FORM 531 - FINAL EARNED INCOME TAX RETURN Attach all w-2's, 1099's and/or appropriate CUMBERLAND COUNTY TAX BUREAU copies of State Schedules PHONE: 717-590-7997 WEB SITE: www.cumberlandtax.org CLGS-32-1 (04-16) TAXPAYER ANNUAL LOCAL EARNED INCOME TAX RETURN You are entitled to receive a written explanation of your rights with regard to the audit, appeal, enforcement, refund and collection of local taxes. Contact your Tax Officer. *If you have relocated during the tax year, please supply additional information. Tax Year DATES LIVING AT EACH ADDRESS STREET ADDRESS (No PO Box, RD or RR) CITY OR POST OFFICE STATE ZIP / / TO / / / / TO / / **If you need additional space - please see back of form. TAXPAYER A: ONLINE PIN TAXPAYER B: ONLINE PIN DAYTIME PHONE NUMBER RESIDENT PSD CODE EXTENSION AMENDED RETURN NON-RESIDENT Taxpayer A Social Security # Taxpayer B (Spouse’s)Social Security # The calculations reported in the first column MUST pertain to the name printed above on the left and the calculations in the second column should be for the spouse name listed on the right. If you had NO EARNED INCOME, If you had NO EARNED INCOME, Combining income is NOT permitted. check the reason why: check the reason why: ONLY USE BLACK OR BLUE INK TO COMPLETE THIS FORM disabled student disabled student deceased military deceased military Single Married, Filing Jointly Married, Filing Separately Final Return* homemaker retired homemaker retired unemployed unemployed 1. Gross Compensation as Reported on W-2(s). (Enclose W-2s) . . . . . . . . . . . . . .00 .00 2. Unreimbursed Employee Business Expenses. (Enclose PA Schedule UE) . . . . .00 .00 3. Other Taxable Earned Income (Enclose 1099-MISC, 1099-NEC, 1099-C, and 1099-R . . . .00 .00 excluding codes 3-9 & G)* 4. Total Taxable Earned Income (Subtract Line 2 from Line 1 and add Line 3) . . . . .00 .00 5. Net Profit (Enclose PA Schedules*) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .00 .00 NON-TAXABLE S-Corp earnings check this box: 6. Net Loss (Enclose PA Schedules*) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .00 .00 7. Total Taxable Net Profit (Subtract Line 6 from Line 5. If less than zero, enter zero) . . .00 .00 8. Total Taxable Earned Income and Net Profit (Add Lines 4 and 7) . . . . . . . . . . . . .00 .00 9. Total Tax Liability (Line 8 multiplied by ) . . . . . . . . . . . . . . . . .00 .00 10. Total Local Earned Income Tax Withheld (May not equal W-2 - See Instructions) .00 .00 11.Quarterly Estimated Payments/Credit From Previous Tax Year . . . . . . . . . . . .00 .00 12. Out-of-State, Philadelphia, Act 172 Credits (include supporting documentation) .00 .00 13. TOTAL PAYMENTS and CREDITS (Add Lines 10 through 12) . . . . . . . . . . . . .00 .00 14. Refund IF MORE THAN $1.00, enter amount (or select option in 15) . . . . . . . . .00 .00 15. Credit Taxpayer/Spouse (Amount of Line 13 you want as a credit to your account) . . . .00 .00 Credit to next year Credit to spouse 16. EARNED INCOME TAX BALANCE DUE (Line 9 minus Line 13). . . . . . . . . . . .00 .00 17. Penalty after April 15* (multiply Line 16 x 0.01 x # months u paid)n . . . . . . . . . . . .00 .00 18. Interest after April 15* (multiply Line 16 x 0.000082 x # days n u paid) . . . . . . . .00 .00 19. TOTAL PAYMENT DUE (Add Lines 16, 17, and 18) . . . . . . . . . . . . . . . . . . . . . .00 .00 *See Instructions Under penalties of perjury, I (we) declare that I (we) have examined this information, including all accompanying schedules and statements and to the best of my (our) belief, they are true, correct and complete. YOUR SIGNATURE SPOUSE’S SIGNATURE (If Filing Jointly) DATE (MM/DD/YYYY) PREPARER’S PRINTED NAME & SIGNATURE PHONE NUMBER |
TAXPAYER A: S-CORPORATION PROFIT/LOSS REPORT To avoid future correspondence, please report any S Corporation , , . 0 0 Pass-Through profits (losses) that were reported on your PA 40 Return. TAXPAYER B: LOCAL WORKSHEET (Moved During the Year) , , . 0 0 PART YEAR RESIDENT Residence #1 ____________________ Dates ________ to ________ Length of Time______________ Residence #2 ____________________ Dates ________ to ________ Length of Time______________ INCOME PRORATION ( _____________________________________________________________________ ) Residence # 1 COMPLETE ADDRESS Employer # 1 ___________________ Local Income $ _______________ / ____________ 12 X _______________________# of months at this residence= ________________ Withholding $ _______________ / ____________ 12 X _______________________ = ________________ # of months at this residence Employer # 2 ___________________ Local Income $ _______________ / ____________ 12 X _______________________ = ________________ # of months at this residence Withholding $ _______________ / ____________ 12 X _______________________ = ________________ # of months at this residence Residence #1 Total Income ____________________ Total Withholding ____________________ INCOME PRORATION ( _____________________________________________________________________ ) Residence # 2 COMPLETE ADDRESS Employer # 1 ___________________ Local Income $ _______________ / ____________ 12 X _______________________ = ________________ # of months at this residence Withholding $ _______________ / ____________ 12 X _______________________ = ________________ # of months at this residence Employer # 2 ___________________ Local Income $ _______________ / ____________ 12 X _______________________ = ________________ # of months at this residence Withholding $ _______________ / ____________ 12 X _______________________ = ________________ # of months at this residence Residence #2 Total Income ____________________ Total Withholding ____________________ LINE 10: LOCAL EARNED INCOME TAX WITHHELD WORKSHEET (Complete worksheet if you work in an area where the non-resident tax rate exceeds your home resident rate) (1) (2) (3) Home Location (4) Work Location (5) (6) Disallowed (7) Credit Allowed Local Wages Tax Withheld Resident Rate Non-Resident Rate Col 4 minus Col 3 Withholding Credit For Tax Withheld (W2 box 16 or 18) (W2 box 19) (See page 1, line 9) (See Instructions) (if less than 0 enter 0) (Col 1 x Col 5) (Col 2 - Col 6) Example: 10,000 130 1.25% 1.30% 0.05% 5.00 125.00 1. 2. 3. TOTAL - Enter this amount on Line 10 NON-RECIPROCAL STATE WORKSHEET (See Instructions line 12) EARNED INCOME: Taxed in other state as shown on the state tax return. Enclose a copy of state return or credit will be disallowed .......................................................................................................... (1)______________________ Local tax 1% or as specified on the front of this form .................................................................................................................... X ______________________ (2)______________________ Tax Liability Paid to other state(s) .................................................................................................... (3) ____________________ PA Income Tax (line 1 x PA Income Tax rate for year being reported) ............................................ (4) ____________________ CREDIT to be used against Local Tax (Line 3 minus line 4) On line 12 enter this amount or the amount on line 2 of worksheet, whichever is less. (If less than zero, enter zero) ........................................ (5) ____________________ **Additional Addresses: DATES LIVING AT EACH ADDRESS ADDRESS TWP OR BORO COUNTY / / TO / / / / TO / / / / TO / / A NOTE FOR RETIRED AND/OR SENIOR CITIZENS IF YOU ARE RETIRED AND ARE NO LONGER RECEIVING A SALARY, WAGES OR INCOME FROM A BUSINESS, YOU MAY NOT OWE AN EARNED INCOME TAX. SOCIAL SECURITY PAYMENTS, PAYMENTS FROM A QUALIFIED PENSION PLAN AND INTEREST AND/OR DIVIDENDS ACCRUED FROM BANK ACCOUNTS AND/OR INVESTMENTS ARE NOT SUBJECT TO THE LOCAL EARNED INCOME TAX. IF YOU RECEIVED A LOCAL EARNED INCOME TAX FORM AND ARE RETIRED WITH NO EARNED INCOME, PLEASE CHECK THE APPROPRIATE BOX ON THE FORM AND RETURN. IF YOU STILL RECEIVE WAGES FROM A PART-TIME EMPLOYER OR BUSINESS, YOU WILL NEED TO FILE AND PAY THE EARNED INCOME TAX. |