West Virginia Retirement Income

CERTAIN STATE AND FEDERAL RETIREMENT SYSTEMS The modification for pensions and annuities received from the West Virginia Public Employees’ Retirement System, the West Virginia Teachers’ Retirement System, and Federal Retirement is limited to a maximum of $2,000 and entered on Schedule M. The State of West Virginia does not impose tax on the retirement income received from any West [...]

West Virginia Additions

INTEREST OR DIVIDEND INCOME ON FEDERAL OBLIGATIONS. Enter amount of any interest or dividend income (received by or credited to you during the taxable year) on bonds or securities of any United States authority, commission or instrumentality which the laws of the United States exempt from federal income tax but not from state income tax. INTEREST OR DIVIDEND ON STATE OR LOCAL BONDS (OTHER THAN [...]

Pennsylvania Tax Due Payment Options

Make your check or money order payable to: PA DEPT OF REVENUE. • Write (1) your complete SSN, (2) "20XX PA-V", and (3) a daytime telephone number on your check or money order. If you are filing a joint return, enter the complete SSN of the taxpayer shown first on your return. The department will need your complete SSN to more quickly and accurately apply your payment. Do not staple your [...]

Pennsylvania Education Expenses

Education Expenses The federal and PA rules for educational expenses are similar, but not exactly the same. For PA purposes, costs for education expenses that you pay or incur are allowable only if: • The education is specifically required by law or by your employer to retain an established employment status or rate of compensation; and • The education is not part of a program [...]

Pennsylvania Medical Savings Account

Pennsylvania Medical Savings Account and Health Savings Account Contributions Pennsylvania follows federal rules for these deductions. If you can take these deductions on your federal return and you wish to claim them for PA purposes, you must complete PA Schedule O and include a copy of Page 1 of your Federal Form 1040 with your PA income tax return. You may not claim these deductions if you [...]