Pennsylvania Income Taxes and PA State Tax Forms

efile Pennsylvania tax return
Pennsylvania
"The Keystone State"

Pennsylvania State Income Tax Return forms for Tax Year 2018 (Jan. 1 - Dec. 31, 2018) can be e-Filed together with an IRS Income Tax Return until October 15, 2019. In January 2020, you can e-File Tax Year 2019.

eFile.com makes it easy for you to e-file your IRS and Pennsylvania State Tax Return (e.g resident, nonresident, or part-year resident returns). However, the IRS and the respective State Tax Agencies require you to e-file a Federal Income Tax Return at the same time you e-file a State Tax Return. This is not an eFile.com policy but an IRS and State Agency policy. Though you cannot e-File a Pennsylvania Tax Return anywhere - not just eFile.com - without also e-filing the associated IRS Tax Return, you can still file only your state return; read on for the good news. 

Find detailed instructions on how you can only prepare and mail in - not eFile - a Pennsylvania 2018 Tax Return - here via eFile.com. However, you must download/print and sign the forms and mail them to the Tax Agency.

Function
Description
Prepare only a PA State Return
with a State Only Code: FreeFed19
Where Is Your Pennsylvania Tax Refund Money?
Step 1: Sign into your eFile.com account and check acceptance by the Tax Agency.
Step 2: Check your Pennsylvania Tax Refund Status.
Where is Your IRS Refund?
Step 1: Sign into your eFile.com account and check acceptance by the IRS.
Step 2: Check your IRS Tax Refund Status.
Pennsylvania Income Tax Extension
Pennsylvania Income Tax Amendment
How to correct a rejected Tax Return
If your PA Tax Return was rejected by the PA Tax Agency - not eFile.com - instructions on how to correct a rejected Pennsylvania Tax Return.
Pennsylvania, IRS Late Filing, Tax Payment Penalties

1. Late Filing Penalty: For every month or part of the month a return is filed late, you would be charged a 5% penalty of your total unpaid tax unless you can provide a reasonable cause for filing the return after the April 15 deadline. The maximum penalty is 25% of the your unpaid or late-paid taxes owed. The minimum penalty you can be charged by the state tax agency is $5.
2. Late Payment Penalty: You will be charged a 5% underpayment penalty If you do not pay the entire amount of your taxes due with your filed return. An additional 25% penalty of your taxes due will be imposed on any unreported amount of taxable income that's more than 25% of the taxable income that's shown on your return.

3. IRS Penalties: Calculate and Estimate your potential IRS Income Tax Return Penalties.

 

Start Federal and Pennsylvania Tax Returns

2019 Pennsylvania Income Tax Filing Deadlines by Tax Year

The majority of deadlines listed here are for Tax Year 2018. Some apply to upcoming Tax Years and some are IRS or Federal deadlines.

Deadline
Type
Description
April 15, 2019
Tax Year 2018
Income Tax Return
Prepare and e-File an IRS (Due Date April 15, 2019) a Pennsylvania State Income Tax Return (Due Date April 15, 2019) until October 15, 2019. - eFileIT*
Expired:
April 15, 2019
2018 Income Tax Extension
October 15, 2019
Tax Year 2018
Income Tax Return after the April 15, 2019 Pennsylvania Tax Extension
Last day to e-File a 2018 Pennsylvania State Income Tax Return for Tax Extension Filers and late eFilers. You can only e-File (to file by paper see below) Pennsylvania Income Tax Return together with an IRS Tax Return. eFileIT*
October 15, 2019 via mail-in Forms.
Forms incl. Mailing Address are listed below.
Tax Year 2018
Income Tax Return after the April 15, 2019 Pennsylvania Tax Extension
Deadline for taxpayers who got a PA Tax Extension to file their PA Income Tax Return by mail-in Forms - the Forms incl. mailing addresses are listed below - is October 15, 2019. (Optionally, the eFileIT* deadline is Oct. 15, 2019). Instructions on how to only - without the IRS return - prepare and file a Pennsylvania State Income Tax Return on eFile.com.
Tax Amendment for all Tax Years
IRS Due Dates
IRS Tax Return, Extension, Amendment Deadlines
2019, 2020, etc.
Other State Tax Return, Extension, Amendment Deadlines
Select respective State Tax Return Deadlines.
2019, 2020, etc.
IRS Federal Income Tax Return, Amendment, Extension Deadlines
April 15, 2022
2018 Pennsylvania Income Tax Return Refund.
IRS Tax Return Refund Claim Deadline
The last day to file - you will not face late filing penalties - and claim your 2018 Pennsylvania Income Tax Return Refund. This deadline does not apply if you owe 2018 Income Taxes.

E-File These 2018 Pennsylvania State Tax Forms

Prepare and efile these state forms for 2018 in conjunction with your federal and state income tax return. As you proceed through the tax interview on efile.com, the application will select the correct state forms for you. You can also select tax forms individually. All these forms will then be e-filed by you to the state tax agency. Instructions on how to only prepare a state income tax return.

Form/Schedule
Description
efileIT Now*
Form PA-40
Individual Income Tax Return for Residents, Nonresidents, and Part-Year Residents-General Information and Income/Payments, Credits, and Donations
Form PA-1000
Property Tax or Rent Rebate Claim
Form PA W-2
Reconciliation Worksheet
Form REV-459B
Consent to Transfer, Adjust, or Correct PA Estimated Personal Income Tax Account
Schedule 19
Sale of a Principal Residence
Schedule C
Profit or Loss From Business or Profession
Schedule D
Sale, Exchange, or Disposition of Property-Renter
Schedule E
Rents, Royalties, Patents, and Copyrights-Owner/Renters
Schedule F
Farm Income and Expenses
Schedule G-L
Resident Credit for Taxes Paid to Another State
Schedule NRH
Compensation Apportionment
Schedule O
Other Deductions
Schedule OC
Other Credits
Schedule P
Refund Donations to Pennsylvania 529 College Savings Program Accounts
Schedule SP
Special Tax Forgiveness
Schedule UE
Allowable Employee Business Expenses
PA-41 Schedule RK-1
Resident Schedule of Shareholder/Partner/Beneficiary Pass Through Income, Loss and Credits
PA-41 Schedule NRK-1
Nonresident Schedule of Shareholder/Partner/Beneficiary Pass Through Income, Loss and Credits
Payment Voucher Form. Complete and submit to the PA Department of Revenue - address is on the form - with your payment.
Cannot be e-Filed. Mail-in only.

 

* Due to IRS and State Tax Agency tax data sharing and validation requirements, you can only e-file a State Income Tax Return while also e-filing a Federal Income Tax Return. This is not an eFile.com created policy, but all online tax web sites have to adhere to this IRS/state issued tax data sharing policy. You can however prepare all 44 State Income Tax Returns on eFile.com if you have already e-Filed or filed your IRS return. Instructions on how you can ONLY prepare and file State Income Tax Return(s). Only on eFile.com can you prepare, file or e-file unlimited State Tax Returns for one low price and not pay for each State return like you would do on H&R Block® vs. TurboTax®. Dare to Compare Now.

Automatic Pennsylvania Tax Extension

For Tax Year 2018 you can e-File an IRS Tax Extension by April 15, 2019 for free on eFile.com (instructions on whether you should consider a Tax Extension or not). 

If you are certain that you cannot file your Pennsylvania return by the deadline, you do not need to file for an extension. You will automatically receive a 6-month extension of time to file your return (not to pay). The extended tax return due date is October 15, 2019. Please be aware that Pennsylvania will not accept the federal extension form as an extension for your Pennsylvania tax return. However, if you expect to owe income taxes, you should submit your payment with payment voucher Form REV-276. If you efiled your return and are making a payment by check or money order, you must complete a Form REV-276 on efile.com. If you are making a payment by credit card, a Form REV-276 is not needed. If you are making an automatic extension payment, you also must use Form REV-276 unless it is made electronically. Use efile.com and prepare an Pennsylvania tax return to find out what your Pennsylvania state income tax payment will be.

Instructions on how to eFile an IRS tax extension for free on eFile.com by April 15, 2019.

The extended IRS/Pennsylvania eFile deadline is Oct. 15, 2019 - eFileIT* now. If you plan to file or mail-in a Pennsylvania tax return on paper - the Forms and Mailing Address are below - your due date is Oct. 15, 2019. 

2018 Tax Year Pennsylvania Tax Forms

Pennsylvania State Income Tax Forms for Tax Year 2018 (Jan. 1 - Dec. 31, 2018) can be e-Filed in conjunction with a IRS Income Tax Return until October 15, 2019. Details on how to only prepare and print a Pennsylvania 2018 Tax Return.  The PA Tax Forms and Mailing Address are below - click for the IRS Federal Income Tax Forms for Tax Year 2018.

Form/Schedule
Description
Individual Income Tax Return for Residents, Nonresidents, and Part-Year Residents-General Information and Income/Payments, Credits, and Donations
Individual Income Tax Payment Voucher
Property Tax or Rent Rebate Claim
Reconciliation Worksheet
Consent to Transfer, Adjust, or Correct PA Estimated Personal Income Tax Account
Sale of a Principal Residence
Profit or Loss From Business or Profession
Sale, Exchange, or Disposition of Property-Renter
Rents, Royalties, Patents, and Copyrights-Owner/Renter
Farm Income and Expenses
Resident Credit for Taxes Paid to Another State
Compensation Apportionment
Other Deductions
Other Credits
Refund Donations to Pennsylvania 529 College Savings Program Accounts
Special Tax Forgiveness
Allowable Employee Business Expenses
Resident Schedule of Shareholder/Partner/Beneficiary Pass Through Income, Loss and Credits
Nonresident Schedule of Shareholder/Partner/Beneficiary Pass Through Income, Loss and Credits

2017 Tax Year Pennsylvania Tax Forms

Pennsylvania state income tax forms for Tax Year 2018 (Jan. 1 - Dec. 31, 2017)  can no longer be prepared and e-filed. Complete the respective Form(s) below, sign, and mail them to the Pennsylvania Department of Revenue. In addition to filing Pennsylvania Forms you might also have to file the 2017 IRS Tax Return Forms.

Form/Schedule
Description
Individual Income Tax Return for Residents, Nonresidents, and Part-Year Residents-General Information and Income/Payments, Credits, and Donations
Individual Income Tax Payment Voucher
Property Tax or Rent Rebate Claim
Reconciliation Worksheet
Consent to Transfer, Adjust, or Correct PA Estimated Personal Income Tax Account
Sale of a Principal Residence
Profit or Loss From Business or Profession
Sale, Exchange, or Disposition of Property-Renter
Rents, Royalties, Patents, and Copyrights-Owner/Renter
Farm Income and Expenses
Resident Credit for Taxes Paid to Another State
Compensation Apportionment
Other Deductions
Other Credits
Refund Donations to Pennsylvania 529 College Savings Program Accounts
Special Tax Forgiveness
Allowable Employee Business Expenses
Resident Schedule of Shareholder/Partner/Beneficiary Pass Through Income, Loss and Credits
Nonresident Schedule of Shareholder/Partner/Beneficiary Pass Through Income, Loss and Credits

Pennsylvania Tax Facts, Information

Pennsylvania Tax Information and Contacts

PA Tax Type
Description
Pennsylvania Income Tax Code
Pennsylvania has a state sales, use, and hotel occupancy tax rate of 6% on most goods and services. Allegheny County levies an additional local sales tax of 1%, and Philadelphia County levies a 2% local sales tax (but not on hotel occupancy).
Pennsylvania Tax Fact
In Pennsylvania, liquor is taxed at the rate of 18%.
Pennsylvania Tax Payment Options
Pennsylvania State Tax Agency Contacts
For Mailing Addresses and other contact information contact the PA Department of Revenue