2019 ProSeries/Pennsylvania Readme
Release 2019.400
Contents
Items addressed in this release
Items addressed in previous releases
What's new for ProSeries/Pennsylvania
Forms
Additional Information
Electronic filing
Items addressed in this release
Error checking. Various improvements to data validations, error checks.
Items addressed in previous releases
COVID-19 Filing and Payment Due Dates: The program has been updated to reflect new filing and payment deadlines in response to COVID-19.
- Pennsylvania: Taxpayers will have until July 15, 2020 to file Pennsylvania income tax returns and pay income taxes due. This also includes quarterly estimated payments due on April 15, 2020 and June 15, 2020. Interest or penalties related to this tax relief will be waived.
- Philadelphia BIRT: Taxpayers will have until July 15, 2020 to file Philadelphia Business Income & Receipts Tax returns and pay taxes due. This also includes quarterly estimated payments due on April 15, 2020. Interest or penalties related to this tax relief will be waived.
- Form PA-1000: The deadline for filing the PA-1000 Property Tax or Rent Rebate Claim has been extended from June 30, 2020 to December 31, 2020.
Schedule D-1. Section I of Schedule D-1 computes for all years.
Schedule UE. Educator expenses now pull to Schedule UE in their entirety, not disallowed amount.
Form NPT and vouchers. Philadelphia Form NPT and BIRT and NPT payment vouchers are available for print filing.
The following forms and worksheets have been updated and finalized in the previous release:
- Form PA BIRT/BIRT-EZ, Business Income & Receipts Tax
- Form PA BIRT Schedule A, Computation of Tax on Net Income Method I
- Form PA BIRT Schedule B, Computation of Tax on Net Income Method II
- Form PA BIRT Schedule C-1, Computation of Apportionment Factor to be Applied to Apportionable Net Income
- Form PA BIRT Schedule D, Computation of Tax on Gross Receipts
- Form PA BIRT Schedule E, Computation of Tax on Gross Receipts
- Philadelphia Form NPT, Net Profits Tax Return
- Philadelphia Form NPT Worksheets A, B, C, Net Profits Tax Return Worksheets
- Philadelphia Form NPT Worksheets D, E, K, Net Profits Tax Return Worksheets
- Philadelphia Form NPT NR-3City of Philadelphia Computation of Apportionment Factors
- Philadelphia School Income Tax
- REV-1630/REV-1630A, Underpayment of Estimated Tax
- PA-40 W-2 RW, W-2 Reconciliation Worksheet
What's new for ProSeries/Pennsylvania
The following items are new for tax year 2019:
- General: Pennsylvania will no longer mail estimated coupon packets to taxpayers. Pennsylvania will notify taxpayers of this change via a mailing in early 2020.
- Schedules OC, Other Credits: Taxpayers may now claim a Resource Enhancement and Protection (REAP) Tax Credit on a Married, Filing Jointly status filed tax return. The REAP tax credit claimed may also offset the taxpayer or spouse's tax liability.
- Schedule W-2S: If your client has a distribution from an ESOP within a 401(k) (also known
as a KSOP) other than a rollover distribution, you must contact the department and provide a copy of the plan document in order to determine if the amount of the distribution is taxable.
- Schedule 19, Taxable Sale of a Principal Residence: This form has been redesigned to capture more information when calculating the taxable sale of a principal residence
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.
Electronic filing
General information for electronic filing:
ProSeries does not currently support "state-only" filing for Pennsylvania.
This means that if you want to file the Pennsylvania return electronically with
ProSeries, you must electronically file the federal return at the same time.
For a list of forms that can be e-filed, go to the What's New for Pennsylvania in Help Center.
You can file returns electronically with this version of ProSeries/Pennsylvania.
End of ReadMe file for ProSeries/Pennsylvania