Question

Mailing Pennsylvania Tax Return

Forum|Forum|2 years ago
February 25, 2024
1 reply
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Hello,
I already filed my taxes this year. While my federal tax return was e-file and is already accepted, I was asked to file my state tax return by mail as I had an early withdrawal penalty greater than the interest income generated per one of the 1099-INT form.

My question really is, Do I need to include all my W-2s and 1099s with my Pennsylvania State Tax return? OR including any of them would work?

I have several 1099s and two W2s (for myself and my spouse) and I am not sure whether including all of them is really necessary.
Please advise.

J

JohnW152

You'll need to include your W-2s and some types of Form 1099, among other things.

According to Assembling Your PA-40 in the PA-40 Instructions Booklet, you should include your:

Federal Forms, W-2, 1099-R, 1099-MISC, 1099-NEC. Photocopies of your Form(s) W-2 (be sure the information is legible), or your actual Form(s) W-2. Include a statement to list and total your other taxable compensation. You must submit photocopies of your Form(s) 1099-R, 1099-MISC, 1099-NEC and other statements that show other compensation and any PA tax withheld.

NOTE: Do not include copies of Form(s) 1099-DIV and 1099-INT, unless the forms show PA income tax withheld

See the link above for a listing of all the documents you need to include with your state return.

D

dxchopraAuthor

Thanks. The referenced link/page in your response also says below -

"Include a statement to list and total your other taxable compensation"

Does this mean I need to list out all interest income generated as per the several1099-INT forms I have?

M

MonikaK1

Anyone have a take on this wording from the PA Instructions booklet?

"Federal Forms, W-2, 1099-R, 1099-MISC, 1099-NEC."

The comma after "Federal Forms," suggests they're asking for the 1040 and all federal schedules, too. Doesn't sound right to me, but would appreciate anyone else's take on that.

Yes, Federal forms means all of the forms that are part of the Federal return. You don't need to send the worksheets that are to keep for your information only.

@krgilmore

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