Instructions And Definitions For Filing Final Return For Local Earned Income Tax (Page 2 of 2) in pdf

BERKS EARNED INCOME TAX BUREAU

2009 TAXPAYER INSTRUCTIONS AND WORKSHEET

FOR FILING ASSISTANCE PLEASE CALL: 610-372-8439

OR VISIT OUR WEBSITE:

WHO MUST FILE - Every individual who is a legal resident of

the following School Districts, regardless of

age,

having earned income from Jan. 1 thr Dec. 31: Antietam, Brandywine Heights Area, Conrad Weiser Area, Daniel

Boone Area, Exeter Township, Fleetwood Area, Governor Miffin, Hamburg Area, Kutztown Area, Muhlenberg,

Oley Valley, Schuylkil Valley, Tulpehocken Area, Wilson and Wyomissing Area. The return shall be filed with

this Bureau by April

15, 2010, declaring all earned income. Part year residents SEE * BELOW. Ifno income was

earned, the tax return must be mailed back indicating your status on line 7, i.e.: "Retired", "Student", "Disabled",

"Public Assistance", etc. If

you filed Federal Form 4868 Application for Extension, send us a copy along with your

estimated payment by April

15, 2010.

** Union Township residents see "Special Rate Instructions".

Part-year Residents: Declare only the earnings and tax withheld while residing within our taxing

jurisdiction.

Note: Non-taxable income (do not use) includes: social security benefits; pensions; alimony receipts; sickness or

disability benefits from insurance; capital gains or losses; active duty military payor bonuses; income from

stocks or trusts; rent from "investment" ownership; death benefits; proceeds from life insurance policies;

gifts and bequests; interest; dividends; public assistance; unemployment compensation; subchapter "s" net

profits; gambling winnings; clergy housing allowance (declared on W2); and meals and lodging for your

employer's convenience.

2009 TAXPAYER WORKSHEET

(FOR TAXPAYERS RECORDS ONLY DO NOT FILE WORKSHEET)

Earned Income from enclosed W-2s

Less allowable unreimbursed employee business expenses from enclosed P A DE

Subtotal (line 1 minus line 2) not less than zero

Other Earned Income

Net profits from business, farm, profession, etc.

Net losses from business, farm, profession, etc. (limited to net profits on line 5)

Total Earned Income (add lines 3, 4, & 5, subtract line 6)

Total

local income tax 1 % (line 7 x .01) ** Union Township residents see Spec. Instructions

Enter total

local income tax withheld as shown on W -2s

Estimated payments

Out-of-State credit Philadelphia tax credit

Total credits (add line 9 and line 10)

If line 8 is larger than line 11, enter unpaid balance

If line 11 is larger than line 8, enter refund

Interest and Penalty

Pay balance due (line 12 plus line 14)

(Do Not Round Oft)

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Instructions And Definitions For Filing Final Return For Local Earned Income Tax Page 2

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