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Income Tax Return
IMPORTANT: FILL IN FORM MUST BE DOWNLOADED ONTO YOUR COMPUTER PRIOR TO COMPLETING2300110059PA-40Pennsylvania IncomeTax ReturnPA-40 (EX) MOD 03-23 (FI)PA Department of RevenueHarrisburg, PA 17129STARTOFFICIAL USE ONLY2023OFFICIAL USE ONLYPLEASE PRINT IN BLACK INK. ENTER ONE LETTER OR NUMBER IN EACH BOX. FILL IN OVALS COMPLETELY.Your Social Security NumberSpouse’s Social Security Number (even if filing separately)Extension. See the instructions.➜Amended Return. See the instructions.Residency Status. Fill in only one oval.CAREFULLY PRINT YOUR SOCIAL SECURITY NUMBER(S) ABOVELast NameR Pennsylvania ResidentSuffixN NonresidentYour First NameP Part-Year Resident from___/___/2023 to ___/___/2023MISpouse’s First NameMIFiling Status.OVERSEASMAIL See ForeignAddress Instructionsin PA-40 booklet.Spouse’s Last Name - Only if different from Last Name aboveS SingleJ Married, Filing JointlyM Married, Filing SeparatelyF Final Return. Indicate reason:SuffixD DeceasedFirst Line of AddressTaxpayerDate of death ___/___/2023SpouseDate of death ___/___/2023Second Line of AddressCity or Post OfficeCountry CodeStateDaytime Telephone NumberFarmers. Fill in this oval if at leasttwo-thirds of your gross income isfrom farming.ZIP CodeName of school district where you livedon 12/31/2023School CodeYour occupationSpouse’s occupation1a. Gross Compensation. Do not include exempt income, such as combat zone pay andqualifying retirement benefits. See the instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1a.1b. Unreimbursed Employee Business Expenses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1b.1c. Net Compensation. Subtract Line 1b from Line 1a. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1c.2. Interest Income. Complete PA Schedule A if required. . . . . . . . . . . . . . . . . . . . . . . . . . .2.3. Dividend and Capital Gains Distributions Income. Complete PA Schedule B if required. . .3.4. Net Income or Loss from the Operation of a Business, Profession or Farm. . . .LOSS4.5. Net Gain or Loss from the Sale, Exchange or Disposition of Property. . . . . . . . .LOSS5.6. Net Income or Loss from Rents, Royalties, Patents or Copyrights. . . . . . . . . . . .LOSS6.7. Estate or Trust Income. Complete and submit PA Schedule J. . . . . . . . . . . . . . . . . . . . .7.8. Gambling and Lottery Winnings. Complete and submit PA Schedule T. . . . . . . . . . . . . .8.9. Total PA Taxable Income. Add only the positive income amounts from Lines 1c, 2, 3,4, 5, 6, 7 and 8. DO NOT ADD any losses reported on Lines 4, 5 or 6. . . . . . . . . . . . . . .9.10. Other Deductions. Enter the appropriate code for the type of deduction.See the instructions for additional information. . . . . . . . . . . . . . . . . . . . . . . . .10.11. Adjusted PA Taxable Income. Subtract Line 10 from Line 9. . . . . . . . . . . . . . . . . . . . . . 11.Side 1ECOFFICIAL USE ONLYFC2300110059Reset Entire FormTOP OF PAGENEXT PAGEPRINT2300210057PA-40 2023 03-23 (FI)START ESTIMATED TAX PAID ➜Name(s)12. PA Tax Liability. Multiply Line 11 by 3.07 percent (0.0307). . . . . . . . . . . . . . . . . . . . . .12.13. Total PA Tax Withheld. See the instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13.14. Credit from your 2022 PA Income Tax return. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14.15. 2023 Estimated Installment Payments. Fill in oval if including Form REV-459B.15.16. 2023 Extension Payment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16.17. Nonresident Tax Withheld from your PA Schedule(s) NRK-1. (Nonresidents only) . . . .17.18. Total Estimated Payments and Credits. Add Lines 14, 15, 16 and 17. . . . . . . . . . . . .18.Tax Forgiveness Credit, submit PA Schedule SP19a. Filing Status:Unmarried orMarriedSeparated20. Total Eligibility Income from Section III, Line 11, PA Schedule SP. . .Deceased19b.21. Tax Forgiveness Credit from Section IV, Line 16, PA Schedule SP. . . . . . . . . . . . . . .21.22. Resident Credit. Submit your PA Schedule(s) G-L and/or RK-1. . . . . . . . . . . . . . . . . .22.23. Total Other Credits. Submit your PA Schedule OC and/or PA Schedule DC. . . . . . . . .23.24. TOTAL PAYMENTS and CREDITS. Add Lines 13, 18, 21, 22 and 23. . . . . . . . . . . . . . .24.25. USE TAX. Due on internet, mail order or out-of-state purchases. See the instructions.25.26. TAX DUE. If the total of Line 12 and Line 25 is more than Line 24,enter the difference here. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26.27. Penalties and Interest. See the instructions for additionalinformation. Fill in oval if including Form REV-1630/REV-1630A . . . . . .27.28. TOTAL PAYMENT DUE. See the instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28.29. OVERPAYMENT. If Line 24 is more than the total of Line 12, Line 25 and Line 27enter the difference here. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .The total of Lines 30 through 36 must equal Line 29.30. Refund – Amount of Line 29 you want as a check mailed to you.. . . . . . . . REFUND31. Credit – Amount of Line 29 you want as a credit to your 2024 estimated account. . . . . DONATIONS OFFICIAL USE ONLYSocial Security Number (shown first)32. Refund donation line. Enter the organization code and donation amount.See the instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33. Refund donation line. Enter the organization code and donation amount.See the instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34. Refund donation line. Enter the organization code and donation amount.See the instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35. Refund donation line.See the instructions.36. Refund donation line.See the instructions.Enter the organization code and donation amount................................................Enter the organization code and donation amount................................................Dependents, Section II, Line 2,PA Schedule SP. . . . . . . . . . . .29.30.31.32.33.34.35.36.SIGNATURE(S). Under penalties of perjury, I (we) declare that I (we) have examined this return, including all accompanying schedules and statements, and to the best of my(our) belief, they are true, correct, and complete.Your Signature➜DatePlease sign after printing.Spouse’s Signature, if filing jointlyMM/DD/YYE-File Opt OutSee the instructions.Preparer’s Name and Telephone NumberPreparer’s PTINFirm FEINPlease sign after printing.PLEASE DO NOT CALL ABOUT YOUR REFUND UNTIL EIGHT WEEKS AFTER YOU FILE.Side 223002100572300210057PLEASE DO NOT CALL ABOUT YOUR REFUND UNTIL EIGHT WEEKS AFTER YOU FILE.Reset Entire FormRETURN TO PAGE 1PRINT
2023 Pennsylvania Income Tax Return (PA-40)
Extracted from PDF file 2023-pennsylvania-pa-40.pdf, last modified October 2011
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More about the Pennsylvania PA-40Individual Income TaxTax ReturnTY 2023
Basic income tax return form for PA residents.
We last updated the Income Tax Return in January 2024,so this is the latest version of PA-40, fully updated for tax year 2023. You can download or print current or past-year PDFs of PA-40 directly from TaxFormFinder.You can print other Pennsylvania tax forms here.
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Related Pennsylvania Individual Income Tax Forms:
TaxFormFinder has an additional 174 Pennsylvania income tax forms that you may need, plus all federal income tax forms.These related forms may also be needed with the Pennsylvania PA-40.
| Form Code | Form Name |
|---|---|
| Form PA-40 | Pennsylvania Income Tax ReturnTax Return |
| Form PA-40 SP | PA Schedule SP - Special Tax ForgivenessTax Credit |
| Form PA-40 A | PA Schedule A - Interest Income |
| Form PA-40 PA-V | PA-40 Payment VoucherVoucher |
| PA-40 ES (Individual) | Declaration of Estimated Personal Income Tax |
| Form PA-40 UE | PA Schedule UE - Allowable Employee Business Expenses |
| Form PA-40 B | PA Schedule B - Dividend Income |
| Form PA-40 ES (P/S/F) | PA-40 ES Partnership, PA S Corporation and Fiduciary - Declaration of Estimated Withholding TaxEstimated |
| Form PA-40 C | PA Schedule C - Profit or Loss From Business or Profession |
| Form PA-40 E | PA Schedule E - Rents and Royalty Income (Loss) |
View all 175 Pennsylvania Income Tax Forms
Form Sources:
Pennsylvania usually releases forms for the current tax year between January and April.We last updated Pennsylvania PA-40 from the Department of Revenue in January 2024.
Show Sources >
- Original Form PDF is https://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Documents/2023/2023_pa-40.pdf
- Pennsylvania Income Tax Forms at http://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/PIT/Pages/default.aspx
- Pennsylvania Department of Revenue at http://www.revenue.state.pa.us/
PA-40 is a Pennsylvania Individual Income Tax form. Like the Federal Form 1040, states each provide a core tax return form on which most high-level income and tax calculations are performed. While some taxpayers with simple returns can complete their entire tax return on this single form, in most cases various other additional schedules and forms must be completed, depending on the taxpayer's individual situation, to create a complete income tax return package.
About the Individual Income Tax
The IRS and most states collect a personal income tax, which is paid throughout the year via tax withholding or estimated income tax payments.
Most taxpayers are required to file a yearly income tax return in April to both the Internal Revenue Service and their state's revenue department, which will result in either a tax refund of excess withheld income or a tax payment if the withholding does not cover the taxpayer's entire liability. Every taxpayer's situation is different - please consult a CPA or licensed tax preparer to ensure that you are filing the correct tax forms!
Historical Past-Year Versions of Pennsylvania PA-40
We have a total of eight past-year versions of PA-40 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:
2023 PA-40
2023 Pennsylvania Income Tax Return (PA-40)
2022 PA-40
2022 Pennsylvania Income Tax Return (PA-40)
2021 PA-40
2021 Pennsylvania Income Tax Return (PA-40)
2020 PA-40
2020 Pennsylvania Income Tax Return (PA-40)
2019 PA-40
2019 Pennsylvania Income Tax Return (PA-40)
2018 PA-40
2018 Pennsylvania Income Tax Return (PA-40)
2017 PA-40
2017 Pennsylvania Income Tax Return (PA-40)
2016 PA-40
2016 Pennsylvania Income Tax Return (PA-40)
TaxFormFinder Disclaimer:
While we do our best to keep our list of Pennsylvania Income Tax Forms up to date and complete, we cannot be held liable for errors or omissions. Is the form on this page out-of-date or not working? Please let us know and we will fix it ASAP.
