
)
even if filing separately
Extension. See the instructions.
START
Amended Return. See the instructions.
Residency Status. Fill in only one oval.
CAREFULLY PRINT YOUR SOCIAL SECURITY NUMBER(S) ABOVE
R Pennsylvania Resident
Last Name
Suffix
N Nonresident
P Part-Year Resident from
___/___/2019 to ___/___/2019
Your First Name
MI
Filing Status.
OVERSEAS
MAIL -
S Single
See Foreign
Spouse’s First Name
MI
J Married, Filing Jointly
Address Instructions
in PA-40 booklet.
M Married, Filing Separately
F Final Return. Indicate reason:
Spouse’s Last Name - Only if different from Last Name above
Suffix
D Deceased
First Line of Address
Taxpayer
Date of death ___/___/2019
Spouse
Second Line of Address
Date of death ___/___/2019
Farmers. Fill in this oval if at least
City or Post Office
State
ZIP Code
two-thirds of your gross income is
from farming.
Name of school district where you lived
Daytime Telephone Number
School Code
on 12/31/2019:
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.
LOSS
4. Net Income or Loss from the Operation of a Business, Profession or Farm. . . .
4.
LOSS
5. Net Gain or Loss from the Sale, Exchange or Disposition of Property. . . . . . . . .
5.
LOSS
6. Net Income or Loss from Rents, Royalties, Patents or Copyrights. . . . . . . . . . . .
6.
7.
7. Estate or Trust Income. Complete and submit PA Schedule J. . . . . . . . . . . . . . . . . . . . .
8.
8. Gambling and Lottery Winnings. Complete and submit PA Schedule T. . . . . . . . . . . . . .
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.
Side 1
EC
FC
OFFICIAL USE ONLY
1900110055
TOP OF PAGE
PRINT
Reset Entire Form
NEXT PAGE
1900210053
OFFICIAL USE ONLY
PA-40 2019
05-19 (FI)
Social Security Number (shown first)
START
Name(s)
12. PA Tax Liability. Multiply Line 11 by 3.07 percent (0.0307). . . . . . . . . . . . . . . . . . . . . .
12.
13.
13. Total PA Tax Withheld. See the instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
14. Credit from your 2018 PA Income Tax return. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
14.
15. 2019 Estimated Installment Payments. Fill in oval if including Form REV-459B.
15.
16. 2019 Extension Payment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
16.
17. Nonresident Tax Withheld from your PA Schedule(s) NRK-1. (Nonresidents only) . . . .
17.
18. Total Estimated Payments and Credits. Add Lines 14, 15, 16 and 17. . . . . . . . . . . . .
18.
Tax Forgiveness Credit, submit PA Schedule SP
Dependents, Section II, Line 2,
19a.
Filing Status:
Unmarried or
Married
Deceased
19b.
PA Schedule SP. . . . . . . . . . . .
Separated
20. Total Eligibility Income from Section III, Line 11, PA Schedule SP. . .
21. Tax Forgiveness Credit from Section IV, Line 16, PA Schedule SP. . . . . . . . . . . . . . .
21.
22.
22. Resident Credit. Submit your PA Schedule(s) G-L and/or RK-1. . . . . . . . . . . . . . . . . .
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.
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.
REFUND
30.
30. Refund – Amount of Line 29 you want as a check mailed to you.. . . . . . . .
31. Credit – Amount of Line 29 you want as a credit to your 2020 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.
MM/DD/YY
Your Signature
Date
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
1900210053
1900210053
PLEASE DO NOT CALL ABOUT YOUR REFUND UNTIL EIGHT WEEKS AFTER YOU FILE.
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