DianeW777
Expert Alumni

State tax filing

Please see the answers to your questions below about the attachments to your Pennsylvania (PA) tax return.

  1. Yes, they mean the PA-40 itself.
  2. Only federal forms that are used on the PA tax return and there isn't a separate PA specific form (Schedule C, D, E, F,  for example)
  3. Good call - there is no need to submit the 1099 forms with your PA return. The key answer is ONLY if there is PA state tax withholding.
  4. The K-1 you sent a copy of is fine. This is the original document you received and best to send with your PA tax return.
  5. Yes, they would go with the PA-40. Any PA Schedules would go behind the PA-40 in alpha order.
  6. Only income documents with PA state withholding and only forms or schedules that are not included in your 'PA' forms that have an entry on your PA-40. An example would be the K1 you sent along with your return. They might discard your novel unfortunately. 🙂
    • It sounds like you have already mailed the return so for future use, you do not need to include the full federal return.
    • The federal K1 makes sense because you actually didn't receive a PA-RK1 with the exception of the ones printed after your federal entry.
    • Also Future reference the W-2 should take center stage on the front of the package and any other document with state withholding.
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