Income tax

Pa. Tax refunds are available. Find out if you are eligible

Thousands of Pennsylvanians could have a nice surprise ahead of the holidays, as the state’s Revenue Department has begun advising residents that they may be eligible for income tax refunds or reductions.

On Monday, the ministry said letters were being sent to “tens of thousands” of low-income residents it considers eligible for refunds under the tax exemption program.

People who receive letters must complete a Pennsylvania Personal Income Tax Return (Form PA-40) to claim a refund.

Refunds can be as high as $ 1,000, but this depends on the filer’s income and the number of dependent children.

“We want to reach as many Pennsylvanians as possible who are eligible for this program to let them know their repayments are waiting for them,” Pennsylvania Revenue Secretary Dan Hassell said in a statement.

The department said the tax exemption program reimburses about $ 240 million a year to more than one million Pennsylvanians, but many more residents are eligible and are not filing returns.

The letters carry the “R” and the key department logo and provide a phone number to call for assistance. Forms 40 can be filed at

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Who is eligible?

Eligible filers who have paid state income tax may be refunded all or part of the amount paid through the tax exemption program.

Low-income workers and retirees who did not have state income tax withheld from their income may also qualify for a tax exemption.

The department said about one in five households, mostly low-income workers and retirees, could qualify for a tax exemption. A family of four (two adults and two children) can earn up to $ 34.50 while still being eligible for the pardon.

A single parent with two children with an income of up to $ 27,750 may also be eligible for pardon.

More information on eligibility is available on the tax exemption page at

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Make a refund request

In addition to filing a PA-40 form, an SP schedule is also required when requesting reimbursement.

Filers who go to should click on the “Individuals” link, then on the links to “File a PA Personal Income Tax Return for 2020” or “File a PA Personal Income Tax Return for 2019” .

Usernames and passwords are not required to complete the forms, but filers will need their salary and tax information.

Additional help is available through the Revenue Department’s online customer support at

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JD Prose is a reporter for the Pennsylvania State Capital Bureau of the USA TODAY Network. He can be contacted at [email protected]

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