2013 ProSeries/Pennsylvania Readme
Release 2013.06A / March 31, 2014
Contents
Items addressed in this release
Items addressed in previous releases
What's new for ProSeries/Pennsylvania
Forms
Electronic filing
Additional Information
Items addressed in this release
- Philadelphia School Tax, Updated the tax rate on line 2 and 4 to use correct rate for 2013.
Items addressed in previous releases
- PA Schedule D, Section 1035 exchange information reported on 1099-R no longer flows to Schedule D.
- Error checking, Various improvements to data validations, error checks.
- PA-1000, Added guidance on entering county and school code information for claimants that qualify for the credit but moved out of the state of Pennsylvania during the tax year and are not residents of the state of Pennsylvania on December 31st of the tax year.
- PA-1000, Addressed issue where the text area of line 14 was printing a truncated amount for the property tax credit.
- PA Schedule E, Preparers should now be able to e-file Pennsylvania tax returns that contain up to ten PA Schedule E's
- PA Local Earned Income Tax Return, The mailing addresses for the tax return and payment are now printed directly on the form.
- PA Local Earned Income Tax Return, Address issue where explanation statement was not printing with the tax return in certain circumstances.
- PA Schedule C, Pennsylvania local sales tax license field will now only allow numeric digits to help prevent e-file rejects.
- PA NPT Worksheet K, Line 3, quickzoom adjusted to go to line 4 of page 1.
What's new for ProSeries/Pennsylvania
The following items are new for tax year 2013:
- Filing Status, A joint return now can be filed by the surviving spouse and decedent when a spouse or taxpayer dies during the year.
- Schedule SP, A joint return now can be filed by the surviving spouse and decedent when a spouse or taxpayer dies during the year.
- Schedule OC, Credits added for 2013 include the Historic Preservation Incentive Tax Credit and the Community-Based Services Tax Credit
- Schedule OC, Credits removed for 2013 include the Organ and Bone Marrow Donation and PA Alternative Energy Production Tax
Forms
The Pennsylvania Department of Revenue has approved for filing all forms and
schedules included in ProSeries/Pennsylvania.
Additional information
Check all returns after printing
The Pennsylvania Department of Revenue scans computer-generated forms to
quickly process the income tax returns it receives. To meet the requirements for
producing computer-generated forms, ProSeries is required to limit the width of
the tax information printed on forms that are scanned. In certain cases, data
you entered may be truncated. After completing a tax return, review the
information that prints (for example, mailing address information), make any
necessary changes, and reprint the return before mailing it.
Use a recommended printer
We recommend you use a Hewlett-Packard LaserJet Series 4 or later (or 100%
compatible printer). The minimum requirement is a Hewlett-Packard LaserJet or
PCL compatible printer with 2MB of printer memory.
If you do not use a recommended printer, sometimes the two-dimensional bar
codes on some state returns do not print properly. The states still accept the
returns, but they might take longer to process.
You can file returns electronically with this version of ProSeries/Pennsylvania.
End of ReadMe file for ProSeries/Pennsylvania