Form PA-40 Schedule P "Refund Donations to Pennsylvania 529 College and Career Savings Program Accounts" - Pennsylvania

What Is Form PA-40 Schedule P?

This is a legal form that was released by the Pennsylvania Department of Revenue - a government authority operating within Pennsylvania.The document is a supplement to Form PA-40, Pennsylvania Income Tax Return. As of today, no separate filing guidelines for the form are provided by the issuing department.

Form Details:

  • Released on May 1, 2018;
  • 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 Schedule P 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 Schedule P "Refund Donations to Pennsylvania 529 College and Career Savings Program Accounts" - Pennsylvania

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2000710059
PA SCHEDULE P
Refund Donations to
Pennsylvania 529 College and Career
Savings Program Accounts
PA-40 P (EX) 06-20 (FI)
2020
PA Department of Revenue
OFFICIAL USE ONLY
Name shown first on the PA-40 (if filing jointly)
Social Security Number (shown first)
CAUTION: Pennsylvania 529 College and Career Savings Program (PA 529) account numbers must be included or the donation(s) will not be
made as requested. If a donation cannot be made, a refund will be issued for the amount of the requested donation(s). Donations can only be
made to PA 529 Accounts. Total PA 529 Account donations – plus all other donations on Lines 32 through 36 of the PA-40, cannot exceed the
amount on PA-40 Line 29.
1. PA 529 11-Digit Account Number
Refund Donation
$
First Name of Beneficiary
Last Name of Beneficiary
2. PA 529 11-Digit Account Number
Refund Donation
$
First Name of Beneficiary
Last Name of Beneficiary
3. PA 529 11-Digit Account Number
Refund Donation
$
First Name of Beneficiary
Last Name of Beneficiary
4. PA 529 11-Digit Account Number
Refund Donation
$
First Name of Beneficiary
Last Name of Beneficiary
5. PA 529 11-Digit Account Number
Refund Donation
$
First Name of Beneficiary
Last Name of Beneficiary
If more than five PA 529 Account donations, please complete and submit additional schedules.
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2000710059
PA SCHEDULE P
Refund Donations to
Pennsylvania 529 College and Career
Savings Program Accounts
PA-40 P (EX) 06-20 (FI)
2020
PA Department of Revenue
OFFICIAL USE ONLY
Name shown first on the PA-40 (if filing jointly)
Social Security Number (shown first)
CAUTION: Pennsylvania 529 College and Career Savings Program (PA 529) account numbers must be included or the donation(s) will not be
made as requested. If a donation cannot be made, a refund will be issued for the amount of the requested donation(s). Donations can only be
made to PA 529 Accounts. Total PA 529 Account donations – plus all other donations on Lines 32 through 36 of the PA-40, cannot exceed the
amount on PA-40 Line 29.
1. PA 529 11-Digit Account Number
Refund Donation
$
First Name of Beneficiary
Last Name of Beneficiary
2. PA 529 11-Digit Account Number
Refund Donation
$
First Name of Beneficiary
Last Name of Beneficiary
3. PA 529 11-Digit Account Number
Refund Donation
$
First Name of Beneficiary
Last Name of Beneficiary
4. PA 529 11-Digit Account Number
Refund Donation
$
First Name of Beneficiary
Last Name of Beneficiary
5. PA 529 11-Digit Account Number
Refund Donation
$
First Name of Beneficiary
Last Name of Beneficiary
If more than five PA 529 Account donations, please complete and submit additional schedules.
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2020
Instructions for PA-40 Schedule P
Refund Donations to Pennsylvania 529 College and Career Savings Program Accounts
PA-40 P IN 06-20
SOCIAL SECURITY NUMBER
GENERAL INFORMATION
Enter the Social Security number (SSN) of the primary taxpayer.
PURPOSE OF SCHEDULE
LINE INSTRUCTIONS
Use PA-40 Schedule P to designate the amount of the over-
payment from Line 29 of the PA-40 to be donated to one or
more Pennsylvania 529 College and Career Savings Pro-
BOXES 1 THROUGH 5
gram accounts whenever donation Code H is used on one
For each PA 529 Account, enter the required information.
of the Lines 32 through 36 of the PA-40, Personal Income
PA 529 ACCOUNT NUMBER
Tax Return.
Enter the eleven digit PA 529 Account number(s) for each
NOTE: The department will issue a refund in lieu of
Beneficiary to whom a refund donation will be made.
adjusting the donation if it reduces the overpayment
amount on Line 29 of the PA-40, Personal Income Tax Re-
CAUTION: If a PA 529 Account number is not entered,
turn, at the time it processes the return.
a donation will not be made and a refund will be issued
in lieu of the donation.
Donations to PA 529 Accounts on a 2020 PA Schedule
P, may be deducted on a 2021 PA Schedule O, Other
REFUND DONATION
Deductions, if the amount is reported on 2021 Form 1099-
Enter the amount of the overpayment to be donated.
G, Certain Government Payments. Refer to the depart-
ment’s website to obtain Form 1099-G information and PA
FIRST NAME OF BENEFICIARY
Schedule O.
Enter the first name of the Beneficiary that matches the PA
529 Account number and for whom a refund donation is
WHO MUST COMPLETE
being requested.
PA-40 Schedule P must be completed and included with an
LAST NAME OF BENEFICIARY
originally filed PA-40, if electing to make a donation of an
Enter the last name of the Beneficiary that matches the PA
overpayment of taxes to a Beneficiary Pennsylvania 529 Ac-
529 Account number and for whom a refund donation is
count.
being requested.
PA-40 Schedule P may only be included with an amended
If there are more than five PA 529 Account donation
return where the amended income decreases or where tax
Beneficiaries for which a donation is requested, please
withholding, estimated tax payments or tax credits increase
complete and submit additional schedules.
from the amounts originally reported or as reported on the
most recent amended return. Adjustments to amounts on
TOTAL REFUND DONATIONS
the original PA-40 Schedule P may not be adjusted as a re-
Add the refund donation amounts for Boxes 1 through 5 for
sult of an amendment. If a donation to a PA 529 Account of
each Schedule P and enter the amount on the PA-40 line
the overpayment on an amended return is requested by in-
with Code H on the line.
cluding donation Code H on one of the Lines 32 through 36
of the Amended PA-40, a new Schedule P must be com-
CAUTION: Do not enter Code H more than one time
pleted that reflects only the Amended PA-40 overpayment
on any of the Lines 32 through 36 of the PA-40, Per-
amount to be donated. Section III on Page 2 of Schedule
sonal Income Tax Return. Use multiple Schedules P to des-
PA-40 X must be completed to explain that a new Schedule
ignate multiple donations.
P is included with the return.
CAUTION: The total amount of donations to PA 529
Accounts, plus any other donations listed on Lines 32
SCHEDULE INSTRUCTIONS
through 36 of the PA-40, Personal Income Tax Return, may
not exceed the amount on Line 29 of the PA-40.
IDENTIFICATION INFORMATION
NOTE: If the department adjusts a return after the do-
NAME
nation is sent to the requested PA 529 Account, the
Enter the name of the taxpayer. If a jointly filed return, enter
the name of the primary taxpayer (name shown first on the
department will issue a billing notice or assessment notice
PA-40, Personal Income Tax Return).
for the total deficiency including the amount of the donation.
www.revenue.pa.gov
PA-40 P
1
RETURN TO FORM
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