Form Rev-414 - Individuals Worksheet - Pa Department Of Revenue

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REV-414(I) EX (08-16)
individuals worksheet
PA DEPARTMENT OF REVENUE
(keep for your records.)
PART A. 2017 PA ESTIMATED TAX WORKSHEET
1. Enter the amount of Pennsylvania taxable income you expect in 2017. Do not
include your compensation from which your employer will withhold PA income tax. . . . . . . . . . . . . . . 1.
2. Tax. Multiply the amount on Line 1 by 3.07% (0.0307). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.
3. Estimated 2017 credit for income tax to be paid to other states. . . . . . . . . . . . . . . . . . . . . . 3.
4. Estimated 2017 PA Employment Incentive Payment Tax Credit. . . . . . . . . . . . . . . . . . . . . . 4.
5. Estimated 2017 PA Job Creation Tax Credit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.
6. Estimated 2017 PA Research and Development Tax Credit. . . . . . . . . . . . . . . . . . . . . . . . . 6.
7. Estimated 2017 PA Film Production Tax Credit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7.
8. Estimated 2017 PA Keystone Innovation Zone Tax Credit. . . . . . . . . . . . . . . . . . . . . . . . . . 8.
9. Estimated 2017 PA Resource Enhancement and Protection Tax Credit. . . . . . . . . . . . . . . . 9.
10. Estimated 2017 PA Neighborhood Assistance Program Tax Credit. . . . . . . . . . . . . . . . . . . 10.
11. Estimated 2017 PA Educational Improvement Tax Credit. . . . . . . . . . . . . . . . . . . . . . . . . . . 11.
12. Estimated 2017 PA Opportunity Scholarship Tax Credit. . . . . . . . . . . . . . . . . . . . . . . . . . . . 12.
13. Estimated 2017 PA Keystone Special Development Zone Tax Credit. . . . . . . . . . . . . . . . . . 13.
14. Estimated 2017 PA Historic Preservation Incentive Tax Credit. . . . . . . . . . . . . . . . . . . . . . . 14.
15. Estimated 2017 Community-Based Services Tax Credit. . . . . . . . . . . . . . . . . . . . . . . . . . . . 15.
16. Estimated 2017 PA Organ and Bone Marrow Donor Tax Credit. . . . . . . . . . . . . . . . . . . . . . 16.
17. Estimated 2017 PA Coal Refuse Energy and Reclamation Tax Credit. . . . . . . . . . . . . . . . . 17.
18. Other 2017 PA Schedule OC Credits not listed above. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18.
19. Estimated 2017 Special Tax Forgiveness Credit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19.
20. Add Lines 3 through 19. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20.
21. TOTAL 2017 ESTIMATED TAX. Subtract Line 20 from Line 2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21.
22. Enter 90% of Line 21. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22.
23. Enter 100% of your PA taxable income for 2016. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23.
NOTE: If a part-year resident for 2016 or no return filed for 2016, skip Lines 23 through 27 and enter the amount from Line 22 on Line 28.
24. Figure your tax by multiplying Line 23 by 3.07% (0.0307). . . . . . . . . . . . . . . . . . . . . . . . . . 24.
25. Enter the amount of your expected 2017 withholdings including excess (over 3.07%)
PA income tax you asked your employer to withhold. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25.
26. Add Lines 20 and 25. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26.
27. If Line 26 is less than Line 24, subtract Line 26 from Line 24 and enter the amount here.
If Line 26 is more than Line 24, enter a 0 (zero). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27.
28. Enter the smaller of Line 22 or 27. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28.
29. If you are a non-PA resident, include income tax to be withheld
by your PA S corporation or partnership. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29.
30. Subtract Line 29 from Line 28. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30.
31. TOTAL REQUIRED ANNUAL ESTIMATED TAX. If Line 30 is $246 or more, enter it here.
This is the amount of total estimated tax payments you are required to make for 2017.
If Line 30 is less than $246, you are not required to make estimated payments. . . . . . . . . . . . . . . . . 31.
NOTE: The department will apply your credit from your 2016 PA PIT return on the due date of your 2016 PA return. If your 2016 credit
is greater than your first 2017 installment payment, it is not necessary that you file your first estimated form. The department does not
require a 2017 PA PIT estimated form until you must make a payment to your estimated account.
PART B. 2017 AMENDED PA ESTIMATED TAX SCHEDULE
1. Amended estimated tax. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1.
2. Amount of 2016 overpayment applied to 2017 estimated tax. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.
3. Estimated tax payments you made to date. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.
4. Total (add Lines 2 and 3). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.
5. Unpaid balance (subtract Line 4 from Line 1). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.
PART C. 2017 RECORD OF ESTIMATED TAX PAYMENTS
Payment
(c) 2016 overpayment
(d) Total amount paid and
(a) Date
(b) Amount
number
credit applied
credited [add (b) and (c)]
1
2
3
4
Total
07 PDR 105020

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