Pennsylvania Estates and Trusts Worksheet for PA Estimated Tax

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Estates and Trusts Worksheet for PA Estimated Tax
2023 Individuals Worksheet for Estimated Tax (REV-414 (I))(EX) 12-22

REV-414 (I)
PO BOX 281210
HARRISBURG PA 17128-1210

SECTION I

2023 INDIVIDUALS
WORKSHEET FOR
ESTIMATED TAX

OFFICIAL USE ONLY

Keep for Your Records

2023 PA ESTIMATED TAX PAYMENT WORKSHEET

1. 2023 Estimated Income. See the instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1.
2. 2023 Estimated Tax. Multiply the amount on Line 1 by 3.07% (0.0307). . . . . . . . . . . . . . . . . . . . . . . . . . . . .2.
3. Estimated 2023 resident credit for income tax to be paid to other states. . . . . . . . .3.
4. Estimated 2023 PA Schedule OC Credits. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4.
5. Estimated 2023 Special Tax Forgiveness Credit. . . . . . . . . . . . . . . . . . . . . . . . . . . .5.
6. Estimated 2023 PA Schedule DC Credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6.
7. Total Estimated Credits. Add Lines 3 through 6. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7.
8. 2023 Estimated Tax Net of Estimated Credits. Subtract Line 7 from Line 2. . . . . . . . . . . . . . . . . . . . . . .8.
9. Enter 90% of Line 8. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9.
10. Safe Harbor Method Income. See the instructions.
Enter 100% of your PA taxable income for 2022. . . . . . . . . . . . . . . . . . . . . . . . . . .10.
NOTE: If a part-year resident for 2022 or no return filed for 2022, skip Lines 10 through 14 and enter the amount from Line 9 on Line 15.
11. Safe Harbor Method Tax Liability. Multiply Line 10 by 3.07% (0.0307). . . . . . . . . . .11.
12. Expected 2023 Withholdings. See the instructions. . . . . . . . . . . . . . . . . . . . . . . . .12.
13. Total Withholdings and Credits. Add Lines 7 and 12. . . . . . . . . . . . . . . . . . . . . . . .13.
14. Safe Harbor Method Net Estimated Tax Liability. See the instructions. . . . . . . . . . .14.
15. Total 2023 Estimated Tax Liability. Enter the smaller of Line 9 or 14. . . . . . . . . . . .15.
16. Nonresident Withholding Adjustment. If you are a non-PA resident,
include income tax to be withheld by your PA S corporation or partnership,
by an estate or trust, or to be included on federal Form 1099-MISC, or 1099-NEC. . .16.
17. TOTAL 2023 REQUIRED ESTIMATED TAX. See the instructions. . . . . . . . . . . . .17.
NOTE. The department will apply your credit from your 2022 PA PIT return on the due date of your 2022 PA return. If your 2022 credit is
greater than your first 2023 installment payment, it is not necessary that you file your first estimated form. The department does not
require a 2023 PA PIT estimated form until you must make a payment to your estimated account.
SECTION II

2023 AMENDED PA ESTIMATED TAX SCHEDULE

1. Amended estimated tax. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1.
2. Amount of 2022 overpayment applied to 2023 estimated tax and payments to date. . . . . . . . . . . . . . . . . . .2.
3. Estimated tax payments to date. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3.
4. Total (add Lines 2 and 3). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4.
5. Unpaid balance (subtract Line 4 from Line 1). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5.

SECTION III
Payment number

2023 RECORD OF ESTIMATED TAX PAYMENTS
(B) Amount Paid

(A) Date

(C) 2022 overpayment
credit applied

(D) Total amount paid and
credited [add (B) and (C)]

1
2
3
4
Total

GET ASSISTANCE:
•

Refer to the REV-413 (I) instructions for completing this form;

•

Visit the department’s website at www.revenue.pa.gov;

•

Contact the Customer Experience Center at 717-787-8201 between 8 a.m. and 5 p.m.; or

•

Visit one of the department’s district offices as shown below between 8:30 a.m. and 5 p.m.
Please call ahead to verify a district office’s address and its services:

ALLENTOWN
STE 6
555 UNION BLVD
ALLENTOWN PA 18109-3389
610-861-2000

PHILADELPHIA – CENTER CITY
STE 204A
110 N 8TH ST
PHILADELPHIA PA 19107-2412
215-560-2056

READING
STE 239
625 CHERRY ST
READING PA 19602-1186
610-378-4401

ERIE
448 W 11TH ST
ERIE PA 16501-1501
814-871-4491

PHILADELPHIA – NORTHEAST
ACDMY PLZ SHPG CTR
3240 RED LION RD
PHILADELPHIA PA 19114-1109
215-821-1860

SCRANTON
ROOM 207 BANK TOWERS
207 WYOMING AVE
SCRANTON PA 18503-1427
570-963-4585

HARRISBURG
LOBBY
STRAWBERRY SQ
HARRISBURG PA 17128-0101
717-783-1405
NORRISTOWN
SECOND FL
STONY CREEK OFFICE CENTER
151 W MARSHALL ST
NORRISTOWN PA 19401-4739
610-270-1780

PITTSBURGH – DOWNTOWN
411 7TH AVE - ROOM 420
PITTSBURGH PA 15219-1905
412-565-7540
PITTSBURGH – GREENTREE
11 PARKWAY CTR STE 175
875 GREENTREE RD
PITTSBURGH PA 15220-3623
412-929-0614

Extracted from PDF file 2023-pennsylvania-form-rev-414-f.pdf, last modified January 2023

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More about the Pennsylvania Form REV-414 -F Estate Tax Estimated TY 2023

Estimated tax payment worksheet for estates and trusts in Pennsylvania.

We last updated the Estates and Trusts Worksheet for PA Estimated Tax in April 2023, so this is the latest version of Form REV-414 -F, fully updated for tax year 2023. You can download or print current or past-year PDFs of Form REV-414 -F directly from TaxFormFinder. You can print other Pennsylvania tax forms here.

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Related Pennsylvania Estate Tax Forms:

TaxFormFinder has an additional 174 Pennsylvania income tax forms that you may need, plus all federal income tax forms. These related forms may also be needed with the Pennsylvania Form REV-414 -F.

Form Code	Form Name
Form REV-414 -P-S	PA Nonresident Withholding Tax Worksheet For Partnerships and PA S Corporations Estimated
REV-414-I	Individuals Estimated Income Tax Worksheet Estimated
Form REV-414 -I (Instructions)	Individuals Worksheet for PA Estimated Tax (Instructions) Estimated

Download all PA tax forms View all 175 Pennsylvania Income Tax Forms

Form Sources:

Pennsylvania usually releases forms for the current tax year between January and April. We last updated Pennsylvania Form REV-414 -F from the Department of Revenue in April 2023.

Show Sources >

Form REV-414 -F is a Pennsylvania Estate Tax form. While most taxpayers have income taxes automatically withheld every pay period by their employer, taxpayers who earn money that is not subject to withholding (such as self employed income, investment returns, etc) are often required to make estimated tax payments on a quarterly basis. Failure to make correct estimated payments can result in interest or penalties.

About the Estate Tax

The IRS, and many states, impose an estate tax on the transfer of cash and property between a decedent and their beneficiaries. These taxes generally only apply to estates over a certain size threshold, generally several million dollars, and therefore only affects the largest few percent of estates in the United States.

Historical Past-Year Versions of Pennsylvania Form REV-414 -F

We have a total of twelve past-year versions of Form REV-414 -F in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:

2023 Form REV-414 -F

2023 Individuals Worksheet for Estimated Tax (REV-414 (I))

2022 Form REV-414 -F

2022 Estates and Trusts Worksheet for Estimated Tax (REV-414 (F))

2020 Form REV-414 -F

2020 Estates and Trusts Worksheet for PA Estimated Tax (REV-414 F)

2019 Form REV-414 -F

2019 Estates and Trusts Worksheet for PA Estimated Tax (REV-414 F)

2018 Form REV-414 -F

2018 Estates and Trusts Worksheet for PA Estimated Tax (REV-414 F)

2017 Form REV-414 -F

2017 Estates and Trusts Worksheet for PA Estimated Tax (REV-414F)

2016 Form REV-414 -F

2016 Estates and Trusts Worksheet for PA Estimated Tax (REV-414F)

2015 Form REV-414 -F

2015 Estates and Trusts Worksheet for PA Estimated Tax (REV-414F)

2014 Form REV-414 -F

2014 Estates and Trusts Worksheet for PA Estimated Tax (REV-414F)

2013 Form REV-414 -F

2013 Estates and Trusts Worksheet for PA Estimated Tax (REV-414F)

2012 Form REV-414 -F

2012 Estates and Trusts Worksheet for PA Estimated Tax (REV-414F)

2011 Form REV-414 -F

2011 Estates and Trusts Worksheet for PA Estimated Tax (REV-414F)

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