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Pennsylvania Individuals Worksheet for PA Estimated Tax (Instructions)
Extracted from PDF file 2024-pennsylvania-form-rev-414-i-instructions.pdf, last modified November 2023Individuals Worksheet for PA Estimated Tax (Instructions)
(EX) 10-23 REV-414 (I) PO BOX 281210 HARRISBURG PA 17128-1210 SECTION I 2024 INDIVIDUALS WORKSHEET FOR ESTIMATED TAX OFFICIAL USE ONLY Keep for Your Records 2024 PA ESTIMATED TAX PAYMENT WORKSHEET 1. 2024 Estimated Income. See the instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1. 2. 2024 Estimated Tax. Multiply the amount on Line 1 by 3.07% (0.0307). . . . . . . . . . . . . . . . . . . . . . . . . . . . .2. 3. Estimated 2024 resident credit for income tax to be paid to other states. . . . . . . . .3. 4. Estimated 2024 PA Schedule OC Credits. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4. 5. Estimated 2024 Special Tax Forgiveness Credit. . . . . . . . . . . . . . . . . . . . . . . . . . . .5. 6. Estimated 2024 PA Schedule DC Credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6. 7. Total Estimated Credits. Add Lines 3 through 6. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7. 8. 2024 Estimated Tax Net of Estimated Credits. Subtract Line 7 from Line 2. . . . . . . . . . . . . . . . . . . . . . .8. 9. Enter 90% of Line 8. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9. 10. Safe Harbor Method Income. See the instructions. Enter 100% of your PA taxable income for 2023. . . . . . . . . . . . . . . . . . . . . . . . . . .10. NOTE: If a part-year resident for 2023 or no return filed for 2023, skip Lines 10 through 14 and enter the amount from Line 9 on Line 15. 11. Safe Harbor Method Tax Liability. Multiply Line 10 by 3.07% (0.0307). . . . . . . . . . .11. 12. Expected 2024 Withholdings. See the instructions. . . . . . . . . . . . . . . . . . . . . . . . .12. 13. Total Withholdings and Credits. Add Lines 7 and 12. . . . . . . . . . . . . . . . . . . . . . . .13. 14. Safe Harbor Method Net Estimated Tax Liability. See the instructions. . . . . . . . . . .14. 15. Total 2024 Estimated Tax Liability. Enter the smaller of Line 9 or 14. . . . . . . . . . . .15. 16. Nonresident Withholding Adjustment. If you are a non-PA resident, include income tax to be withheld by your PA S corporation or partnership, by an estate or trust, or to be included on federal Form 1099-MISC, or 1099-NEC. . .16. 17. TOTAL 2024 REQUIRED ESTIMATED TAX. See the instructions. . . . . . . . . . . . .17. NOTE. The department will apply your credit from your 2023 PA PIT return on the due date of your 2023 PA return. If your 2023 credit is greater than your first 2024 installment payment, it is not necessary that you file your first estimated form. The department does not require a 2024 PA PIT estimated form until you must make a payment to your estimated account. SECTION II 2024 AMENDED PA ESTIMATED TAX SCHEDULE 1. Amended estimated tax. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1. 2. Amount of 2023 overpayment applied to 2024 estimated tax and payments to date. . . . . . . . . . . . . . . . . . .2. 3. Estimated tax payments to date. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3. 4. Total (add Lines 2 and 3). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4. 5. Unpaid balance (subtract Line 4 from Line 1). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5. SECTION III Payment number 2024 RECORD OF ESTIMATED TAX PAYMENTS (B) Amount Paid (A) Date (C) 2023 overpayment credit applied (D) Total amount paid and credited [add (B) and (C)] 1 2 3 4 Total GET ASSISTANCE: • Refer to the REV-413 (I) instructions for completing this form • Visit the department’s website at revenue.pa.gov • Contact the Customer Experience Center at 717-787-8201 from 8 AM to 5 PM • Visit one of the department’s district offices as shown below from 8:30 AM to 5 PM Please call ahead to verify a district office’s address and its services. ALLENTOWN STE 6 555 UNION BLVD ALLENTOWN PA 18109-3389 610-861-2000 PHILADELPHIA – CENTER CITY STE 204A 110 N 8TH ST PHILADELPHIA PA 19107-2412 215-560-2056 READING STE 239 625 CHERRY ST READING PA 19602-1186 610-378-4401 ERIE 448 W 11TH ST ERIE PA 16501-1501 814-871-4491 PHILADELPHIA – NORTHEAST ACDMY PLZ SHPG CTR 3240 RED LION RD PHILADELPHIA PA 19114-1109 215-821-1860 SCRANTON ROOM 207 BANK TOWERS 207 WYOMING AVE SCRANTON PA 18503-1427 570-963-4585 HARRISBURG LOBBY STRAWBERRY SQ HARRISBURG PA 17128-0101 717-783-1405 NORRISTOWN SECOND FL STONY CREEK OFFICE CENTER 151 W MARSHALL ST NORRISTOWN PA 19401-4739 610-270-1780 PITTSBURGH – DOWNTOWN 411 7TH AVE - ROOM 420 PITTSBURGH PA 15219-1905 412-565-7540 PITTSBURGH – GREENTREE 11 PARKWAY CTR STE 175 875 GREENTREE RD PITTSBURGH PA 15220-3623 412-929-0614
2024 Individuals Worksheet for Estimated Tax (REV-414 (I))
More about the Pennsylvania Form REV-414 -I (Instructions) Individual Income Tax Estimated TY 2024
Instructions for REV-414-I
We last updated the Individuals Worksheet for PA Estimated Tax (Instructions) in March 2024, so this is the latest version of Form REV-414 -I (Instructions), fully updated for tax year 2023. You can download or print current or past-year PDFs of Form REV-414 -I (Instructions) 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 REV-414 -I (Instructions).
| Form Code | Form Name |
|---|---|
| Form REV-414 -P-S | PA Nonresident Withholding Tax Worksheet For Partnerships and PA S Corporations |
| REV-414-I | Individuals Estimated Income Tax Worksheet |
| Form REV-414 -F | Estates and Trusts Worksheet for PA Estimated Tax |
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 REV-414 -I (Instructions) from the Department of Revenue in March 2024.
Form REV-414 -I (Instructions) is a Pennsylvania Individual Income Tax form. While most taxpayers have income taxes automatically withheld every pay period by their employer, taxpayers who earn money that is not subject to withholding (such as self employed income, investment returns, etc) are often required to make estimated tax payments on a quarterly basis. Failure to make correct estimated payments can result in interest or penalties.
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 REV-414 -I (Instructions)
We have a total of twelve past-year versions of Form REV-414 -I (Instructions) in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:
2024 Form REV-414 -I (Instructions)
2024 Individuals Worksheet for Estimated Tax (REV-414 (I))
2023 Form REV-414 -I (Instructions)
2023 Individuals Worksheet for Estimated Tax (REV-414 (I))
2022 Form REV-414 -I (Instructions)
2022 Instructions for Estimating PA Personal Income Tax - For Individuals Only (REV-413 (I))
2020 Form REV-414 -I (Instructions)
2020 Individuals Worksheet for PA Estimated Tax (REV-414)
2019 Form REV-414 -I (Instructions)
2019 Individuals Worksheet for PA Estimated Tax (REV-414 I)
2017 Form REV-414 -I (Instructions)
2017 Individuals Worksheet for PA Estimated Tax (REV-414I)
2016 Form REV-414 -I (Instructions)
2016 Individuals Worksheet for PA Estimated Tax (REV-414I)
2015 Form REV-414 -I (Instructions)
2015 Individuals Worksheet for PA Estimated Tax (REV-414I)
2014 Form REV-414 -I (Instructions)
2014 Individuals Worksheet for PA Estimated Tax (REV-414I)
2013 Form REV-414 -I (Instructions)
2013 Individuals Worksheet for PA Estimated Tax (REV-414I)
2012 Form REV-414 -I (Instructions)
2012 Individuals Worksheet for PA Estimated Tax (REV-414I)
2011 Form REV-414 -I (Instructions)
2011 Individuals Worksheet for PA Estimated Tax (REV-414I)
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