All right for this video I want to go over a sample pa40 which is a Pennsylvania income tax return for an individual so this scenario here we've got Adam taxpayer who's going to be a full year resident of Pennsylvania he lives there he works there so he's filing his pa40 for the 2024 year now in addition to this we also have Adams 1040 which we'll go through briefly uh because it's important to know what's on the federal return in order to make any kind of adjustments that might be required at the state level and that's what we'll see in this example and then I have one slide here uh covering some background information on the fact pattern and then some Pennsylvania tax notes that address some of these uh state to Federal differences that we see it's not an allinclusive example uh there's certainly a lot of different adjustments that have to be made depending on your circumstances but what we have here in this example is some of the common ones so for a fact pattern here we've got Adam taxpayer he's a single filing taxpayer and he's a full-time resident of Harrisburg he's a consultant and earns a salary of $887,000 per year his W2 is going to show wages in box one of 84,000 and Adam made a $3,000 pre-tax 401k contribution to that employer sponsor retirement plan now keep those numbers in mind because this is one of those State to- federal tax differences PA treats these pre-tax contributions a little differently than for federal tax purposes now for investment income Adams got a bank account here paid some interest of 100 uh broker's account received some dividend income of 250 and then he's got some short-term capital losses and long-term...
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