ErnieS0
Expert Alumni

State tax filing

Here's what to include with your Pennsylvania income tax return:
 

Arrange your documents in the following order when submitting your 2021 PA tax return: 
 

  • Original PA-40. Do not mail a photocopy of your PA-40 or a copy of your electronic PA tax return.
     
  • Federal Forms, W-2, 1099-R, 1099-MISC, 1099-NEC. Photocopies of your Form(s) W-2 (be sure the information is legible), or your actual Form(s) W-2. 

    Include a statement to list and total your other taxable compensation. You must submit photocopies of your Form(s) 1099-R, 1099-MISC, 1099-NEC and other statements that show other compensation and any PA tax withheld. 

    NOTE: Do not include copies of Form(s) 1099-DIV, and 1099-INT, unless the forms show PA income tax withheld.
     
  • PA Schedule OC, and the required supporting documents when claiming any of the restricted tax credits that PA law allows.
     
  • PA Schedule(s) RK-1, PA Schedule(s) NRK-1. If you did not receive PA schedules, then submit federal Schedule(s) K-1.
     
  • PA Schedule(s) G-L. If you are claiming a resident credit for taxes paid to other states, include each schedule followed by any required supporting documents for the schedule.
     
  • All other required PA schedules and forms, including any additional sheets you prepared.

    IMPORTANT: Please include your name(s), Social Security number(s), tax year, and a brief line reference to the PA-40 or PA-40 schedule for any additional sheets you include with your return. 
     
  • All other required documents, including federal schedules (where the instructions allow the use of federal schedules), that explain the information you entered.
     
  • Using PA Payment Voucher (Form PA-40 V) and payment

Edited 03/26/21 | 09:40 PDT to change 2020 to 2021 in "Arrange your documents in the following order when submitting your 2021 PA tax return"

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