Pennsylvania Income Tax Return

Income Tax Return 
2023 Pennsylvania Income Tax Return (PA-40)
IMPORTANT: FILL IN FORM MUST BE DOWNLOADED ONTO YOUR COMPUTER PRIOR TO COMPLETING
2300110059

PA-40

Pennsylvania Income
Tax Return
PA-40 (EX) MOD 03-23 (FI)
PA Department of Revenue
Harrisburg, PA 17129

START

OFFICIAL USE ONLY

2023

OFFICIAL USE ONLY

PLEASE PRINT IN BLACK INK. ENTER ONE LETTER OR NUMBER IN EACH BOX. FILL IN OVALS COMPLETELY.
Your Social Security Number
Spouse’s Social Security Number (even if filing separately)
Extension. See the instructions.

➜

Amended Return. See the instructions.
Residency Status. Fill in only one oval.

CAREFULLY PRINT YOUR SOCIAL SECURITY NUMBER(S) ABOVE

Last Name

R Pennsylvania Resident

Suffix

N Nonresident

Your First Name

P Part-Year Resident from
___/___/2023 to ___/___/2023

MI

Spouse’s First Name

MI

Filing Status.

OVERSEAS
MAIL See Foreign
Address Instructions
in PA-40 booklet.

Spouse’s Last Name - Only if different from Last Name above

S Single
J Married, Filing Jointly
M Married, Filing Separately
F Final Return. Indicate reason:

Suffix

D Deceased

First Line of Address

Taxpayer
Date of death ___/___/2023
Spouse
Date of death ___/___/2023

Second Line of Address

City or Post Office

Country Code

State

Daytime Telephone Number

Farmers. Fill in this oval if at least
two-thirds of your gross income is
from farming.

ZIP Code

Name of school district where you lived
on 12/31/2023

School Code

Your occupation

Spouse’s occupation

1a. Gross Compensation. Do not include exempt income, such as combat zone pay and
qualifying retirement benefits. See the instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1a.
1b. Unreimbursed Employee Business Expenses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1b.
1c. Net Compensation. Subtract Line 1b from Line 1a. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1c.
2. Interest Income. Complete PA Schedule A if required. . . . . . . . . . . . . . . . . . . . . . . . . . .

2.

3. Dividend and Capital Gains Distributions Income. Complete PA Schedule B if required. . .

3.

4. Net Income or Loss from the Operation of a Business, Profession or Farm. . . .

LOSS

4.

5. Net Gain or Loss from the Sale, Exchange or Disposition of Property. . . . . . . . .

LOSS

5.

6. Net Income or Loss from Rents, Royalties, Patents or Copyrights. . . . . . . . . . . .

LOSS

6.

7. Estate or Trust Income. Complete and submit PA Schedule J. . . . . . . . . . . . . . . . . . . . .

7.

8. Gambling and Lottery Winnings. Complete and submit PA Schedule T. . . . . . . . . . . . . .

8.

9. Total PA Taxable Income. Add only the positive income amounts from Lines 1c, 2, 3,
4, 5, 6, 7 and 8. DO NOT ADD any losses reported on Lines 4, 5 or 6. . . . . . . . . . . . . . .

9.

10. Other Deductions. Enter the appropriate code for the type of deduction.
See the instructions for additional information. . . . . . . . . . . . . . . . . . . . . . . . .

10.

11. Adjusted PA Taxable Income. Subtract Line 10 from Line 9. . . . . . . . . . . . . . . . . . . . . . 11.
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OFFICIAL USE ONLY

FC

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2300210057

PA-40 2023 03-23 (FI)
START

  ESTIMATED TAX PAID  

➜

Name(s)

12. PA Tax Liability. Multiply Line 11 by 3.07 percent (0.0307). . . . . . . . . . . . . . . . . . . . . .

12.

13. Total PA Tax Withheld. See the instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

13.

14. Credit from your 2022 PA Income Tax return. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

14.

15. 2023 Estimated Installment Payments. Fill in oval if including Form REV-459B.

15.

16. 2023 Extension Payment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

16.

17. Nonresident Tax Withheld from your PA Schedule(s) NRK-1. (Nonresidents only) . . . .

17.

18. Total Estimated Payments and Credits. Add Lines 14, 15, 16 and 17. . . . . . . . . . . . .

18.

Tax Forgiveness Credit, submit PA Schedule SP
19a. Filing Status:
Unmarried or
Married
Separated
20. Total Eligibility Income from Section III, Line 11, PA Schedule SP. . .

Deceased

19b.

21. Tax Forgiveness Credit from Section IV, Line 16, PA Schedule SP. . . . . . . . . . . . . . .

21.

22. Resident Credit. Submit your PA Schedule(s) G-L and/or RK-1. . . . . . . . . . . . . . . . . .

22.

23. Total Other Credits. Submit your PA Schedule OC and/or PA Schedule DC. . . . . . . . .

23.

24. TOTAL PAYMENTS and CREDITS. Add Lines 13, 18, 21, 22 and 23. . . . . . . . . . . . . . .

24.

25. USE TAX. Due on internet, mail order or out-of-state purchases. See the instructions.

25.

26. TAX DUE. If the total of Line 12 and Line 25 is more than Line 24,
enter the difference here. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

26.

27. Penalties and Interest. See the instructions for additional
information. Fill in oval if including Form REV-1630/REV-1630A . . . . . .

27.

28. TOTAL PAYMENT DUE. See the instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

28.

29. OVERPAYMENT. If Line 24 is more than the total of Line 12, Line 25 and Line 27
enter the difference here. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
The total of Lines 30 through 36 must equal Line 29.
30. Refund – Amount of Line 29 you want as a check mailed to you.. . . . . . . . REFUND
31. Credit – Amount of Line 29 you want as a credit to your 2024 estimated account. . . . .

  DONATIONS  

OFFICIAL USE ONLY

Social Security Number (shown first)

32. Refund donation line. Enter the organization code and donation amount.
See the instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
33. Refund donation line. Enter the organization code and donation amount.
See the instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
34. Refund donation line. Enter the organization code and donation amount.
See the instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
35. Refund donation line.
See the instructions.
36. Refund donation line.
See the instructions.

Enter the organization code and donation amount.
...............................................
Enter the organization code and donation amount.
...............................................

Dependents, Section II, Line 2,
PA Schedule SP. . . . . . . . . . . .

29.
30.
31.
32.
33.
34.
35.
36.

SIGNATURE(S). Under penalties of perjury, I (we) declare that I (we) have examined this return, including all accompanying schedules and statements, and to the best of my
(our) belief, they are true, correct, and complete.
Your Signature

➜

Date

Please sign after printing.
Spouse’s Signature, if filing jointly

MM/DD/YY

E-File Opt Out
See the instructions.

Preparer’s Name and Telephone Number

Preparer’s PTIN

Firm FEIN

Please sign after printing.
PLEASE DO NOT CALL ABOUT YOUR REFUND UNTIL EIGHT WEEKS AFTER YOU FILE.

Side 2

2300210057

2300210057

PLEASE DO NOT CALL ABOUT YOUR REFUND UNTIL EIGHT WEEKS AFTER YOU FILE.
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