OUR THOUGHTS ON:

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.

© 2014 Schneider Downs. All rights-reserved. All content on this site is property of Schneider Downs unless otherwise noted and should not be used without written permission.

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.

You’ve heard our thoughts… We’d like to hear yours

The Schneider Downs Our Thoughts On blog exists to create a dialogue on issues that are important to organizations and individuals. While we enjoy sharing our ideas and insights, we’re especially interested in what you may have to say. If you have a question or a comment about this article – or any article from the Our Thoughts On blog – we hope you’ll share it with us. After all, a dialogue is an exchange of ideas, and we’d like to hear from you. Email us at contactSD@schneiderdowns.com.

Material discussed is meant for informational purposes only, and it is not to be construed as investment, tax, or legal advice. Please note that individual situations can vary. Therefore, this information should be relied upon when coordinated with individual professional advice.

© 2018 Schneider Downs. All rights-reserved. All content on this site is property of Schneider Downs unless otherwise noted and should not be used without written permission.

comments