CLGS-32-1 (10-21) TAXPAYER ANNUAL LOCAL EARNED INCOME TAX RETURN www.KeystoneCollects.com 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. e-file at www.KeystoneCollects.com 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 moved during the tax year, file one return for each municipality (enter PSD Code for each jurisdiction). Use Part-Year Resident Schedule on back to calculate income and taxes for each return. LAST NAME, FIRST NAME, MIDDLE INITIAL SPOUSE’S LAST NAME, FIRST NAME, MIDDLE INITIAL STREET ADDRESS (No PO box, RD or RR) COUNTY SECOND LINE OF ADDRESS SCHOOL DISTRICT CITY OR POST OFFICE STATE ZIP CODE MUNICIPALITY DAYTIME PHONE NUMBER RESIDENT PSD CODE EXTENSION REQUEST FORM see Instructions A5 AMENDED RETURN Download form at www.KeystoneCollects.com Spouse’s Social Security # The calculations reported in the first column MUST pertain to the name Social Security # printed in the column, regardless of which spouse appears first. Combining income is NOT permitted. If you had NO EARNED INCOME If you had NO EARNED INCOME USE ONLY BLACK OR BLUE INK TO COMPLETE THIS FORM check the reason why: check the reason why: Include supporting documentation to verify income and credits below. disabled student disabled student deceased military deceased military homemaker retired homemaker retired Single Married, Filing Jointly Married, Filing Separately 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 Income (see Instructions; enclose supporting documents) .................... , , , , .00 .00 4. Total Taxable Income (subtract Line 2 from Line 1 and add Line 3)................................ , , , , .00 .00 5. Net Profits (enclose PA Schedules) ............................................................................................ , , , , NON-TAXABLE S-CORP earnings check this box (enclose S-Corp Schedule) .00 .00 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 Income and Net Profit (add Line 4 and Line 7) ....................................... , , , , .00 .00 9. Tax Liability (Line 8 multiplied by ) .............................................. , , , , .00 .00 10. Income Tax Withheld (may not equal W-2; see Instructions) ............................................ , , , , .00 .00 11. Quarterly and Extension Payments/Credit From Previous Year ............................ , , , , .00 .00 , , , , 12. Credits: Out-of-State Philadelphia and Act 172 .00 .00 13. PAYMENTS and CREDITS (add Lines 10, 11, and 12) .................................................... , , , , .00 .00 14. Refund: enter if $2 or more; or select credit option in Line 15 .......................... , , , , .00 .00 , , , , 15. Credit to Taxpayer/Spouse if $2 or more, apply credit as follows .............................. Credit to next year Credit to spouse .00 .00 , , , , 16. TAX BALANCE DUE (Line 9 minus Line 13 ) ....................................................................... .00 .00 17. Penalty after April 15 (multiply Line 16 by ____ x number of months late) ................... , , , , .00 .00 18. Interest after April 15 (multiply Line 16 by 0.0025 x number of months late) ................ , , , , .00 .00 19. TOTAL PAYMENT DUE (add Lines 16, 17 and 18) ......................................................... , , , , .00 .00 Do not photocopy or print more than one W-2 or Form 1099 on the same page. , , , , 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 AND SIGNATURE PHONE NUMBER |
S-CORPORATION REPORT TAXPAYER TAXPAYER SPOUSE Report passive or unearned S-Corporation income (losses) that were reported on your PA-40 Return. $ .0 0 $ .0 0 PART-YEAR RESIDENT SCHEDULE If you moved to another municipality, use this schedule to calculate income and taxes owed to each taxing jurisdiction. File one local earned income tax return for each PA municipality. Report taxable income, tax paid and tax liability for each PA municipality separately on each return. Current Residence (street address) # months at this address (required) Use full # months; not fraction of month (municipality, State, ZIP) Employer (1) Income $ divided by 12 months X (months at this address) = $ Withholding $ divided by 12 months X (monthsUse full # months;at thisnotaddress)fraction of month= $ PSD Code - Current Residence Employer (2) Income $ divided by 12 months X (months at this address) = $ Withholding $ divided by 12 months X (months at this address) = $ Use full # months; not fraction of month Current Residence Total Income $ Total Local Tax Withheld $ Put the Total Income on Line 1 and the Tax Withheld on Line 10 of the Local Earned Income Tax Return for your current residence taxing jurisdiction. Previous Residence (street address) # months at this address (required) Use full # months; not fraction of month (municipality, State, ZIP) Employer (1) Income $ divided by 12 months X (months at this address) = $ PSD Code - Previous Residence Withholding $ divided by 12 months X (months at this address) = $ Use full # months; not fraction of month Employer (2) Income $ divided by 12 months X (months at this address) = $ FAQ Withholding $ divided by 12 months X (months at this address) = $ Use full # months; not fraction of month Visit www.KeystoneCollects.com Previous Residence Total Income $ Total Local Tax Withheld $ for answers to frequently asked questions Put the Total Income on Line 1 and the Tax Withheld on Line 10 of the Local Earned Income Tax Return for your previous residence taxing jurisdiction. 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) (4) (5) (6) (7) Workplace Location Column (4) minus Disallowed Credit Allowed for Local Wages Tax Withheld Resident EIT Rate “Non-Resident” Column (3) Withholding Credit Tax Withheld W-2 Box 16 W-2 Box 19 Tax Form Line 9 EIT Rate If less than 0 enter 0 Col (1) times Col (5) Col (2) minus Col (6) Example 1. $10,000.00 $130.00 1.25% 1.30% 0.05% $5.00 $125.00 2. 3. TOTAL Enter this amount on Line 10 LINE 12: OUT-OF-STATE TAX CREDIT WORKSHEET (see Instructions) (Credit for income tax paid to non-reciprocal states must first be applied to PA State tax. Credit for taxes paid may not exceed local resident EIT liability.) Out-of-state income ......................................................................$ (Use figure from PA Schedule G-L) Out-of-state tax paid .....................................................................$ (Use figure from PA Schedule G-L, Line 4.c) save time -file online PA state income tax liability ..........................................................$ (Out-of-state income x 3.07%) https://eFile.KeystoneCollects.com Credit available against PA state tax liability ................................$ (Choose the lesser of the out-of-state tax paid and the PA state income tax liability) Balance from PA state tax credit .............................................................. $ (subtract PA state tax liability from out-of-state tax paid) Out-of-state income ......................................................................$ (Use figure from PA Schedule G-L) Local Rate Multiplier (see Line 9 for local tax rate) ................................................. $ (Out-of-state income times local resident tax rate) LOCAL EARNED INCOME TAX CREDIT FOR LINE 12 ........................................................................................ $ (Enter the lesser of the Balance from PA state tax credit and the Local Rate Multiplier on Line 12 of tax return) 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 qualified pension plans, interest and/or dividends accrued from bank accounts and/or investments are not subject to local earned income tax. If you received an Annual Local Earned Income Tax Return, please check the “retired” box on the front of the form and return it to your tax collector. If you still receive wages from a part-time employer or income from a business, you will need to file a return and pay the local earned income tax. |