Form Rev-1329 Ex - Corrected School District Code Report Page 2
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1
2DETAILED INSTRUCTIONS FOR THE COMPLETION OF REV-1329 EX, CORRECTED SCHOOL DISTRICT CODE REPORT
Purpose
incorrectly on the original list provided to the school
each item number should be assigned along with the
Affidavit of Notice to Second or Third School
district. The name and address are necessary entries
The Department of Revenue (department) provides a
reason or basis for specifying each claim for assign-
District
so that Second or Third School Districts may research
list of taxpayers’ names and addresses to be reviewed
ment code (see list of codes below) to a Third School
The Original School District, when it disputes a tax-
whether a disputed taxpayer is within their school
by school districts for each tax year. The purpose of
District, and submit a copy of the report to the depart-
payer on the list received from the department, is
district.
this report is for school districts to make corrections to
ment within 10 days of receipt of the report from the
required to mail a copy of the report to the Second
a list of names and addresses of taxpayers who
Original School District. If the Second School District
Assign Individual(s) To: (Second School
School District. The Original School District must also
reported to the department on their Pennsylvania per-
determines that the taxpayers were correctly listed for
District)
send a copy of this report to the department at the
sonal income tax returns they are residents of the
the Original School District, the Second School District
The Original School District must enter the name of
address identified below in the Mailing Instructions.
school district on December 31 of a given tax year.
should list the Original School District name and/or
the school district and school district code (from the
However, prior to mailing the copy to the department,
Taxpayers listed for a particular school district
school district code in the columns under the Third
school code list provided with the cover letter) to
report should not be evaluated on the basis of
the Original School District must have the report nota-
School District. If the Second School District deter-
which the taxpayers listed for each item number
their addresses alone.
rized, signifying a copy was mailed to the Second
mines the taxpayers should be assigned to a different
should be assigned along with the reason or basis for
School District. The Notary Public must properly exe-
specifying each claim for assignment code (see list of
Third School District, the Second School District
Who May Use This Report
cute this document in order for the department to
codes herein). A copy of this report is required to be
should list the appropriate school district’s name
School districts that wish to adjust the list provided by
mailed to the department and the Second School
and/or school district code in the columns under the
make any adjustments to Original School Districts list.
the department must use this report to identify tax-
District within 20 days of receipt of the original list
payers who do not reside in the school district. Any
Third School District.
The Original School District may (in lieu of notarizing
received from the department. If the Original
school district to which taxpayers are assigned may
each page of the report listing a different school dis-
Receipt of Report by Third School District
School District fails to provide the name and/or
also use this report to dispute that assignment. If the
trict) notarize and submit a letter to the department
school district code to which taxpayers should
If the Third School District determines that the assign-
Original School District fails to respond to the original
listing all the school districts to which the reports are
be assigned, the department will not remove the
ment of the taxpayers shown on the report should be
list provided by the department, the department will
sent.
taxpayers from the Original School District’s
correctly coded under the Third School District, the
assume the school district agrees with the information
final figures the department provides to the
provided to the district on the original list.
Third School District must verify it received and
Likewise, whenever the Second School District
Department of Education. Also, if the Original
reviewed the report, by acknowledgment to the
receives this report from the Original School District
Remove Individual(s) From List Of:
School District fails to present a reasonable
department. A copy of the report shall be submitted to
and a taxpayer on the report is disputed, the Second
effort to determine taxpayers’ correct school
Enter the District Name, District Code and County at
the department with no other markings or entries
School District is required to mail a copy of the report
districts based upon their names and addresses,
the top of the Corrected School District Code Report
other than the box at the top checked as "Response
to a Third School District (or back to the Original
the taxpayers will not be removed from the
for the Original School District receiving the original
from Third School District" to complete this acknowl-
School District) as well as to the department. In these
Original School District’s final figure the depart-
list from the department. If a taxpayer is being
edgment. If the Third School District disagrees with
ment provides to the Department of Education.
circumstances, the Second School District is also
assigned to a Third School District by a Second
the assignment of the taxpayers by the Second School
As taxpayers are instructed to report their school dis-
School District, this information should remain as the
required to have the copy of the report that is mailed
District, the Third School District should complete the
trict codes as of their places of residence on Dec. 31
Original School District that received the list from the
to the department notarized prior to that mailing to
reason or basis for denying the assignment code (see
of a given tax year, taxpayers may have moved sub-
department.
signify that a copy was indeed mailed to the Third (or
list of codes below), and submit a copy of the report
sequent to that date and have an address listed in a
Original) School District. The Second School District
Check Boxes
new school district while still being required to report
to the department within 10 days of receipt of the
may (in lieu of notarizing each page of the report list-
Check the appropriate box as follows:
the old district as the proper code on their
report from the Second School District. The Third
ing a different school district) notarize and submit a
Pennsylvania personal income tax return. Therefore,
School District is not required to try to further assign
The Original Response box should be checked by
Original School Districts should not assign tax-
letter to the department listing all the school districts
the taxpayer to a fourth school district. The depart-
the School District that received the original listing
payers based solely upon the addresses listed
to which the reports are sent.
from the department.
ment will intervene only in circumstances where the
for those taxpayers.
Original and Second School District cannot agree to
The Response from Second School District box
NOTE: Copies of this report indicating a Second or
the assignment of a taxpayer between them.
should be checked by the school district reviewing
Receipt of the Report by Second School District
Third School District’s concurrence with the assign-
the report from the Original School District after it
Upon receipt of this report, the Second School District
#
ment of taxpayers’ names and addresses to their
List of Codes for Reason or Basis for Making
has been reviewed for accuracy and before it is
should review the names and addresses to determine
school district need not be notarized prior to mailing
or Denying Assignment of a Taxpayer
sent to the department or a Third School District
if the taxpayers should be correctly listed under their
them to the department.
If a taxpayer is not to be included in the school dis-
(if applicable). Enter the name and telephone
school district code. If the Second School District
trict’s list of taxpayers, provide a reason for assign-
number of the individual the department should
determines that the assignment of the taxpayers
Individual Who Compiles This Original List
ment to another school district. The following are
contact if there are any questions concerning the
shown on the report should be correctly coded under
The individual who compiles the list of taxpayers’
acceptable codes:
information on the report.
the Second School District, the Second School District
names and addresses shown on the Corrected School
still must verify they received and reviewed the report
(1) The address is unknown.
The Response from Third School District box
District Code Report by the Original School District
by providing an acknowledgment to the department.
should be checked by the school district reviewing
(2) The address is not in the school district.
should fill in his/her name, title, telephone number
A copy of this report should be submitted to the
a report received from a Second School District
(3) The address cannot be verified.
department with no other markings or entries other
and the date the report was completed prior to mail-
after it has been reviewed for accuracy and before
than the box at the top checked as “Response from
ing it to the department and Second School District.
(4) The school district is unable to verify the tax-
it is sent to the department. Enter the name and
Second School District” to complete this acknowledg-
payer resided in the school district as of Dec. 31
telephone number of the individual the depart-
Mailing Instructions
ment. If the Second School District disagrees with
ment should contact in the event there is a ques-
of the report tax year.
the assignment of the taxpayers by the Original
Mail copies of the report to: PA Department of
tion concerning the information on the report.
(5) Other – Please provide an explanation of the rea-
School District, the Second School District must
Revenue, PO Box 280605, Harrisburg, PA 17128-0605.
Index Number, Name & Address
son for making or denying the assignment on a
enter the name of the school district and school dis-
Addresses for school districts may be found at
Enter in the appropriate column the 11-digit index
trict code (from the school code list provided with
separate sheet of paper or on the back of the
number, name and address for each taxpayer shown
the cover letter), to which the taxpayers listed for
form.
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