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Required documents for 2025 Pennsylvania return

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.

 

 

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1 Reply
ReneV4
Employee Tax Expert

Required documents for 2025 Pennsylvania return

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

 

  1. A full copy of your Federal Form 1040
  2. Copies of you Form 1099-Rs
  3. 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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