Triva isn't available right now.
Check out the support page for our phone number and hours
Screen PA1000 - Pennsylvania Property Tax or Rent Rebate (1040)
Show all hidden content
Overview
Use this screen to complete Form PA-1000, Property Tax or Rent Rebate Program. It is important to report any state-related law differences and details in the PA1000 screen.
note
Form PA-1000, Property Tax or Rent Rebate Program can't be file electronically, it must be filed via paper.
When Form PA-1000 is being filed, the following forms should be completed under following circumstances:
- Form PA-1000, Schedule A: This schedule should be completed when the personal residence was either sold or purchased during the tax year.
- Form PA-1000, Schedule B/D/E: Schedule B should be completed if the taxpayer was a widow/widower, age 50 to 64 and remarried during the year. Schedule D should be completed for renters who received public assistance, and Schedule E should be completed if part of the residence is used for business or rental purposes.
- Form PA-1000, Schedule F/G: Schedule F should be completed if the deed or lease shows additional names other than your spouse or minor children, and Schedule G should be completed if the owner passed away.
- Form PA-1000, Schedule RC:This schedule should be completed by all renters.
Schedules A, B/D/E, and F/G
are available in the Non Calculating folder of UltraTax/1040-PA.General Information
Ownership status
Use the dropdown list to select an option for this field. Form PA-1000 prints regardless of a credit being calculated if the
Ownership status
field has data and the Always if
data feature (select Setup
, 1040 Individual
, the Pennsylvania
tab, then Tax Return
) is marked.Widow or widower, age 50 to 64 (Force)
UltraTax CS defaults to
Widower
status when the federal filing status is Qualifying widow(er) with dependent
and the surviving spouse's age is 50 to 64. Use this field to change the default when applicable.note
If the widow/widower's age is 50 to 64 and they remarried during the year, complete Schedule B, located in the Non Calculating folder.
County of residence
For part year returns, enter the county of residence you lived in as a resident of Pennsylvania.
School district name and code
The school districts are listed by county in the fieldview. The school district name and 5-digit code prints on the return.
Current year property taxes (Force)
UltraTax/1040-PA automatically calculates the property tax amount based on information entered in the real estate taxes field in the federal A screen, Form 8829, and Schedule E rental amounts transferring to Schedule A for resident and part-year resident returns. Enter an amount in this field to override the calculated amount.
Income
Social security (Force)
UltraTax/1040-PA automatically calculates the Social Security amount based on information entered in the federal SSA-1099 screen, net benefits field for resident and part-year resident returns. Enter an amount in this field to override the calculated amount.
Railroad retirement (Force)
UltraTax/1040-PA automatically calculates the railroad retirement (Tier I) amount based on information entered in the federal SSA-1099 screen, RRB-1099 Facsimile section for resident and part-year resident returns. Enter an amount in this field to override the calculated amount.
Pension, annuity and IRA distributions (Force)
UltraTax/1040-PA automatically calculates the pension, annuity, and IRA distribution amount based on information on the Pennsylvania PA1099 screen for resident and part-year resident returns. Enter an amount in this field to override the calculated amount.
Received federal Civil Service retirement benefits
If the taxpayer or spouse is collecting a federal Civil Service retirement benefit and it's included on Form PA-1000, mark the applicable fields. For each field marked, a deduction of 50% of the average retired worker social security payment for the prior year is taken on the return.
Interest and dividends (Force)
UltraTax/1040-PA automatically calculates the interest and dividends amount based on the Pennsylvania Schedule A/B. The tax exempt interest is calculated from the Pennsylvania PAAdj screen for resident and part-year resident returns. Enter an amount in this field to override the calculated amount.
Gain or loss on sale of property (Force)
UltraTax/1040-PA automatically calculates the gain or loss on sale of property amount based on the Pennsylvania Schedule D, the personal home sale gain exclusion amount and the personal home sale loss amount for resident and part-year resident returns. Enter an amount in this field to override the calculated amount.
Rental income or loss (Force)
UltraTax/1040-PA automatically calculates the rental income or loss amount based on the Pennsylvania Schedule E for resident and part-year resident returns. Enter an amount in this field to override the calculated amount.
Business income or loss (Force)
UltraTax/1040-PA automatically calculates the business income or loss amount based on the Pennsylvania Schedule C for resident and part-year resident returns. Enter an amount in this field to override the calculated amount.
Wages, commissions and estate income (Force)
UltraTax/1040-PA automatically calculates the wages, commissions and estate income amount based on information entered in the federal W2 screen and Pennsylvania Schedule J for resident and part-year resident returns. Enter an amount in this field to override the calculated amount.
Lottery winnings (Force)
UltraTax/1040-PA automatically calculates the lottery winnings amount based on Pennsylvania Schedule T. The nontaxable lottery winnings are based on information entered in the federal application for resident and part-year resident returns. Enter an amount in this field to override the calculated amount.
Inheritance, alimony and spousal support (Force)
UltraTax/1040-PA automatically calculates the alimony amount based on information entered in the federal Income screen for resident and part-year resident returns. Enter an amount in this field to override the calculated amount.
Cash public assistance and unemployment compensation (Force)
UltraTax/1040-PA automatically calculates the unemployment compensation amount after repayment based on information entered in the federal Income screen for resident and part-year resident returns. Enter an amount in this field to override the calculated amount.
Account Information
Account information doesn't transfer from the federal Bank screen for an IRA.
Suppress direct deposit of refund
Use this field to suppress the Pennsylvania direct deposit of a property tax or rent rebate claim. UltraTax CS uses the same account information entered in the federal Bank screen unless the RAL option is selected or bank information is entered in the PABank screen. If the RAL option is selected in the PABank screen, then UltraTax CS suppresses the direct deposit information on the Form PA 1000 return.
Routing transit number
Data entry in this field is required in order to consider the account information complete for UltraTax/1040 processing. If this field is left blank, the account won't be used. The routing transit number must be 9 digits with the first 2 digits within the range of 01-12 or 21-32.
Name of financial institution
This field is used in filing instructions and forms to help identify the account.
Depositor account number
Data entry in this field is required in order to consider the account information complete for UltraTax/1040 processing. If this field is left blank, the account won't be used. The account number may include digits and letters. Omit spaces, hyphens, and other special characters.
Type of account
Data entry in this field is required in order to consider the account information complete for UltraTax/1040 processing. If this field is left blank, the account won't be used. Select the type of account from the dropdown list.
Non-US financial institution
There are regulations affecting international electronic funds transfers processed though the automated clearing house (ACH) network. A domestic ACH transaction is a direct deposit to or withdrawal from an account in a U.S. financial institution. An international ACH transaction (IAT) is a direct deposit to an account in a U.S. bank that automatically forwards the refund to an account in a foreign financial institution, or a withdrawal from a U.S. bank account that receives the funds for that transaction from a foreign account. The account owner will know when an international transfer account has been established for them.
Enter
X
if the account identified is used for an IAT. Because state agencies can't process an IAT, UltraTax CS suppresses the direct deposit or electronic funds withdrawal when this field is marked. This suppression is noted in the diagnostic messages and the account information is omitted from forms, client documents, and electronic returns. State agencies are tallying how many international transactions they'll need to support in future years so the return will indicate that an IAT was requested.