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elnestler
New Member

After entering PA int & div info a notice appeared copy of 1099-INT & DIV must submit to Dept of Rev. No instruct/forms R w/ instruct after e-file. R these required?

 
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1 Reply
Cindy0H
New Member

After entering PA int & div info a notice appeared copy of 1099-INT & DIV must submit to Dept of Rev. No instruct/forms R w/ instruct after e-file. R these required?

No, you do not need to send the interest and dividends form to the Pennsylvania Department of Revenue. This is from the PA instructions:

You may need to submit other information such as copies of military orders (if on active duty outside Pennsylvania), Form(s) W-2 (if your employer withheld additional PA income tax), and tax returns you filed in other states (when requesting a PA Resident Credit). The department reserves the right to request an explanation or supporting information for any amount that a taxpayer reports on a Pennsylvania tax return.

Instructions from Pennsylvania:

https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2018/2018_pa-40in....

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