topic Submitting a PA-40X - Do I need to send in 1099s? in State tax filing

Submitting a PA-40X - Do I need to send in 1099s?

mrsparkle — Mon, 23 Feb 2026 23:56:57 GMT

I am amending my 2024 PA-40 (Part-time Residency) tax return because a subset of my income was not properly prorated based on the 7 months that I lived in PA. There were no amendments to the original tax documents (W-2, 1099s). It is just a matter or recalculating taxable income for PA.

In this case, should I send in anything other than the amended PA-40 and the PA-40X forms?

Thanks!

Re: Submitting a PA-40X - Do I need to send in 1099s?

DavidD66 — Tue, 24 Feb 2026 04:17:36 GMT

You don't need to send copies of W-2 or 1099s unless you received corrected ones. In addition to the new PA-40 and the PA-40X, you should send any other state tax forms or schedules that changed.

Re: Submitting a PA-40X - Do I need to send in 1099s?

mrsparkle — Tue, 24 Feb 2026 14:19:13 GMT

Thank you.

Would you recommend sending in a "Worksheet" form if it indicates the changes? For example, the PA-40 Line 1a Gross Compensation worksheet form. I'm unclear if this is a PA form or a Turbotax form.

Thanks

Re: Submitting a PA-40X - Do I need to send in 1099s?

DavidD66 — Tue, 24 Feb 2026 22:13:00 GMT

Yes, I do recommend sending the worksheet. In addition, a colleague of mine says that while not required, you should send copies of the W-2 and 1099s because the state is going to ask you for them if you don't send them. She is from Pennsylvania so I defer to her best judgment.