Total PA-Taxable Dividend Income.

Capital Gains Distributions Income

Add all amounts listed (including amounts on additional schedules).

Name shown first on the PA-40 (if filing jointly)

IMPORTANT: Capital Gains Distributions are dividend income for PA purposes.

Dividend income from PA S corporation(s) andpartnerships, from your PA RK-1. Schedule(s)

If your total taxable interest and dividend income (taxpayer, spouse and/or joint) are both $2,500 or less, you must report the income but do not 

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Interest Income /Dividend Income

PA SCHEDULE A/B

PA SCHEDULE  B – PA-Taxable  Dividendand

(See the instructions.) 

2. Total Dividend Income.Add all amounts listed (including amounts on additional schedules). 

2013

PA SCHEDULE A -  PA-Taxable Interest Income(See the instructions.)

PA-40 Schedule A/B(06-13)

Social Security Number (shown first)

CAUTION:Federal and PA rules for taxable interest and dividend income are different.Read the instructions.

need to submit any schedule. If either your total interest or dividend income (taxpayer spouse and/or joint) is more than $2,500, you must submit a PA Schedule A and/or B. A taxpayer and spouse must complete separate schedules to report their income or if amounts are reported on Lines 3  

through 7 of Schedule A or Lines 3 and 4 of Schedule B. However, if all the income is earned on a joint basis, one schedule may be completed.  Complete the oval to indicate whether the income included on the schedule is from the taxpayer, spouse or joint. When reporting interest and/or 

dividend income from jointly owned accounts not reported on a joint Schedule A and/or B, the taxpayer and spouse must show their share of the interest 

TaxpayerSpouse

 Total Interest Income.

Distributions from Life Insurance, Annuity or Endowment Contracts included in federal taxable income.

Distributions from Charitable Gift Annuities included in federal taxable income.

Distributions from IRC Section 529 Qualified Tuition Programs for noneducational purposes.

Distributions from Health/Medical Savings Accounts included in federal taxable income.

Interest income from PA S corporations and partnership(s),from your PA Schedule(s) RK1.

Add Lines 2, 3, 4, 5, 6 and 7. Enter on Line 2 of your PA-40.  Total PA-Taxable Interest Income.

Add Lines 2, 3 and 4. Enter on Line 3 of your PA-40. 

3. Capital Gains Distributions

(06-13)PA-40 A 

(06-13)Taxpayer

JointTaxpayerSpouse

and/or dividend income on their separate Schedules A and/or B. 

Complete the oval to indicate whether the income included on the schedules are from the taxpayer, spouse or joint.

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