PENNSYLVANIA requires
- Form 1099 (1099-MISC, 1099-NEC and 1099-R)
- Form W2 - Wage and Tax Statements
Deadline to File PENNSYLVANIA Filing Taxes:
- Deadline: January 31, 2023
| Scenario 1 | Scenario 2 | Scenario 3 | Scenario 4 | |
|---|---|---|---|---|
| Form Name | No Pennsylvania state taxes withheld, payments do not exceed federal threshold. | No Pennsylvania state taxes withheld, payments made exceed federal threshold. | There were Pennsylvania state taxes withheld or if the amount exceeds federal threshold. | Direct-to-state eFile. |
| 1099-MISC | No filing required | NA | NA | Filing Method : Electronic |
| NA | NA | Pricing : $0.50 per form | ||
| 1099-NEC | No filing required | NA | NA | Filing Method : Electronic |
| NA | NA | Pricing : $0.50 per form | ||
| 1099-K | No filing required | NA | NA | NA |
| NA | NA | NA | ||
| 1099-B | No filing required | NA | NA | NA |
| NA | NA | NA | ||
| 1099-R | No filing required | NA | NA | Filing Method : Electronic |
| NA | NA | Pricing : $0.50 per form | ||
| W-2 | NA | NA | NA | Filing Method : Electronic |
| NA | NA | Pricing : $0.50 per form |
Additional filing requirements : You may be required to submit Pennsylvania state reconciliation form REV-1667 R. Tax1099 offers this form for $4.99 through the platform.
NOTE :
1) We will no longer be filing via paper when using the 9 digit FEIN to the state of PA. You can still use the 9 digit FEIN and we will eFile to the state of PA. If you have an existing state issued 8 digit state ID for PA, however, you will need to use that. If you use the 9 digit FEIN, but have an existing 8 digit state ID, the state of PA will reject your filings.
2) If Reconciliation form is submitted with W-2's before the 1099's are submitted, then the 1099's will not be accepted by the PA State DOR.