Pennsylvania Makes Changes to Personal Income Tax Filing Options

State and Local Tax

By Jennifer Koehler

All taxpayers who received more than $33 in total gross taxable income in 2013 must file Pennsylvania personal income tax returns by midnight, Tuesday, April 15, 2014.

To make this process more efficient for both taxpayers and the state, the Pennsylvania Department of Revenue (“Department”) recently announced a new online filing option:  PA Free File.  PA Free File consists of software and fillable forms, both of which are available at www.pafreefile.com.  Qualifying taxpayers, those with federal adjusted gross income of $58,000 or less, are able to utilize the software free of charge to electronically file state and federal income tax returns simultaneously.  For those who do not qualify for the software, PA Free File offers fillable forms, which are online versions of tax forms.  These forms call be submitted electronically or printed and mailed to the Department.

According to the Department, e-filing offers advantages not available to taxpayers filing by paper, including automatic calculators, instant confirmation of successful filing, faster refund processing and direct deposit options.

Padirectfile, Pennsylvania’s state-only filing system, will be available this year but will not be available next year.  The Department has also discontinued the TeleFile system and will not be automatically printing or mailing the traditional PA-40 personal income tax books this year.  Free tax forms and instructions are available at www.revenue.state.pa.us.

If you have other State and Local Tax questions, visit our SALT page for more information.

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This advice is not intended or written to be used for, and it cannot be used for, the purpose of avoiding any federal tax penalties that may be imposed, or for promoting, marketing or recommending to another person, any tax related matter.

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