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Tax Documents

Tax FAQ's

Q. When can I expect my PA refund?

If you filed electronically (pa.direct.file, TeleFile, e-file or PC file), it takes about 4 weeks to process a refund. If you filed a paper tax return, it takes about 8 to 10 weeks to process a refund.

After your refund is processed, it takes approximately 3 to 4 weeks for your overpayment to be mailed or direct deposited.

All returns, regardless of how they are filed, are processed in the order in which they are received. Sometimes, the department will need to verify information reported on your return by requesting additional information, this will delay the processing of your return.

You may check on the status of your refund using one of the following methods:

1. Call the automated toll-free Information Line at 1-888-PA TAXES;

2. Use the following website where you can check on the status online: https://www.doreservices.state.pa.us/pitservices/wheresmyrefund.aspx

3. Call the Taxpayer Service & Information Center at 717-787-8201 between the hours of 7:30 a.m. and 5:00 p.m.

Q. Where’s my federal refund?

Go to the Where's My Refund? online tool to check the status of your refund.

The "Where's My Refund" tool will usually have information about your refund 72 hours after IRS acknowledges receipt of your e-filed return, or three to four weeks after mailing a paper return. Check back weekly on Wednesdays for any updates to your refund information.

Q. When are quarterly estimated tax payments due?

For estimated tax purposes, the year is divided into four payment periods. Each period has a specific payment due date. If you do not pay enough tax by the due date of each of the payment periods, you may be charged a penalty even if you are due a refund when you file your income tax return.

If a payment is mailed, the date of the U.S. postmark is considered the date of payment. The payment periods and due dates for estimated tax payments are as follows:

Jan. 11– March 31, Due Date: April 15
April 1 – May 31, Due Date: June 15
June 1 – August 31, Due Date: September 15
Sept. 1 – Dec. 31, Due Date: January 15

If the due date for making an estimated tax payment falls on a Saturday, Sunday, or legal holiday, the payment will be on time if you make it on the next day that is not a Saturday, Sunday, or legal holiday.

Q. How should I notify the IRS of my address change?

There are several ways to notify the IRS of an address change:

Tax Return: Update your address in the appropriate boxes on your tax return

Form 8822: Submit Form 8822, Change of Address, to request an address change

Written Notification: Mail a signed written statement to an appropriate Service address informing the Service that you wish that the address of record changed to a new address. Generally, the appropriate Service address is the campus where you filed your last return. In addition to the new address, this notification must contain the taxpayer’s full name and old address as well as the taxpayer’s social security number, individual taxpayer identification number, or employer identification number

Q. What are the current standard mileage rates?

53.5 cents per mile for business purposes

17 cents per mile for medical or moving purposes

14 cents per mile driven in service of charitable organizations

Q. How long should I keep my old tax returns?

All tax returns and supporting tax documents should be kept for a minimum of 7 years per the Internal Revenue Service. However, complex tax returns should be kept permanently.