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Pennsylvania Income Tax Return
Extracted from PDF file 2023-pennsylvania-pa-40.pdf, last modified October 2011Income Tax Return
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. Side 1 EC OFFICIAL USE ONLY FC 2300110059 Reset Entire Form TOP OF PAGE NEXT PAGE PRINT 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. Reset Entire Form RETURN TO PAGE 1 PRINT
2023 Pennsylvania Income Tax Return (PA-40)
More about the Pennsylvania PA-40 Individual Income Tax Tax Return TY 2023
Basic income tax return form for PA residents.
We last updated the Income Tax Return in January 2024, so this is the latest version of PA-40, fully updated for tax year 2023. You can download or print current or past-year PDFs of PA-40 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 PA-40.
| 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 |
| 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 |
| Form PA-40 E | PA Schedule E - Rents and Royalty Income (Loss) |
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 PA-40 from the Department of Revenue in January 2024.
PA-40 is a Pennsylvania Individual Income Tax form. Like the Federal Form 1040, states each provide a core tax return form on which most high-level income and tax calculations are performed. While some taxpayers with simple returns can complete their entire tax return on this single form, in most cases various other additional schedules and forms must be completed, depending on the taxpayer's individual situation, to create a complete income tax return package.
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 PA-40
We have a total of eight past-year versions of PA-40 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:
2023 PA-40
2023 Pennsylvania Income Tax Return (PA-40)
2022 PA-40
2022 Pennsylvania Income Tax Return (PA-40)
2021 PA-40
2021 Pennsylvania Income Tax Return (PA-40)
2020 PA-40
2020 Pennsylvania Income Tax Return (PA-40)
2019 PA-40
2019 Pennsylvania Income Tax Return (PA-40)
2018 PA-40
2018 Pennsylvania Income Tax Return (PA-40)
2017 PA-40
2017 Pennsylvania Income Tax Return (PA-40)
2016 PA-40
2016 Pennsylvania Income Tax Return (PA-40)
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