Pennsylvania Income Tax Return Instructions

A: Access PA Forms

Step 1: Sign in to eFile.com
Step 2: Click on State Taxes on the left menu.
On the right page, select I'd like to see the forms I've filled out or search for a form.
Step 3: Scroll to the PA State Forms drop-down and select the right down arrow.
Step 4: Select the form in question and review, edit the entries and save.
or Step 5: Use the PA search box to find other forms or select the links below the search box.
Step 6: Select Add Form next to the form name, complete, save and continue.

B: Pennsylvania Resident Status

Taxpayers are Pennsylvania residents if they reside or are domiciled in Pennsylvania or they are a statutory resident. Pennsylvania residents are subject to Pennsylvania personal income tax on all Pennsylvania taxable income classes, both Pennsylvania and non-Pennsylvania source income, though they may qualify for a resident credit for tax paid to other states on income earned outside of Pennsylvania. See details about your Pennsylvania resident status.
Non-resident: Taxpayers who don't have either their domicile or statutory residence in Pennsylvania should file as nonresident taxpayers. Nonresidents are taxed only on the income they receive from sources within Pennsylvania and cannot qualify for the credit for taxes paid to other states.
A statutory resident is an individual who is domiciled outside of Pennsylvania, has a permanent place of abode (or a place where you live) in Pennsylvania, and spends more than 183 days (midnight to midnight) of the taxable year in Pennsylvania.
A part-year resident of PA is an individual who is a resident for part of the tax year (less than 183 days) and a non-resident for another part of the year. This would occur if you move in or out of PA.

C: PA Tax Filing Instructions

Check your Pennsylvania state income tax return instructions for the 2023 tax year.

D: Tax Refund Status

Check your Pennsylvania state tax refund status.

E: Pennsylvania Reciprocal Agreement

The Pennsylvania reciprocal agreements with Indiana, Maryland, New Jersey, Ohio, Virginia, and West Virginia under which one state will not tax employee compensation subject to employer withholding of the other state. If you are a resident of any of these states and your employer withheld Pennsylvania income tax from wages, you must file a Pennsylvania return to get a refund.
To stop the withholding of Pennsylvania income tax, complete the employee’s Non-withholding application form this PA form Rev 419 and give it to your employer.