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: Notices requesting copies of other state returns to support out of state credit when the out of state return was already included with the original e-filed return.

Nov 15, 2019
Q:

We get a number of notices requesting copies of other state returns to support out of state credit when the out of state return was already included with the original e-filed return – especially when it was auto generated (for example, a PA resident takes credit for NJ tax and software prepares both PA and NJ returns and automatically includes copy of NJ return with the PA). Is there a way to eliminate these types of notices?

A:

PTBO Comment: The Department of Revenue is currently working with practitioners in finding an acceptable method of transmitting the composite returns filed by those entities who may encounter software limitations. In general, the composite returns should be attached as a pdf with the electronic submission or with paper return filed. However, the department is working with software vendors and preparers on the programming logistics for e-filing.

BIT Comment: We do extensive training on tax return processing for all new hires and transfers into the bureau. However, in some cases it takes additional training and reviews of certain issues in order for the correct processing of a return to become clear. In that regard, please provide the DLNS for the returns where this information is being requested. Without this information we cannot identity the tax examiner(s) who need additional training so that we can stop making these requests. In the future, it would be helpful to have this information as soon as it is known so that we can stop these types of requests as quickly as possible.
 

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Disclaimer

These documents provide a summary of the answers provided by the Department of Revenue to the PICPA Committee on State Taxation at its annual question and answer session. 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 their specific fact situation may request a written letter ruling under 61 Pa. Code Section 3.3.