Pennsylvania Tax Forms 2023

What is Pennsylvania Form PA-40?

Pennsylvania Form PA-40 is used by full-year residents, part-year residents, and nonresidents to file their state income tax return. The purpose of Form PA-40 is to determine your tax liability for the state of Pennsylvania. Nonresident and part-year resident filers will enter their residency status on the first page of the form.

The State of Pennsylvania does not have an Easy Form (EZ) or Short Form. Read the General Instructions section of the PA-40 instructions book to help determine if you should file as a full-year resident, part-year resident, or nonresident for tax year 2023.

Do I have to file a Pennsylvania tax return?

You must file a Pennsylvania tax return if your gross taxable income exceeds $33, even if no tax is due. You may be required to file a Pennsylvania income tax return even though you are not required to file a federal income tax return. You must also file if you incurred a loss from any transaction as an individual, sole proprietor, partner in a partnership, or S corporation, for example.

Read the Who Must File section of the Pennsylvania PA-40 instructions book to help determine if you should file a state income tax return for tax year 2023.

How to pay estimated taxes in Pennsylvania?

Pennsylvania Form PA-40 ESR is used to pay estimated taxes. If you have taxable income from self-employment, interest, dividends, unemployment compensation, and pensions, you may have to pay estimated tax to the state of Pennsylvania.

Download Pennsylvania Form PA-40 ESR from the list of forms in the table below on this page. The computation worksheet can be found inside the Form PA-40 ESR instructions PDF file. The Pennsylvania Form PA-40 ESR file contains the fillable voucher for the 2024 tax year. Open the PDF file and print the form. Then, fill in and mail to the Pennsylvania Department of Revenue.

Pennsylvania estimated income tax payment due dates are the same as the federal Form 1040-ES payment due dates. For the 2024 tax year, estimated tax payments are due quarterly on the following dates: April 15, 2024; June 15, 2024; September 15, 2024; and Jan 15, 2025.

Where can I get Pennsylvania tax forms?

Printable Pennsylvania tax forms for 2023 are available for download below on this page. These are the official PDF files published by the Pennsylvania Department of Revenue, we do not alter them in any way. The PDF file format allows you to safely print, fill in, and mail in your 2023 Pennsylvania tax forms.

To get started, download the forms and instructions files you need to prepare your 2023 Pennsylvania income tax return. Then, open Adobe Acrobat Reader on your desktop or laptop computer. Do not attempt to fill in or print these files from your browser.

From Adobe Acrobat Reader use the Ctrl + O shortcut or select File / Open and navigate to your 2023 Pennsylvania tax forms. Open the files to read the instructions, and, remember to save any fillable forms periodically while filling them in. Print all Pennsylvania state tax forms at 100%, actual size, without any scaling.

Click the F, Fi, I, and B icons to download any Pennsylvania Form, Fillable Form, Instructions, or Booklet listed in the table below. Booklets generally contain an assortment of printable tax forms and instructions.

We estimate that most 2023 Pennsylvania income tax forms will be released by January 29, 2024. Links below may display draft or 2022 Pennsylvania tax forms and instructions until they are published by the DOR.

2023 Pennsylvania Tax Form Downloads

Form	Title	PDF
PA-40	2023 Form PA-40, Pennsylvania Income Tax Return
PA-40	2023 Pennsylvania School Codes
PA-40 ES	2024 Pennsylvania Estimated Tax Payment
PA-40 V	2023 PA-40 Payment Voucher
Schedule 19	Taxable Sale of a Principal Residence
Schedule A	Interest Income
Schedule B	Dividend Income
Schedule C	Profit or Loss From Business or Profession
Schedule D	Sale, Exchange or Disposition of Property
Schedule E	Rents and Royalty Income
Schedule G-L	Resident Credit for Taxes Paid
Schedule J	Income from Estates or Trusts
Schedule T	Gambling and Lottery Winnings
Schedule NRH	Compensation Apportionment
Schedule O	Pennsylvania Other Deductions
Schedule OC	Pennsylvania Other Credits
Schedule SP	Special Tax Forgiveness
Schedule UE	Allowable Employee Business Expenses
Schedule W	Employment Incentive Payments Credit
Schedule X	Amended Personal Income Tax Schedule
REV-276	Application for Extension of Time to File

How do I track my Pennsylvania tax refund?

To track the status of your Pennsylvania income tax refund online, visit the Pennsylvania Department of Revenue website and use their Where's My Refund service. Pennsylvania Department of Revenue asks that you wait at least eight weeks before using this tool.

To track the status of your Pennsylvania income tax refund for 2023 you will need the following information:

• Social Security Number
• Amount of your refund

The requested information must match what was submitted on your 2023 Pennsylvania Form PA-40. To look up a refund for a prior tax year you will need to contact the Pennsylvania Department of Revenue customer service center through the online form provided.

To contact the Pennsylvania Department of Revenue service center by phone or email, use the check your refund status link above. Alternatively, read or print the 2023 Pennsylvania Form PA-40 instructions to obtain the proper phone number and mailing address.