PA - Individual Return Requirements for Schedule A and B Have Changed



A Pennsylvania taxpayer has more than $2,500 interest and dividends. Why does the return not produce a PA Schedule A or B?


Beginning with tax year 2014, the taxpayer may not require PA Schedules A and B. Pennsylvania requirements for both schedules have changed. The instructions on PA Schedule A and PA Schedule B describe these requirements.

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