FINAL HINTS FOR FILING YOUR PA-40 (STATE) TAX RETURN 1) 2) 3) 4) 5) 6) 7) 8) You must file a PA-40 (state) income tax form for 2007 if you have worked and earned income during the 2007 calendar year. Print all information on your PA-40 form in CAPITAL LETTERS in BLACK ink. When making entries on your form, ROUND OFF CENTS TO THE NEAREST WHOLE DOLLAR. In the block entitled “Residency Status”, fill in the oval indicating “N Nonresident”. In the block entitled “School Code”, enter 99999 in the code box. When entering your “Gross Compensation” (Line 1A of the form), record the amount listed on your W-2 form (box 16-state wages, tips, etc.). When entering your “Total PA Tax Withheld” (Line 13 of the form), record the amount listed in Box 17 (state income tax) on your W-2 form. If payment is due, enclose a check or money order payable to PA Dept. of Revenue. Do not send cash. Write the last four digits of your SSN, “2007 PA-V” and daytime telephone number on your check. Assemble (do not staple) and mail the following documents: ORIGINAL COPY of the PA-40 (and payment---if due) W-2 Form Any other relevant documents Be sure to sign and date your tax return form. Also, make PHOTOCOPIES of your return and keep the copies for at least ten years. For mailing purposes, choose the appropriate address listed below. The DEADLINE FOR MAILING is Tuesday, April 15, 2008. A. PA DEPT OF REVENUE NO Payment/NO Refund 2 Revenue Place Harrisburg, PA 17129-0002 PA DEPT OF REVENUE REFUND/CREDIT Requested 3 Revenue Place Harrisburg, PA 17129-0003 PA DEPT OF REVENUE PAYMENT Enclosed 1 Revenue Place Harrisburg, PA 17129-0001 (Use if no money is owed or no refund received.)
9)
10) 11)
B.
(Use if you overpaid and are receiving a refund.)
C.
(Use if you owe taxes to PA Dept. of Revenue.)
Finally, please remember the sample copy should only be used as a GENERAL guide to completing your PA State Income Tax Return. If you have specific questions regarding your tax form, contact the PA Department of Revenue at 724/656-3203 (New Castle, PA). You can also submit your questions to a customer service representative at the Department’s website at www.revenue.state.pa.us The International Services Office CANNOT offer the tax assistance that tax preparers, accountants or attorneys can provide or take responsibility for preparing your individual tax return. You alone must be legally responsible for correctly meeting U.S. and state income tax requirements. Failure to file could jeopardize your future in the U.S.