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PA SCHEDULE A & B
Interest and Dividend Income
2001
PA-40 A/B/UE-1 (09-01)
OFFICIAL USE ONLY
If you need more space, you may photocopy these schedules or prepare your own schedules in these formats.
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Name as shown first on the PA tax return:
Social Security Number:
Caution. Federal and PA rules for taxable interest and dividend income are different. Read the instructions. If either your taxable interest or dividend income is $2,500 or
less, you must report the income, but you do not need to submit any schedule. If either your interest income or dividend income is more than $2,500, you must submit a schedule.
If you must adjust your federal income, enter your federal amount on Line 1, and make your corrections and explain them in the space under Filing Option 3.
Filing options:
1.
Submit a copy of your federal schedule — you do not need this PA schedule.
2.
Enter your federal taxable interest and/or dividend income — do not submit your Federal Schedule B.
3.
Otherwise, list the name of each payer and the amount of PA taxable interest and dividend income you received in 2001.
PA Schedule A - PA Taxable Interest Income
Filing option 2.
Enter the amount from your Federal Schedule B (Form 1040) or Schedule I (Form 1040A).
1. $
Filing option 3.
PA Taxable Interest Income. Read the instructions.
$
$
$
$
$
$
$
2. Total PA Taxable Interest Income. Add the amounts, and include the total on Line 2 of your PA tax return.
2. $
IMPORTANT. Capital gain distributions are dividend income for PA purposes.
PA Schedule B - PA Taxable Dividend Income
Filing option 2.
Enter the amount from your Federal Schedule B (Form 1040) or Schedule I (Form 1040A).
1. $
Filing option 3.
PA Taxable Dividend Income. Read the instructions.
$
$
$
$
$
$
$
2. Total PA Taxable Dividend Income. Add the amounts, and include the total on Line 3 of your PA tax return.
2. $
PA-40 A/B/UE-1 (09/01)
PA SCHEDULE UE-1
2001
Allowable Employee Business Expenses
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Name of taxpayer claiming expenses: IMPORTANT. You must submit a PA Schedule UE-1 or UE for each job – see the instructions
Social Security Number of taxpayer claiming expenses
Employer’s name and address:
Employer’s Federal EIN:
Describe the duties of the job in which you incurred these expenses:
Employer’s telephone number:
You may not combine expenses for more than one job or profession. Spouses may not file joint PA Schedule(s) UE-1.
Mileage. Use either Option (a) or Option (b) – not both.
1
a) Enter your total business miles
, and multiply by the federal standard mileage rate $0.
; OR
b) Enter your amount from your Form 2106 or Form 2106-EZ.
1
$
2
Parking fees, tolls and transportation. Enter the amount from your Form 2106 or Form 2106-EZ.
2
$
3
Away from home overnight. Enter the amount from your Form 2106 or Form 2106-EZ.
3
$
4
Meals and entertainment expenses. Enter the amount from your Form 2106 or Form 2106-EZ.
4
$
Union Dues. List union name(s) and amount(s) paid. Enter total. Attach additional sheets, if needed.
5
Name of union(s) and amount(s).
5
$
Work Clothes and Uniforms. Required as a condition of your employment and not suitable for everyday use.
6
Description:
6
$
Small Tools and Supplies. Required as a condition of your employment and not provided by your employer.
7
Description:
7
$
8
Total Allowable PA Employee Business Expenses. Add Lines 1 through 7.
8
$
9
Reimbursements. Enter amounts that your employer DID NOT report on your Form W-2.
9
$
10
Net Expense or Reimbursement. Subtract Line 9 from Line 8.
10
$
If Line 8 is MORE than Line 9, include your excess expenses on Line 1b, Unreimbursed Employee Business Expenses.
If Line 9 is MORE than Line 8, include your excess reimbursement on Line 1a, Gross PA Compensation.
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