Pennsylvania Tax Forgiveness

Through Tax Forgiveness, eligible working families who paid income tax throughout the year may be refunded some or all of that tax paid. Retired persons and low-income individuals who did not have PA income tax withheld from earnings may have PA income tax liabilities forgiven. To receive Tax Forgiveness, a taxpayer must file a PA personal income tax return (PA-40) and complete Schedule SP How [...]

Pennsylvania Taxable Income

The PA-40 line number on which to report the income follows each item. Classify means report the income in the appropriate PA income class based on all facts and circumstances. See PA PIT Guide for more information. - Employer provided fringe benefits, unless excludable (Line 1a) - Sick pay and disability benefits that represent regular wages, such as sick leave pay (Line 1a) - Allowances and [...]

Pennsylvania Nontaxable Income

Income Not Taxable for PA Personal Income Tax Purposes: - Social Security benefits and/or Railroad Retirement benefits - Commonly recognized pension, old age, or retirement benefits paid after becoming eligible to retire, and retiring - United Mine Workers Pension - Military pension benefits - Civil Service Annuity - Unemployment compensation and public assistance - Payments received under [...]

New York Pension and Annuity Income (Exclusion)

Did you enter an amount on line 9 or 10 that was not from a NYS or local government pension plan or federal government pension plan? If No, go to line 30. If Yes, and you were 59½ before January 1, 2021, enter the qualifying pension and annuity income included in your 2021 recomputed federal AGI, but not more than $20,000. If you became 59½ during 2021, enter only the amount [...]

New York Additions

New York additions – Interest income on state and local bonds and obligations Do you have interest income from state and local bonds and obligations from states other than New York State or its local governments? If No, go to line 21. If Yes, enter any such interest income that you received or that was credited to you during 2018 that was not included in your federal AGI. This includes [...]