Pennsylvania 2025 State Instructions
When filing your Pennsylvania state income tax return for 2025, Online Taxes (OLT) provides guidance on how to properly complete and add various state-specific forms using our tax preparation software. Below are the key instructions for adding commonly used Pennsylvania state tax forms.
How to Add Form PA-40 (Pennsylvania Individual Income Tax Return)
- From within your tax return (online), click on State in the left menu (or tap the three dots in the top-right corner for mobile devices).
- Select Start or Revisit Pennsylvania State.
- Follow the on-screen prompts to enter personal, income, and deduction information.
- Review all entries in the Tax Summary section before submission.
How to Add Form PA-40 A (Additional Income)
- Navigate to the State section in your return.
- Select Start or Revisit Pennsylvania State.
- Under the Income section, locate and add Form PA-40 A.
- Follow on-screen instructions to enter additional income details.
How to Add Form PA-40 B (Business Income)
- Go to the State section in your return.
- Select Start or Revisit Pennsylvania State.
- Under the Income section, find and add Form PA-40 B.
- Enter business income details as prompted.
How to Add Form PA-40 C (Schedule C - Business Income/Loss)
- If you’ve already entered Schedule C on your federal return, Form PA-40 C will be generated automatically.
- Go to the State section and select Start or Revisit Pennsylvania State.
- Follow on-screen instructions to complete the form.
How to Add Form PA-40 D (Capital Gains/Losses)
- If you’ve entered Capital Gains or Losses on your federal Form 8949 or Schedule D, the state form will be enabled.
- Navigate to the State section and select Start or Revisit Pennsylvania State.
- Go to the Income section and follow prompts to add Form PA-40 D.
How to Add Form PA-40 F (Farm Income/Losses)
- If you’ve already entered Schedule F on your federal return, Form PA-40 F will be generated automatically.
- Select State, then Start or Revisit Pennsylvania State.
- Follow on-screen instructions to complete the form.
How to Add Form PA-40 SP (School Tax Credit)
- Navigate to the Credits section under the Pennsylvania state return.
- Select Start or Revisit Pennsylvania State.
- Locate Form PA-40 SP and follow on-screen instructions.
How to Add Form PA-40 T (Taxable Income from Trusts)
- In the State section, select Start or Revisit Pennsylvania State.
- Navigate to the Income section and find Form PA-40 T.
- Complete as directed by the software.
How to Add Form PA-41 OC (Other Credits)
- In the Credits section under Pennsylvania state return, select Start or Revisit Pennsylvania State.
- Locate Form PA-41 OC and follow on-screen instructions.
How to Add Form PA-V (Payment Voucher)
- If your return shows an amount due, Form PA-V will be generated automatically.
- Select State, then Start or Revisit Pennsylvania State.
- If you choose to mail your payment, the software will generate Form PA-V with your details and payment amount.
How to Add Form 1000 (S Corporation/Partnership Income)
- In the State section, select Start or Revisit Pennsylvania State.
- Navigate to the Primary Information section and locate Form 1000.
- Enter dividend and distribution information as prompted.
Schedules RK-1 and NRK-1 (Owner’s Share of Credits)
- These schedules are used for owners of S corporations or partnerships.
- Enter the owner’s pro rata share of separately stated credits from PA-20S/PA-65 Information Return.
- Total other credits are reported on Line 7 of Schedule NRK-1, based on Section V, Line 13a of the entity’s return.
Note: Always verify with official Federal or State Department of Revenue Forms and Instructions for the most accurate and up-to-date information.
Source:
Form PA-40 - Pennsylvania Personal Income Tax Return
Form PA-40 C - Business Income/Loss Schedule C
Form PA-40 SP - Special Tax Forgiveness
Form PA-40 T - Gambling and Lottery Winnings
Form 1000 - Property Tax or Rent Rebate Program