Required documents for 2025 Pennsylvania return

Forum|Forum|4 months ago
February 23, 2026
1 reply
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I'm ready to mail in my 2025 Pennsylvania return. I don't remember what documents are required with the return. I have the following federal documents, which ones are required: 1099-R, 1099-SSA, 10199-DIV,

1098-Mortgage Statement.

Thankyou.

ReneV4

Level 6

To mail your 2025 Pennsylvania return, you will need to include the following information along with your full copy of your PA return:

A full copy of your Federal Form 1040
Copies of you Form 1099-Rs
Any W-2s

Generally, you are not required to include copies of:

Your 1099-DIV (unless there was state tax withheld)
Your 1099-SSA, since PA does not tax SS benefits
Your 1098 (Mortgage), since this is a Federal form and PA does not have a deduction for this

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