Printable State PA-40 Form and PA-40 Instructions
Pennsylvania state income tax Form PA-40 must be postmarked by April 15, 2024 in order to avoid penalties and late fees. Printable Pennsylvania state tax forms for the 2023 tax year will be based on income earned between January 1, 2023 through December 31, 2023.
The Pennsylvania income tax rate for tax year 2023 is 3.07%. The state income tax rate is displayed on the Pennsylvania PA-40 form and can also be found inside the Pennsylvania PA-40 instructions booklet. The Pennsylvania PA-40 instructions and the most commonly filed individual income tax forms are listed below on this page.
Preparation of your Pennsylvania income tax forms begins with the completion of your federal tax forms. Several of the Pennsylvania state income tax forms require information from your federal income tax return, for example.
If you have not done so already, please begin with your federal Form 1040. Remember that federal tax forms 1040EZ and 1040A have been discontinued. Seniors age 65 and older have the option of filing federal Form 1040-SR this year.
What is Pennsylvania Form PA-40?
Pennsylvania Form PA-40 is used by full-year residents, part-year residents, and nonresidents to file their state income tax return. The purpose of Form PA-40 is to determine your tax liability for the state of Pennsylvania. Nonresident and part-year resident filers will enter their residency status on the first page of the form.
The State of Pennsylvania does not have an Easy Form (EZ) or Short Form. Read the General Instructions
section of the PA-40 instructions book to help determine if you should file as a full-year resident, part-year resident, or nonresident for tax year 2023.
Do I have to file a Pennsylvania tax return?
You must file a Pennsylvania tax return if your gross taxable income exceeds $33, even if no tax is due. You may be required to file a Pennsylvania income tax return even though you are not required to file a federal income tax return. You must also file if you incurred a loss from any transaction as an individual, sole proprietor, partner in a partnership, or S corporation, for example.
Read the Who Must File
section of the Pennsylvania PA-40 instructions book to help determine if you should file a state income tax return for tax year 2023.
How to pay estimated taxes in Pennsylvania?
Pennsylvania Form PA-40 ESR is used to pay estimated taxes. If you have taxable income from self-employment, interest, dividends, unemployment compensation, and pensions, you may have to pay estimated tax to the state of Pennsylvania.
Download Pennsylvania Form PA-40 ESR from the list of forms in the table below on this page. The computation worksheet can be found inside the Form PA-40 ESR instructions PDF file. The Pennsylvania Form PA-40 ESR file contains the fillable voucher for the 2024 tax year. Open the PDF file and print the form. Then, fill in and mail to the Pennsylvania Department of Revenue.
Pennsylvania estimated income tax payment due dates are the same as the federal Form 1040-ES payment due dates. For the 2024 tax year, estimated tax payments are due quarterly on the following dates: April 15, 2024; June 15, 2024; September 15, 2024; and Jan 15, 2025.
Where can I get Pennsylvania tax forms?
Printable Pennsylvania tax forms for 2023 are available for download below on this page. These are the official PDF files published by the Pennsylvania Department of Revenue, we do not alter them in any way. The PDF file format allows you to safely print, fill in, and mail in your 2023 Pennsylvania tax forms.
To get started, download the forms and instructions files you need to prepare your 2023 Pennsylvania income tax return. Then, open Adobe Acrobat Reader on your desktop or laptop computer. Do not attempt to fill in or print these files from your browser.
From Adobe Acrobat Reader use the Ctrl + O shortcut or select File / Open and navigate to your 2023 Pennsylvania tax forms. Open the files to read the instructions, and, remember to save any fillable forms periodically while filling them in. Print all Pennsylvania state tax forms at 100%, actual size, without any scaling.
Click the F
, Fi
, I
, and B
icons to download any Pennsylvania Form, Fillable Form, Instructions, or Booklet listed in the table below. Booklets generally contain an assortment of printable tax forms and instructions.
We estimate that most 2023 Pennsylvania income tax forms will be released by January 29, 2024. Links below may display draft or 2022 Pennsylvania tax forms and instructions until they are published by the DOR.
2023 Pennsylvania Tax Form Downloads
| Form | Title | |
|---|---|---|
| PA-40 | 2023 Form PA-40, Pennsylvania Income Tax Return |   |
| PA-40 | 2023 Pennsylvania School Codes | |
| PA-40 ES | 2024 Pennsylvania Estimated Tax Payment | |
| PA-40 V | 2023 PA-40 Payment Voucher | |
| Schedule 19 | Taxable Sale of a Principal Residence | |
| Schedule A | Interest Income | |
| Schedule B | Dividend Income | |
| Schedule C | Profit or Loss From Business or Profession | |
| Schedule D | Sale, Exchange or Disposition of Property | |
| Schedule E | Rents and Royalty Income | |
| Schedule G-L | Resident Credit for Taxes Paid | |
| Schedule J | Income from Estates or Trusts | |
| Schedule T | Gambling and Lottery Winnings | |
| Schedule NRH | Compensation Apportionment | |
| Schedule O | Pennsylvania Other Deductions | |
| Schedule OC | Pennsylvania Other Credits | |
| Schedule SP | Special Tax Forgiveness | |
| Schedule UE | Allowable Employee Business Expenses | |
| Schedule W | Employment Incentive Payments Credit | |
| Schedule X | Amended Personal Income Tax Schedule | |
| REV-276 | Application for Extension of Time to File | |
How do I track my Pennsylvania tax refund?
To track the status of your Pennsylvania income tax refund online, visit the Pennsylvania Department of Revenue website and use their Where's My Refund service. Pennsylvania Department of Revenue asks that you wait at least eight weeks before using this tool.
To track the status of your Pennsylvania income tax refund for 2023 you will need the following information:
- Social Security Number
- Amount of your refund
The requested information must match what was submitted on your 2023 Pennsylvania Form PA-40. To look up a refund for a prior tax year you will need to contact the Pennsylvania Department of Revenue customer service center through the online form provided.
To contact the Pennsylvania Department of Revenue service center by phone or email, use the check your refund status link above. Alternatively, read or print the 2023 Pennsylvania Form PA-40 instructions to obtain the proper phone number and mailing address.
Last updated: January 26, 2024
State Tax Forms
References:
- Pennsylvania Department of Revenue. State of Pennsylvania, Pennsylvania Department of Revenue. Retrieved January 26, 2024.
- Individual Income Tax Forms. State of Pennsylvania, Pennsylvania Department of Revenue. Retrieved January 26, 2024.
