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
Scenario: Receiving notices from the DOR requesting copies of K-1s
We are concerned by the notices we have received from the DOR regarding PA-41s. The notices are requesting copies of K-1s, which we always attach to the returns. It is our understanding that when the returns are received, the K-1s are separated from the returns, resulting in these unnecessary notices.
Is this a separate issue from the system update at the DOR? What is being done to address this issue?
We appreciate the PICPA bringing this matter to our attention. This matter is not related to the systems modernization initiatives ongoing within the Department. We are currently in the process of developing a solution.