Form PA-40: Pennsylvania Income Tax Return

The PA-40, also known as the PA 40 or Pennsylvania Income Tax Return, is a state tax form used by residents of Pennsylvania to report their taxable income and calculate any state income tax owed to the Pennsylvania Department of Revenue.

Who Needs to File Form PA-40?

• Pennsylvania residents who earned income during the tax year are generally required to file a PA-40. This includes wages, salaries, tips, interest, dividends, and unemployment compensation.
• Even if you had no federal tax liability, you may still need to file a PA-40 if you owe Pennsylvania income tax.
• There are exceptions for certain situations, such as if your income falls below the filing threshold.

What Information Do You Need to File Form PA-40?

• Your Social Security number(s)
• Proof of income, such as W-2s, 1099s, and other tax documents
• Documentation of any deductions or credits you claim
• Banking information for direct deposit of your refund (optional)

Where to Get Form PA-40?

• Download the form PA-40 attached below.
• You can also request a paper copy by calling the department at 1-717-787-8196.

How to File Form PA-40?

• You can file your PA-40 electronically through the PA Department of Revenue's myPATH system (https://www.revenue.pa.gov/).
• You can also mail a paper copy of the form to the Pennsylvania Department of Revenue.
• There are professional tax preparers who can assist you with filing your PA-40.

Important Dates For Form PA-40:

• The deadline to file your PA-40 is typically April 15th of the following year.
• Extensions can be requested if needed.
• You can find the latest filing deadlines and other important information on the Pennsylvania Department of Revenue website (https://www.revenue.pa.gov/).