All Things Tax

All Things Tax

Like the title says, from the filing process and tax questions to tax policy and reform, you can search and share All Things Tax here. This is the place to find answers to all your general questions that don't fall under the other categories. And just a reminder: questions about software or online filing should be posted in DIY Products.

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Pioneer
Posts: 1
Registered: ‎04-17-2017

Pennsylvania State Return

In Pennsylvania do you have to file a state return if you only have a small pension and social security?  There is no state tax withholding.

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Valued Neighbor
Posts: 76
Registered: ‎02-28-2016

Re: Pennsylvania State Return

Who Must File a PA Tax Return?

 

If you are a PA resident, nonresident or a part-year PA resident, you must file a 2016 PA tax return if:

• You received total PA gross taxable income in excess of $33 during 2016, even if no tax is due with your PA return; and/or

• You incurred a loss from any transaction as an individual, sole proprietor, partner in a partnership or PA S corporation shareholder.

 

Social Security and qualified pension are NOT taxable income in Pennsylvania.

If you have other taxable income, such as dividends or interest, exceeding $33, you must file.

 

http://www.revenue.pa.gov/FormsandPublications/FormsforIndividuals/Documents/Personal%20Income%20Tax...