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
- Under Use tax Worksheet, click None if there's none. Otherwise, answer the following details accordingly.
- If the Taxpayer wants to file this return electronically, click Yes.
- Choose The income tax return.
C. Form PA 8453
- Under Section II, we prefer to choose the option where the refund is deposited into a different account.
- 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.
