Form preview

Get the free Pa Schedule B

Get Form
This form is used to report the amount of dividend income earned by Pennsylvania residents and part-year residents for tax purposes. It includes reporting from various sources like U.S. corporations, foreign corporations, and mutual funds, while adjusting federal income to determine PA-taxable dividend income.
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign pa schedule b

Edit
Edit your pa schedule b form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your pa schedule b form via URL. You can also download, print, or export forms to your preferred cloud storage service.

How to edit pa schedule b online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
To use our professional PDF editor, follow these steps:
1
Register the account. Begin by clicking Start Free Trial and create a profile if you are a new user.
2
Simply add a document. Select Add New from your Dashboard and import a file into the system by uploading it from your device or importing it via the cloud, online, or internal mail. Then click Begin editing.
3
Edit pa schedule b. Rearrange and rotate pages, insert new and alter existing texts, add new objects, and take advantage of other helpful tools. Click Done to apply changes and return to your Dashboard. Go to the Documents tab to access merging, splitting, locking, or unlocking functions.
4
Save your file. Choose it from the list of records. Then, shift the pointer to the right toolbar and select one of the several exporting methods: save it in multiple formats, download it as a PDF, email it, or save it to the cloud.
With pdfFiller, it's always easy to deal with documents. Try it right now

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

How to fill out pa schedule b

Illustration

How to fill out pa schedule b

01
Gather necessary documents such as your W-2s, 1099s, and any other income statements.
02
Locate PA Schedule B form on the Pennsylvania Department of Revenue website or through your tax software.
03
Start by entering your personal information at the top of the form, including your name and Social Security Number.
04
Fill in the total income from various sources such as interest, dividends, and capital gains in the respective sections.
05
Make sure to list each source of income separately, using additional sheets if necessary.
06
Add the totals for interest and dividends at the end of the schedule.
07
Review your entries for accuracy before submitting the completed form along with your PA-40 income tax return.

Who needs pa schedule b?

01
Residents of Pennsylvania who have unearned income, such as interest and dividends.
02
Individuals who earn income from partnerships, S corporations, or other entities requiring reporting on Schedule B.
03
Taxpayers looking to report additional income that is not included on their PA-40 form.
Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.7
Satisfied
25 Votes

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

In your inbox, you may use pdfFiller's add-on for Gmail to generate, modify, fill out, and eSign your pa schedule b and any other papers you receive, all without leaving the program. Install pdfFiller for Gmail from the Google Workspace Marketplace by visiting this link. Take away the need for time-consuming procedures and handle your papers and eSignatures with ease.
Upload, type, or draw a signature in Gmail with the help of pdfFiller’s add-on. pdfFiller enables you to eSign your pa schedule b and other documents right in your inbox. Register your account in order to save signed documents and your personal signatures.
On Android, use the pdfFiller mobile app to finish your pa schedule b. Adding, editing, deleting text, signing, annotating, and more are all available with the app. All you need is a smartphone and internet.
PA Schedule B is a form used by taxpayers in Pennsylvania to report their income from interest and dividends.
Taxpayers who receive interest or dividend income that exceeds the filing thresholds set by the Pennsylvania Department of Revenue are required to file PA Schedule B.
To fill out PA Schedule B, taxpayers need to provide information about their interest and dividend income, including sources, amounts, and any related expenses. Instructions provided with the form should be followed carefully.
The purpose of PA Schedule B is to ensure accurate reporting of interest and dividend income for state tax purposes and to calculate the taxpayer's total taxable income.
On PA Schedule B, taxpayers must report the name of the payer, type of income (interest or dividends), amounts received, and any applicable exclusions or deductions.
Fill out your pa schedule b online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.