PA-8453: still the same protocol?

[phelm1079]

So I've run into the same situation (and confusion) as other members: Before I submitted my PA tax return electronically, I was instructed by TurboTax to "Sign and date Form PA-8453 within 1 day of acceptance."  Reading the previous comments from two years ago, it sounds like I do NOT need to sign/send in the form, but rather just sign a copy and keep for my own records.  Does this still hold true for the 2023 tax year, or have things changed?  I would appreciate any insight, thank you!

[JohnW152 · Accepted solution]

Yes, that policy is still in effect.  You just need to sign the form and keep it with your tax return records.

According to the instructions after page 1 of Form PA-8453: 

Any taxpayer filing electronically from a home computer must keep the signed Form PA-8453 and supporting documents for three years after the due date of the return or the date the return was filed electronically, which-ever is later. Taxpayers must make the documents available to the PA Department of Revenue upon request. Do not mail Form PA-8453 and attachments to the PA Department of Revenue unless requested.

[phelm1079]

I really appreciate your quick response, John, thank you so much!