|
Personal Income
Tax TeleFile
1-888-472-3453
|
YOU CAN TELEFILE IF: |
|
YOU CANNOT TELEFILE IF: |
| |
|
|
-
You have a touch-tone
telephone.
-
You were a PA resident
for ALL of 2012.
-
The name and address information on the Payment Voucher (Form PA-V) is correct.
-
You are using the same filing status that you used on your 2011 PA tax return..
-
All of your 2012 PA compensation from your employer(s) is on a Form W-2.
-
You have no more than seven W-2 forms.
-
All of your
interest/dividend income is on Form(s) 1099 or similar substitute Form 1099.
-
Your total PA-taxable
interest income is $2,500 or less.
-
Your total PA-taxable
dividend income, including capital gains distributions from mutual funds is $2,500 or less.
-
You are claiming employee business
expenses for union dues, small tools and/or supplies, and/or work
clothes and uniforms only.
-
Your W-2(s) shows the PA income tax that your employer withheld and it does not exceed the tax rate (3.07 percent).
-
If filing jointly, you and your spouse will be present to file and sign your return by telephone.
-
If you qualified for Tax Forgiveness for 2011 with a dependent child but you do not need to claim a dependent child for 2012 to qualify.
-
You are not amending your
return.
-
You are only filing for the
current tax year.
Remember: You can TeleFile if you are in the military
but you must fax your W-2(s) and military orders to 717-772-4193. If you are
on federal active duty outside of PA, do not report your military income.
|
|
-
You are filing for a tax
year other than the current year.
-
The address on your
booklet was correct but you moved after you received your Fast File
booklet.
-
Your filing, marital
status, or spouse changed since filing your 2011 PA tax return.
-
You are adjusting the PA
taxable compensation in box 16 of a Form W-2.
-
Your employer withheld more
than 3.07% in PA tax.
-
You have unreimbursed
employee business expenses that are more than your PA taxable compensation
either in total or for one W-2.
-
You are claiming
unreimbursed expenses other than union dues, small tools and/or supplies,
and/or work clothes and uniforms.
-
You have PA taxable
compensation on a Form 1099 R or other statement.
-
You made 2012 estimated
payments or have a credit from the 2011 PA tax return.
-
You qualify for tax
forgiveness this year but are a dependent on your parent’s 2012 Federal
Tax Return.
-
You are eligible for tax
forgiveness but you have to claim a dependent child to qualify.
-
You did not file a 2011 PA
tax return.
-
You are filing for a
deceased person.
-
You are filing a final PA
tax return.
-
You sold your principal
residence but did not qualify for the exclusion.
|
Remember: When you use one of the electronic filing options, do not
send a paper copy of your tax return.
Keep a hard copy of your return or worksheet for your records.
Important: Once you receive your confirmation number, you have filed your PA Telefile Tax Return. Do not send your Telefile Worksheet, schedules, or Form(s) W-2 to the department. Keep them for your records.
|