We provide here a written summary of answers provided by the Department of Revenue to the committee at periodic question and answer sessions. These documents are classified as Revenue information issued for informational purposes only for the convenience of PICPA members. Pursuant to 61 Pa. Code Section 3.4, these documents should not be relied upon for any purpose or used in tax appeals. Taxpayers requiring a binding opinion on a specific fact situation may request a written letter ruling under 61 Pa. Code Section 3.3.
Q&A with the Pennsylvania Department of Revenue
Why can’t Pa. 41 returns be e-filed?
The Department does accept the electronic filing of PA-41 forms. In tax year 2009, two software developers (Thomson Reuters Fast Tax Trust Services and CCH Small Firm Services) were approved for electronic filing of fiduciary returns. The Department has
received over 26,000 tax year 2009 PA-41 returns electronically which is 65% of the total fiduciary returns filed at the time of this inquiry.