Pennsylvania PA-20S/PA-65 Directory - Partner/Member/Shareholder

PA-20S/PA-65 Directory - Partner/Member/Shareholder
2023 Partner/Member/Shareholder Directory (PA-20S/PA-65 P/M/D)
IMPORTANT: FILL IN FORM MUST BE DOWNLOADED ONTO YOUR COMPUTER PRIOR TO COMPLETING
2307610051

PARTNER/MEMBER/
SHAREHOLDER DIRECTORY

Directory

PA-20S/PA-65 P/M/D (DR) MOD 04-23 (FI)
PA Department of Revenue

2023

OFFICIAL USE ONLY

FEIN 9 DIGIT - NO DASH

Name as shown on the PA-20S/PA-65 Information Return

START

C

➜
The entity must list its partners/members/shareholders on this schedule. Enter the following for all partners/members/shareholders:
SSN/FEIN; OWNERSHIP % (enter each owner’s percentage); and NAME AND ADDRESS. Copy Directory to list additional owners.
CODE - Enter the type of owner by code.
See instructions.
DE = Disregarded Entity
RI = Resident Individual
B = Bank/Financial Institution
I
= Insurance Company
L = LLC taxed as a Partnership
PI = Part-year Resident Individual (S Corp Only)
P = Partnership
LC = LLC taxed as a C Corporation
T = Trust
S = S Corporation
LS = LLC taxed as an S Corporation

1

Code

SSN/FEIN 9 DIGIT - NO DASH

Name:

2

Code

Code

SSN/FEIN 9 DIGIT - NO DASH

Code

SSN/FEIN 9 DIGIT - NO DASH

Code

SSN/FEIN 9 DIGIT - NO DASH

Code

SSN/FEIN 9 DIGIT - NO DASH

Ownership %

.

Ownership %

.

Ownership %

.

Ownership %

.

Address:

SSN/FEIN 9 DIGIT - NO DASH

Name:

Ownership %

.

Address:

2307610051
RESET FORM

.

Address:

Name:

6

Ownership %

Address:

Name:

5

C Corporation
Nonresident Individual
Estate
Exempt

Address:

Name:

4

=
=
=
=

Address:

Name:

3

C
NR
E
X

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2023
Instructions for PA-20S/PA-65 Directory

Partner/Member/Shareholder Directory

PA-20S/PA-65 Directory IN (DR) 04-23

GENERAL INFORMATION
PURPOSE OF SCHEDULE
PA S corporations, partnerships or limited liability companies
filing as partnerships or PA S corporations for federal income
tax purposes use PA-20S/PA-65 Partner/Member/Shareholder Directory to list each partner/member/shareholder
involved with the entity within the tax year.

COMPLETING PARTNER/MEMBER/
SHAREHOLDER DIRECTORY
BUSINESS NAME
Enter the complete name of the entity or business as shown
on the PA-20S/PA-65 Information Return.
The entity must list its partners/members/shareholders on
this schedule.
FEIN
Enter the nine-digit federal employer identification number
(FEIN) of the entity or business as shown on the PA-20S/
PA-65 Information Return.
Complete the Lines below for all partners/members/shareholders.

LINE INSTRUCTIONS
LINES 1 THROUGH 6
CODE
Enter the type of owner using the following codes:
● B = Bank Financial Institution
● PI = Part-Year Resident Individual (S corporation only)
● T = Trust

www.revenue.pa.gov

●
●
●
●
●
●
●
●
●
●
●
●

DE = Disregarded Entity
I = Insurance Company
P = Partnership
S = S Corporation
RI = Resident Individual
L = LLC taxed as a Partnership
LC = LLC taxed as a C Corporation
LS = LLC taxed as a PA S Corporation
C = C Corporation
NR = Nonresident Individual
E = Estate
X = Exempt

SSN/FEIN
Enter the applicable nine-digit Social Security number or
nine-digit federal employer identification number (FEIN) of
each partner/member/shareholder.

OWNERSHIP PERCENTAGE
PARTNERSHIP
Enter the owner’s percentage of ownership at the close of
the taxable year.
PA S CORPORATION
Enter the owner’s weighted average percentage of ownership for the taxable year.

NAME/ADDRESS
Enter the complete name, address, city, state and ZIP code
of the partner/ member/shareholder involved with the entity
within the tax year.
NOTE: If there are more than six owners, please use
additional PA-20S/PA-65 P/M/D form as needed.

PA-20S/PA-65 Directory
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