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Pennsylvania Free Printable 2023 PA Schedule P - Refund Donations to Pennsylvania 529 College and Career Savings Program Accounts (Form and Instructions) (PA-40 P) for 2024 Pennsylvania Schedule P - Refund Donations to Pennsylvania 529 College Savings Program Accounts

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Schedule P - Refund Donations to Pennsylvania 529 College Savings Program Accounts
2023 PA Schedule P - Refund Donations to Pennsylvania 529 College and Career Savings Program Accounts (Form and Instructions) (PA-40 P)

IMPORTANT: FILL IN FORM MUST BE DOWNLOADED ONTO YOUR COMPUTER PRIOR TO COMPLETING 2300710056 PA SCHEDULE P Refund Donations to Pennsylvania 529 College and Career Savings Program Accounts PA-40 P (EX) 03-23 (FI) PA Department of Revenue 2023 Name (if filing jointly, use name shown first on the PA-40) OFFICIAL USE ONLY Social Security Number (shown first) CAUTION: Pennsylvania 529 College and Career Savings Program (PA 529) account numbers must be included or the donation(s) will not be made as requested. If a donation cannot be made, a refund will be issued for the amount of the requested donation(s). Donations can only be made to PA 529 Accounts. Total PA 529 Account donations – plus all other donations on Lines 32 through 36 of the PA-40, cannot exceed the amount on PA-40 Line 29. 1. PA 529 11-Digit Account Number Refund Donation $ First Name of Beneficiary Last Name of Beneficiary 2. PA 529 11-Digit Account Number Refund Donation $ First Name of Beneficiary Last Name of Beneficiary 3. PA 529 11-Digit Account Number Refund Donation $ First Name of Beneficiary Last Name of Beneficiary 4. PA 529 11-Digit Account Number Refund Donation $ First Name of Beneficiary Last Name of Beneficiary 5. PA 529 11-Digit Account Number Refund Donation $ First Name of Beneficiary Last Name of Beneficiary If more than five PA 529 Account donations, please complete and submit additional schedules. 2300710056 Reset Entire Form TOP OF PAGE 2300710056 NEXT PAGE PRINT 2023 Instructions for PA-40 Schedule P PA-40 P IN 03-23 Refund Donations to Pennsylvania 529 College and Career Savings Program Accounts GENERAL INFORMATION PURPOSE OF SCHEDULE Use PA-40 Schedule P to designate the amount of the overpayment from Line 29 of the PA-40 to be donated to one or more Pennsylvania 529 College and Career Savings Program accounts whenever donation Code H is used on one of the Lines 32 through 36 of the PA-40, Personal Income Tax Return. NOTE: The department will issue a refund in lieu of adjusting the donation if it reduces the overpayment amount on Line 29 of the PA-40, Personal Income Tax Return, at the time it processes the return. Donations to PA 529 Accounts on a 2023 PA Schedule P, may be deducted on a 2024 PA Schedule O, Other Deductions, if the amount is reported on 2024 Form 1099G, Certain Government Payments. Refer to the department’s website to obtain Form 1099-G information and PA Schedule O. WHO MUST COMPLETE PA-40 Schedule P must be completed and included with an originally filed PA-40, if electing to make a donation of an overpayment of taxes to a Beneficiary Pennsylvania 529 Account. PA-40 Schedule P may only be included with an amended return where the amended income decreases or where tax withholding, estimated tax payments or tax credits increase from the amounts originally reported or as reported on the most recent amended return. Adjustments to amounts on the original PA-40 Schedule P may not be adjusted as a result of an amendment. If a donation to a PA 529 Account of the overpayment on an amended return is requested by including donation Code H on one of the Lines 32 through 36 of the Amended PA-40, a new Schedule P must be completed that reflects only the Amended PA-40 overpayment amount to be donated. Section III on Page 2 of Schedule PA-40 X must be completed to explain that a new Schedule P is included with the return. SOCIAL SECURITY NUMBER Enter the Social Security number (SSN) of the primary taxpayer. LINE INSTRUCTIONS BOXES 1 THROUGH 5 For each PA 529 Account, enter the required information. PA 529 ACCOUNT NUMBER Enter the eleven digit PA 529 Account number(s) for each Beneficiary to whom a refund donation will be made. CAUTION: If a PA 529 Account number is not entered, a donation will not be made and a refund will be issued in lieu of the donation. REFUND DONATION Enter the amount of the overpayment to be donated. FIRST NAME OF BENEFICIARY Enter the first name of the Beneficiary that matches the PA 529 Account number and for whom a refund donation is being requested. LAST NAME OF BENEFICIARY Enter the last name of the Beneficiary that matches the PA 529 Account number and for whom a refund donation is being requested. If there are more than five PA 529 Account donation Beneficiaries for which a donation is requested, please complete and submit additional schedules. TOTAL REFUND DONATIONS Add the refund donation amounts for Boxes 1 through 5 for each Schedule P and enter the amount on the PA-40 line with Code H on the line. CAUTION: Do not enter Code H more than one time on any of the Lines 32 through 36 of the PA-40, Personal Income Tax Return. Use multiple Schedules P to designate multiple donations. IDENTIFICATION INFORMATION CAUTION: The total amount of donations to PA 529 Accounts, plus any other donations listed on Lines 32 through 36 of the PA-40, Personal Income Tax Return, may not exceed the amount on Line 29 of the PA-40. NAME Enter the name of the taxpayer. If a jointly filed return, enter the name of the primary taxpayer (name shown first on the PA-40, Personal Income Tax Return). NOTE: If the department adjusts a return after the donation is sent to the requested PA 529 Account, the department will issue a billing notice or assessment notice for the total deficiency including the amount of the donation. SCHEDULE INSTRUCTIONS www.revenue.pa.gov PA-40 P 1 RETURN TO FORM
Extracted from PDF file 2023-pennsylvania-form-pa-40-p.pdf, last modified September 2016

More about the Pennsylvania Form PA-40 P Individual Income Tax TY 2023

We last updated the Schedule P - Refund Donations to Pennsylvania 529 College Savings Program Accounts in February 2024, so this is the latest version of Form PA-40 P, fully updated for tax year 2023. You can download or print current or past-year PDFs of Form PA-40 P directly from TaxFormFinder. You can print other Pennsylvania tax forms here.

Related Pennsylvania Individual Income Tax Forms:

TaxFormFinder has an additional 174 Pennsylvania income tax forms that you may need, plus all federal income tax forms. These related forms may also be needed with the Pennsylvania Form PA-40 P.

Form Code Form Name
Form PA-40 Pennsylvania Income Tax Return
Form PA-40 SP PA Schedule SP - Special Tax Forgiveness
Form PA-40 A PA Schedule A - Interest Income
Form PA-40 PA-V PA-40 Payment Voucher
PA-40 ES (Individual) Declaration of Estimated Personal Income Tax
PA-40 Income Tax Return
Form PA-40 UE PA Schedule UE - Allowable Employee Business Expenses
Form PA-40 B PA Schedule B - Dividend Income
Form PA-40 ES (P/S/F) PA-40 ES Partnership, PA S Corporation and Fiduciary - Declaration of Estimated Withholding Tax
Form PA-40 C PA Schedule C - Profit or Loss From Business or Profession

Download all PA tax forms View all 175 Pennsylvania Income Tax Forms


Form Sources:

Pennsylvania usually releases forms for the current tax year between January and April. We last updated Pennsylvania Form PA-40 P from the Department of Revenue in February 2024.

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About the Individual Income Tax

The IRS and most states collect a personal income tax, which is paid throughout the year via tax withholding or estimated income tax payments.

Most taxpayers are required to file a yearly income tax return in April to both the Internal Revenue Service and their state's revenue department, which will result in either a tax refund of excess withheld income or a tax payment if the withholding does not cover the taxpayer's entire liability. Every taxpayer's situation is different - please consult a CPA or licensed tax preparer to ensure that you are filing the correct tax forms!

Historical Past-Year Versions of Pennsylvania Form PA-40 P

We have a total of three past-year versions of Form PA-40 P in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:


2023 Form PA-40 P

2023 PA Schedule P - Refund Donations to Pennsylvania 529 College and Career Savings Program Accounts (Form and Instructions) (PA-40 P)

2022 Form PA-40 P

2022 PA Schedule P - Refund Donations to Pennsylvania 529 College and Career Savings Program Accounts (PA-40 P)

2021 Form PA-40 P

2021 PA Schedule P - Refund Donations to Pennsylvania 529 College Savings Program Accounts (PA-40 P)


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