Form Rev-631 - Tax Forgiveness For Pa Personal Income Tax printable pdf download

FOR GENERAL TAX QUESTIONS:

TAX FORGIVENESS FOR

•

Military pay not reported as income on your

Nearly one-in-five Pennsylvania households

PA PERSONAL INCOME TAX

Online Customer Service Center

qualifies for Tax Forgiveness.

PA tax return. This does not include combat

pay or hazardous duty pay.

Through Tax Forgiveness, eligible working fami-

•

The value of a scholarship, stipend or fel-

lies who paid income tax throughout the year

Taxpayer Service & Information Center

lowship you received that is not taxable.

may be refunded some or all of that tax paid.

•

Other cash payments received from people

Personal Taxes: 717-787-8201

Retired persons and low-income individuals who

living outside your household. For example,

did not have PA income tax withheld from earn-

Business Taxes: 717-787-1064

personal support from a former spouse, foster

ings may have PA income tax liabilities forgiven.

e-Business Center: 717-783-6377

care payments or gifts from grown children.

For example, a family of four (couple with two

Certain income does not have to be included in

dependent children) can earn up to $34,250 a

1-888-PATAXES (728-2937)

eligibility income, such as: Social Security,

year and qualify for some Tax Forgiveness. A sin-

Touch-tone service is required for this

unemployment and pension payments.

gle-parent, two-child family with annual income

automated 24-hour toll-free line. Call to order

up to $27,750 can also qualify for some Tax

Once you have calculated your eligibility income,

forms or check the status of a personal income

look at the tables in this brochure. If you are

Forgiveness.

tax account or property tax/rent rebate.

unmarried, use Table 1. If you are married, use

To receive Tax Forgiveness, a taxpayer must file

Table 2.

a PA personal income tax return (PA-40) and

Automated Forms Ordering Message Service

Move down the left side of the table until you

complete Schedule SP.

1-800-362-2050

come to the number of children you claim as

How do I know if I qualify for

dependents for federal income tax purposes.

Tax Forgiveness?

Then, move across the line to find your eligibility

Service for Taxpayers with Special Hearing and/or

income. At the bottom of each column is an

Speaking Needs

First, calculate eligibility income, which differs

amount, expressed as a decimal, which repre-

from taxable income.

1-800-447-3020

sents the percentage of Tax Forgiveness you are

Not only do you include the income you report

allowed. For example, 1.0 means you are entitled

Call or visit your local

on your PA tax return, but you also include other

to 100 percent Tax Forgiveness, and .20 means

Department of Revenue district office, listed in the

non-taxable income, such as:

you are entitled to 20 percent Tax Forgiveness.

government pages of local telephone directories.

•

Interest, dividends and gains exempt from

My spouse and I are separated.

PA tax. For example, interest received from

Which table do I use?

cashing U.S. savings bonds.

Taxpayers who are separated pursuant to a writ-

•

Alimony and spousal support.

ten agreement or consistently lived apart for

•

Child support (included in child’s eligibility

more than six months should use Table 1 and fill

income, not the parent’s eligibility income).

in the unmarried oval on Schedule SP. Taxpayers

Depending on your income and family size,

who are legally married but separated for less

you may qualify for a refund or reduction of

•

Income received while a non-resident of

than the last six months of the tax year should

your PA personal income tax liability

Pennsylvania.

use Table 2 and include the spouse's income to

through the Tax Forgiveness program.

•

Insurance payments or the value of an

determine eligibility.

inheritance including distribution code 4

payments reported on federal form 1099-R.

According to the table, I am eligible for

Tax Forgiveness. What do I do next?

•

Gifts, awards and prizes received in recogni-

tion of civic and social achievements, or win-

To apply for Tax Forgiveness, submit a complet-

nings from the PA Lottery.

ed PA Schedule SP when you file your PA-40

REV-631 (11-12)

Form Rev-631 - Tax Forgiveness For Pa Personal Income Tax

Related Articles

Related forms

Related Categories