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Part I

For a Canadian address, enter the

Beneficiary’s Year-End

city and postal delivery zone number.

Distribution

General Information

See

Canada Address

Example.

Enter the beneficiary’s percentage of

year-end distributions from an estate

SSN

Important.

If the address

or trust.

Enter the Social Security number

has only a post office box,

(SSN) of the individual receiving the

enter on the first line of address.

Valid values are: “00000” to “10000”,

PA-20S/PA-65 Schedule RK-1.

where 10000 = 100%

City, State and ZIP Code

Decimal point is implied after 3

character from the left

Last Name, Suffix, First

Enter the appropriate information in

e.g. to indicate 33.33%, the value should

each box of the owner receiving the

Name, Middle Initial

be “03333”

PA-20S/PA-65 Schedule RK-1.

Enter the last name; suffix such as

e.g. to indicate 25%, the values should

Jr., Sr., etc; first name and middle

be “02500”

initial of the individual receiving the

Name of Entity Issuing RK-1

PA-20S/PA-65 Schedule RK-1.

Partnership Percentage

Enter the name of the entity issuing

Enter the partner’s percentage of

the PA-20S/PA-65 Schedule RK-1.

Spouse’s SSN

each of the following at the close of

Enter the spouse’s SSN (if jointly

the taxable year:

City, State and ZIP Code

held) receiving the PA-20S/PA-65

● Profit sharing

Enter the appropriate information in

Schedule RK-1.

● Loss sharing

each box of the entity issuing the PA-

● Ownership of capital

20S/PA-65 Schedule RK-1.

FEIN

Enter the federal employer

FEIN

Valid values are: “00000” to “10000”,

identification number (FEIN) of the

where 10000 = 100%

Enter the federal employer

owner (if other than an individual)

Decimal point is implied after 3

identification number (FEIN) of the

receiving the PA-20S/PA-65 Schedule

character from the left

entity issuing the PA-20S/PA-65

RK-1.

e.g. to indicate 33.33%, the value should

Schedule RK-1.

be “03333”

Name of Owner Receiving

e.g. to indicate 25%, the values should

PA Account Number

RK-1

be “02500”

Enter the PA Account Number of the

Enter the name of the owner (if

entity issuing the PA-20S/PA-65

Owner

other than an individual) receiving

Schedule RK-1.

Fill in the oval that designates what

the PA-20S/PA-65 Schedule RK-1.

type of owner received the PA-20S/

Note.

The PA Account #,

PA-65 Schedule RK-1. Fill in one oval

First Line of Address

formerly known as Box #, is

only.

Enter the street address of the owner

assigned by the Bureau of

receiving the PA-20S/PA-65 Schedule

Corporation Taxes to S corporations

Partner

RK-1. If the address has an

and limited liability companies that

Fill in the oval that designates what

apartment number, suite or RR

are subject to capital stock/foreign

type of partner received the PA-20S/

number, enter after the street

franchise tax.

PA-65 Schedule RK-1. Fill in one oval

address.

only.

The U.S. Postal Service

Amended Schedule

preference is to put the actual

Fill in the oval if the PA-20S/PA-65

Entity

delivery address on the line

Schedule RK-1 is an amended

Fill in the oval that designates what

immediately above the city, state

schedule.

type of entity issued the PA-20S/PA-

and ZIP Code.

65 Schedule RK-1. Fill in one oval

Final

only.

Note.

If the street address

Fill in the oval if the PA-20S/PA-65

along with the apartment

Fiscal Year

Schedule RK-1 is a final schedule.

number, suite or RR number does

If the PA S corporation, partnership

not fit on the first line of address,

Shareholder’s Stock

or limited liability company filing as a

then enter the street address on the

partnership or PA S corporation for

Ownership

second line of address and the

federal income tax purposes does not

apartment number, suite or RR

Enter the shareholder’s percentage of

file on a calendar-year basis, fill in

number on the first line of address.

stock ownership in the PA S

fiscal-year oval. Enter the month,

corporation.

day and year (MMDDYY) when the

Second Line of Address

fiscal year begins and ends.

Enter the post office box, if

Valid values are: “00000” to “10000”,

appropriate, of the owner receiving

where 10000 = 100%

Short Year

the PA-20S/PA-65 Schedule RK-1. If

Decimal point is implied after 3

A short year is an accounting period

there is no post office box, leave the

character from the left

shorter than one year and not a

second line of address blank.

e.g. to indicate 33.33%, the value should

52/53 week taxable year.

For a foreign address enter the

be “03333”

A short-year return is required for

city or municipal designation. See the

e.g. to indicate 25%, the values should

the following reasons:

example for

Foreign Address

be “02500”

Example.

Instructions for PA-20S/PA-65 Schedule RK-1

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Instructions For Pa-20s/pa-65 Schedule Rk-1 - Resident Schedule Of Shareholder/partner/beneficiary Pass Through Income, Loss And Credits - 2011 Page 3

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