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Do I need to mail PA-40 Line 1a Gross Compensation Worksheet with my return?

Forum|Forum|3 years ago
March 27, 2023
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Do I need to mail PA-40 Line 1a Gross Compensation Worksheet with my return? Seems to indicate is for my records. Not sure if it is considered a required attachment. Return contains a K1 and a Schedule C, therefore it cannot be e-filed (hence I am not sure if this worksheet needs to get mailed with the return.

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Best answer by JulieS

No, you don't need to mail your PA-40 Line 1a Gross Compensation Worksheet with your tax return. In general you mail in the forms, but not the worksheets.

This is a complete list of what should be included in your PA tax return from the PA Department of Revenue:

Original PA-40
Federal Forms, W-2, 1099-R, 1099-MISC, 1099-NEC.
1099-R, 1099-MISC, 1099-NEC and other statements that show other compensation and any PA tax withheld. NOTE: Do not include copies of Form(s) 1099-DIV, and 1099-INT, unless the forms show PA income tax withheld.
PA Schedule OC, and the required supporting documents when claiming any of the restricted tax credits that PA law allows.
PA Schedule(s) RK-1, PA Schedule(s) NRK-1. If you did not receive PA schedules, then submit federal Schedule(s) K-1.
PA Schedule(s) G-L. If you are claiming a resident credit for taxes paid to other states, include each schedule followed by any required supporting documents for the schedule.
All other required PA schedules and forms.

J

JulieSAnswer

No, you don't need to mail your PA-40 Line 1a Gross Compensation Worksheet with your tax return. In general you mail in the forms, but not the worksheets.

This is a complete list of what should be included in your PA tax return from the PA Department of Revenue:

Original PA-40
Federal Forms, W-2, 1099-R, 1099-MISC, 1099-NEC.
1099-R, 1099-MISC, 1099-NEC and other statements that show other compensation and any PA tax withheld. NOTE: Do not include copies of Form(s) 1099-DIV, and 1099-INT, unless the forms show PA income tax withheld.
PA Schedule OC, and the required supporting documents when claiming any of the restricted tax credits that PA law allows.
PA Schedule(s) RK-1, PA Schedule(s) NRK-1. If you did not receive PA schedules, then submit federal Schedule(s) K-1.
PA Schedule(s) G-L. If you are claiming a resident credit for taxes paid to other states, include each schedule followed by any required supporting documents for the schedule.
All other required PA schedules and forms.

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D

davidwlangleyAuthor

Thank you Julie for your thorough answer. It was very helpful.