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Entering State Forms: Pennsylvania

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These are the steps on how to enter State Forms: These are the steps on how to enter State Forms.

  • Under 'State Information' details (from the Main Information Sheet), if you put a full-year resident in Pennsylvania (PA), you'll see the corresponding state forms you need to fill up appear in red.
A. Form PA 40

  • On this form, you just need to enter the School code and district.
B. Form PA 40 Pg 2

  1. Under Use tax Worksheet, click None if there's none. Otherwise, answer the following details accordingly.

  2. If the Taxpayer wants to file this return electronically, click Yes.

  3. Choose The income tax return.
C. Form PA 8453

  1. Under Section II, we prefer to choose the option where the refund is deposited into a different account.

  2. Then, enter the bank details as needed. Please make sure they are 100% correct.
D. If the Taxpayer has two states of residency in a year, you need to fill it up as shown below; the state forms you need to enter will automatically appear.