DFO-03 02-24 THE PENNSYLVANIA DEPARTMENT OF REVENUE
PROPERTY TAX/RENT REBATE
PREPARATION GUIDE
APPLY FOR THE REBATE ONLINE
portal at myPATH.pa.gov.
Rebates
Apply for a Property Tax/
Rent Rebate for 2023
NOTE: myPATH is the only way to electronically le the PA-1000, Property Tax/Rent Rebate Application as
this feature has not been added to any ling software packages.
• Convenience.
• Security.
• Accuracy.
• Proof of Filing.
• Direct Deposit.
YOUR ONLINE PORTAL FOR ALL YOUR PROPERTY TAX/RENT REBATE NEEDS
PENNSYLVANIA TAX HUB
OTHER ONLINE FUNCTIONS
RESPOND TO A LETTER
myPATH.pa.gov
Addional Services
Respond to a Leer
FIND A SUBMISSION
myPATH.pa.gov Addional Services
Find a Submission.
CHECK REBATE STATUS
myPATH.pa.govRebates panel. From
Where’s My Rebate
YOUR ONLINE PORTAL FOR ALL YOUR PROPERTY TAX/RENT REBATE NEEDS
PENNSYLVANIA TAX HUB
TABLE OF CONTENTS
1
2
3
4a
4b
5a
General
Overview ..................................................... 6
Introduction to PTRR
Overview of the Program
........................................ 8
What’s New for 2024
........................................... 8
Calendar of Events
.............................................. 9
Eligibility
The Basics
.................................................... 12
Type of Filer
................................................... 12
Rebate Type
................................................... 14
Income Qualication
........................................... 15
Filing on Behalf of a Deceased Individual
.......................... 15
Surviving Spouse is Not Eligible to File on Their Own
............... 16
Getting a Check Reissued Under the Spouse, Estate, or Personal
Representative Name
........................................... 17
Preparing the Application
Ways to File
................................................... 20
Documents to Include
Proof of Age
................................................... 22
Proof of Widow/Widower
....................................... 22
Proof of Disability
.............................................. 22
Proof of Income
................................................ 23
Documents Required for Rebate Due to Decedent
.................. 24
Applying as a Renter (Rent Rebate)
............................... 25
Applying as an Owner (Property Tax Rebate)
...................... 26
Applying as an Owner/Renter
.................................... 28
Line by Line Instructions
General Guidelines
............................................. 32
TABLE OF CONTENTS
5b
5c
6
7
8
9
Supporting Schedules
Order of Completion ............................................ 42
PA-1000 RC, Rent Certicate
.................................... 43
Schedule A, Deceased Claimant and/or Multiple Home Prorations
..... 46
Schedule B, Widow or Widower Prorations . . . . . . . . . . . . . . . . . . . . . . . . 47
Schedule D, Public Assistance Prorations
.......................... 48
Schedule E, Business Use Prorations
.............................. 49
Schedule F, Multiple Owner or Lessor Prorations
................... 50
Schedule G, Income Annualization
................................ 51
Submitting the Application
Submitting the Application
...................................... 54
Conrmation
.................................................. 55
Changing an Application
Updating/Amending Applications
................................ 58
Submitting Missing Info
......................................... 58
Contacting the Department
Checking Rebate Status
......................................... 60
Obtaining a Copy of the Application
.............................. 61
Responding to a Letter
......................................... 62
Resources
PTRR Forms Ordering
.......................................... 64
PTRR Forms Guide
............................................. 65
Tables and District Offices
School District and County Codes
................................ 68
PA Department of Revenue District Ofces
........................ 72
PTRR Prep Guide Return to Table of Contents6
GENERAL
OVERVIEW
WHO RECEIVES A BOOKLET IN THE MAIL
WHO RECEIVES A REMINDER LETTER
OTHER HELPFUL HINTS
INCLUDE THE APPLICANT’S PHONE NUMBER
INCLUDE THE APPLICANT’S SSN
SIGN AS THE PREPARER
THE PENNSYLVANIA DEPARTMENT OF REVENUE
INTRODUCTION
PTRR Prep Guide Return to Table of Contents8
INTRODUCTION
OVERVIEW OF THE PROGRAM
WHAT’S NEW FOR 2024
income eligibility table.
SUPPLEMENTAL REBATES (KICKERS)
SPANISH RESOURCES
mypath.pa.gov
Rebates panel.
INCOME
SUPPLEMENTAL REBATE
(KICKER)
$8,001 - $15,000 $385
$18,001 - $45,000 $190
$0 - $8,000 $500
$15,001 - $18,000 $230
STANDARD REBATE TOTAL MAX REBATE
$770 $1,155
$380 $570
$1,000 $1,500
$460 $690
2024 ELIGIBILITY TABLE
Return to Table of Contents 9
revenue.pa.gov
CALENDAR OF EVENTS
MONTH EVENT
JANUARY
JUNE
AUGUST
FEBRUARY
JULY
• The department begins accepting applications (for taxes or rent paid in the previous year).
• myPATH opens for 2023 rebate applications.
• PA-1000 booklets are mailed out to applicants who filed previously via paper.
• Reminder letters are mailed out to applicants who filed via myPATH or preparer.
• Forms are published on the department’s website and online forms ordering is available.
• Due date for applications is June 30th. In the beginning of June, the Governor will decide
whether to extend the application deadline to December 31st.
• Press release will be issued if extension is granted.
• The department begins making a second round of automated phone calls to let applicants
know that their rebate application was approved.
• August 15th is the first day the department can request a stop payment on a rebate issued on
July 1st. Stop payments can only be requested 45 days past the date the rebate was issued.
• Posting/processing of applications begins.
• The department begins making automated phone calls to advise that the application was received.
• PA Treasury will begin to mail or direct deposit rebates on July 1st.
IMPORTANT: If the application is not postmarked or led electronically by the due date (or extended due
date), the individual may not apply for the program. This means that an application cannot be submitted
for a previous year.
PROPERTY TAX/RENT REBATE
AUTOMATIC REMINDERS
ELIGIBILITY
THE PENNSYLVANIA DEPARTMENT OF REVENUE
PTRR Prep Guide Return to Table of Contents12
ELIGIBILITY
THE BASICS
NOTE: If electronically ling via myPATH, the
application will not allow you to proceed if the
applicant does not qualify.
TYPE OF FILER – AGE AND/OR
DISABILITY QUALIFICATION
Documents to Include Proof
Document Checklist
Return to Table of Contents 13
revenue.pa.gov
AGE 65 OR OLDER
WIDOW/WIDOWER AGE 50-64
MARRIED TO INDIVIDUAL AGE 65 OR OLDER
NOTE: Under Title 23 of the Pennsylvania Consolidated
Statutes, Section 1103, eliminated the establishment of
Common Law Marriages contracted Jan. 1, 2005, and later. If
a common law marriage was established and the conditions
fulfilled prior to that date, it is valid.
Category A on the application is the age qualifier. If selecting this
option, the applicant must be 65 or older by December 31st of
the application year. This is the most common category selected.
• If the applicant is a first-time filer and falls into this category,
remit proof of age along with their application
Category C is used by a widow or widower who is anywhere
between the ages of 50 and 64 by December 31st of the
application year. This category only applies if the couple was still
married at the time of the spouse passing.
• If the applicant is a first-time filer and falls into this category,
remit proof of age along with a copy of their spouse’s death
certificate.
Category B should be used if the applicant is under 65 but their
spouse is 65 or older by December 31st of the application year.
This category is the least common because typically the person
who is 65 will file as the primary applicant.
• If the applicant is a first-time filer and falls into this category,
remit proof age for the spouse.
PERMANENTLY DISABLED AGE 18-64
If the applicant applied to the Social Security Administration
and was denied disability benefits, they are not eligible for a
rebate as permanently disabled.
The Department of Revenue has the legal authority to require
additional evidence of an applicant’s disability, including all
medical records, to determine eligibility for a rebate.
EXAMPLE: If the applicant receives their award letter on
Dec. 31 of the application year but do not begin receiving
payments until the following year, they are eligible to file
a rebate. The receipt of payments is not necessary to
qualify. If they have an award letter from SSI confirming the
disability date for that year, they are eligible for a rebate if
all other requirements are met.
Category D should be used if the applicant is 18 to 64 years
old by December 31st of the application year and they are
permanently disabled.
• For Social Security disability, SSI permanent and total
disability, Railroad Retirement permanent and total
disability, or Black Lung disability, provide a copy of the
applicant’s award letter.
• For Veterans Administration disability, provide a letter
from the Veterans Administration stating that the applicant
is 100 percent disabled.
• For Federal Civil Service disability, provide a letter from
Civil Service stating the applicant is 100 percent disabled.
• If the applicant receiving disability benefits under the
“Welfare Aid to the Permanent and Totally Disabled”
program, provide a copy of the applicant’s medical
assistance card or a letter from the Department of Human
Services verifying the applicant is receiving disability
benefits.
• If the applicant does not qualify under any of the above,
they should have their physician complete a PA-1000 PS
(See the PA-1000 PS guidance under the Preparing the
Application section.)
PTRR Prep Guide Return to Table of Contents14
ELIGIBILITY
HOUSEHOLDS WITH MORE THAN ONE QUALIFIED APPLICANT
REBATE TYPE - PROPERTY TAX AND/OR RENT PAID QUALIFICATION
DEFINITIONS
RENTER
PROPERTY OWNER
OWNER/RENTER
• Applicant must have rented and occupied the residence.
• Applicant must have a true landlord/tenant relationship.
• Rent must have been paid by someone for the application year.
• The property owner must have been liable for the payment of real estate taxes or payment in
lieu thereof on the rental property.
• Applicant may not have received cash public assistance for the months being claimed (see
Schedule D)
• Applicant must have owned the home.
• Applicant must have occupied the home as a primary residence.
• Real estate taxes must have been paid by someone for the application year.
• Applicant owned, occupied, and paid taxes for part of year and paid rent for other portion of
the year.
• Applicant owned, occupied, and paid taxes on a home and paid rent for the land upon which
the home is situated (such as, but not limited to, a mobile home in a mobile home park or a
home on which land rent is paid).
• Applicant paid rent for the home they occupied and paid property taxes on the land upon
which it stood (such as, but not limited to, a mobile home).
NOTE: If an applicant transferred the property to their offspring (often to avoid the payment of inheritance tax),
they are not eligible for a rebate unless a life estate or a lifetime lease is created that provides proof that the
applicant still has the right of ownership until death. Proof of the life estate’s creation must be provided with
the application. To document ownership via a life estate or lifetime lease, completed copies of the deed, trust
agreement, will or decree of distribution showing the language providing for the applicant’s rights of ownership
are required.
Return to Table of Contents 15
revenue.pa.gov
INCOME QUALIFICATION
What’s New
2024 ELIGIBILITY TABLE
INCOME
$8,001 - $15,000
$18,001 - $45,000
$0 - $8,000
$15,001 - $18,000
MAXIMUM STANDARD REBATE
$770
$380
$1,000
$460
FILING ON BEHALF OF A DECEASED INDIVIDUAL
Schedule A
Schedule G
SURVIVING SPOUSE
SURVIVING SPOUSE IS ELIGIBLE TO FILE ON THEIR OWN
NOTE: If the surviving spouse is eligible to le on their own, do not mark the oval in Section II, Line 3 that reads,
“Filing on behalf of a decedent.”
PA-1000
Property Tax or Rent
Rebate Claim 03-23
PA Department of Revenue
P.O. Box 280503
Harrisburg PA 17128-0503
OFFICIAL USE ONLY
Spouse’s Social Security NumberYour Social Security Number
Check your label for accuracy. If incorrect, do not use the label. Complete Section I.
Fill in only one oval in each
section.
I
III
II
If Spouse is
Deceased, fill
in the oval.
1. I am filing for a rebate as a:
P. Property Owner – See
instructions
R. Renter – See instructions
B. Owner/Renter – See
instructions
2. I Certify that as of Dec. 31, 2023,
I am (a):
A. Claimant age 65 or older
B. Claimant under age 65,
with a spouse age 65 or
older who resided in the
same household
C. Widow or widower, age
50 to 64
D. Permanently disabled
and age 18 to 64
3.
Filing on behalf of a
decedent
Dollars Cents
4.
5.
6.
8.
7.
9.
11a.
10.
11b.
13.
IMPORTANT: You must submit proof of the income you reported – See the instructions on Pages 7 to 9.
11c.
11d.
11e.
11f.
11g.
12.
2023
4. Social Security, SSI and SSP Income (Total benefits $ divided by 2) . . . . . . . . . .
5. Railroad Retirement Tier 1 Benefits (Total benefits $ divided by 2) . . . . . . . . . . .
8. Gain or Loss on the Sale or Exchange of Property. . . . . . . . . If a loss, fill in this oval. . . . .
7. Interest and Dividend Income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
11a. Salaries, wages, bonuses, commissions, and estate and trust income. . . . . . . . . . . . . . . . . . . . .
12. Claimants with Federal Civil Service Retirement System Benefits enter $9,948 or $19,896.
See the instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
LOSS
9. Net Rental Income or Loss . . . . . . . . . . . . . . . . . . . . . . . . . . . If a loss, fill in this oval. . . . .
10. Net Business Income or Loss . . . . . . . . . . . . . . . . . . . . . . . . . If a loss, fill in this oval. . . . .
LOSS
LOSS
11b. Gambling and Lottery winnings, including PA Lottery winnings, prize winnings and the value
of other prizes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
11c. Value of inheritances, alimony and spousal support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
11d. Cash public assistance/relief. Unemployment compensation and workers’ compensation,
except Section 306(c) benefits. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
11e. Gross amount of loss of time insurance benefits and disability insurance benefits,
and life insurance benefits, except the first $5,000 of total death benefit payments. . . . . . . . . . . .
11f. Gifts of cash or property totaling more than $300, except gifts between
members of a household. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
11g. Miscellaneous income and annualized income amount. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Other Income.
13. TOTAL INCOME. Add only the positive income amounts from Lines 4 through 11g and subtract
the amount on Line 12. See Page 3 for income limitations. Enter this amount on Line 23. . . . . . . .
6. Total Benefits from Pension, Annuity, IRA Distributions and Railroad Retirement Tier 2 (Do not
include federal veterans’ disability payments or state veterans’ payments.) . . . . . . . . . . . . . . . . . . .
TOTAL INCOME received by you and your spouse during 2023
CODES
REQUIRED
*
**
(FI)
Claimant’s Birthdate Spouse’s Birthdate
Spouse’s First Name MI
PLEASE WRITE IN YOUR SOCIAL SECURITY NUMBER(S) ABOVE
Last Name First Name MI
First Line of Address
Second Line of Address
State ZIP CodeCity or Post Office
Daytime Telephone Number
2305010056
2305010056
School District CodeCounty Code
Country Code
START
➜
MM/DD/YY
MM/DD/YY
PRINT
NEXT PAGE
TOP OF PAGE
Reset Entire Form
IMPORTANT: FILL IN FORM MUST BE DOWNLOADED ONTO YOUR COMPUTER PRIOR TO COMPLETING
PTRR Prep Guide Return to Table of Contents16
ELIGIBILITY
SURVIVING SPOUSE IS NOT ELIGIBLE TO FILE ON THEIR OWN
NOTE: In this situation, ll in the oval under
Section II of the PA-1000, Line 3 “Filing on behalf
of a decedent.” Additionally, include a completed
DEX-41, copy of the death certicate (showing
their name listed as the spouse), a letter stating
they were the spouse of the applicant at the time
of death, and the applicant should sign on the
applicant signature line.
IMPORTANT: This method should only be
used for a surviving spouse if the decedent
passed away during the application year or
during the filing year prior to the application
being submitted. If the decedent passed away
during the application year, the income must
be annualized using the Schedule G and taxes
paid must be prorated using the Schedule
A. For more information on completing
these schedules, see the guidance under the
Preparing the Application section.
PA-1000
Property Tax or Rent
Rebate Claim 03-23
PA Department of Revenue
P.O. Box 280503
Harrisburg PA 17128-0503
OFFICIAL USE ONLY
Spouse’s Social Security NumberYour Social Security Number
Check your label for accuracy. If incorrect, do not use the label. Complete Section I.
Fill in only one oval in each
section.
I
III
II
If Spouse is
Deceased, fill
in the oval.
1. I am filing for a rebate as a:
P. Property Owner – See
instructions
R. Renter – See instructions
B. Owner/Renter – See
instructions
2. I Certify that as of Dec. 31, 2023,
I am (a):
A. Claimant age 65 or older
B. Claimant under age 65,
with a spouse age 65 or
older who resided in the
same household
C. Widow or widower, age
50 to 64
D. Permanently disabled
and age 18 to 64
3.
Filing on behalf of a
decedent
Dollars Cents
4.
5.
6.
8.
7.
9.
11a.
10.
11b.
13.
IMPORTANT: You must submit proof of the income you reported – See the instructions on Pages 7 to 9.
11c.
11d.
11e.
11f.
11g.
12.
2023
4. Social Security, SSI and SSP Income (Total benefits $ divided by 2) . . . . . . . . . .
5. Railroad Retirement Tier 1 Benefits (Total benefits $ divided by 2) . . . . . . . . . . .
8. Gain or Loss on the Sale or Exchange of Property. . . . . . . . . If a loss, fill in this oval. . . . .
7. Interest and Dividend Income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
11a. Salaries, wages, bonuses, commissions, and estate and trust income. . . . . . . . . . . . . . . . . . . . .
12. Claimants with Federal Civil Service Retirement System Benefits enter $9,948 or $19,896.
See the instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
LOSS
9. Net Rental Income or Loss . . . . . . . . . . . . . . . . . . . . . . . . . . . If a loss, fill in this oval. . . . .
10. Net Business Income or Loss . . . . . . . . . . . . . . . . . . . . . . . . . If a loss, fill in this oval. . . . .
LOSS
LOSS
11b. Gambling and Lottery winnings, including PA Lottery winnings, prize winnings and the value
of other prizes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
11c. Value of inheritances, alimony and spousal support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
11d. Cash public assistance/relief. Unemployment compensation and workers’ compensation,
except Section 306(c) benefits. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
11e. Gross amount of loss of time insurance benefits and disability insurance benefits,
and life insurance benefits, except the first $5,000 of total death benefit payments. . . . . . . . . . . .
11f. Gifts of cash or property totaling more than $300, except gifts between
members of a household. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
11g. Miscellaneous income and annualized income amount. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Other Income.
13. TOTAL INCOME. Add only the positive income amounts from Lines 4 through 11g and subtract
the amount on Line 12. See Page 3 for income limitations. Enter this amount on Line 23. . . . . . . .
6. Total Benefits from Pension, Annuity, IRA Distributions and Railroad Retirement Tier 2 (Do not
include federal veterans’ disability payments or state veterans’ payments.) . . . . . . . . . . . . . . . . . . .
TOTAL INCOME received by you and your spouse during 2023
CODES
REQUIRED
*
**
(FI)
Claimant’s Birthdate Spouse’s Birthdate
Spouse’s First Name MI
PLEASE WRITE IN YOUR SOCIAL SECURITY NUMBER(S) ABOVE
Last Name First Name MI
First Line of Address
Second Line of Address
State ZIP CodeCity or Post Office
Daytime Telephone Number
2305010056
2305010056
School District CodeCounty Code
Country Code
START
➜
MM/DD/YY
MM/DD/YY
PRINT
NEXT PAGE
TOP OF PAGE
Reset Entire Form
IMPORTANT: FILL IN FORM MUST BE DOWNLOADED ONTO YOUR COMPUTER PRIOR TO COMPLETING
NOTE: If the decedent passed away during the application year, the income must be annualized using the
Schedule G and taxes paid must be prorated using the Schedule A. See the guidance under the Preparing the
Application section for more information on completing these schedules.
• If there is a will
• If there is no will
ESTATE
Return to Table of Contents 17
revenue.pa.gov
PERSONAL REPRESENTATIVE
NOTE: If the decedent passed away during the application year, the income must be annualized using the
Schedule G and taxes/rent paid must be prorated using the Schedule A. See the guidance under the Supporting
Schedules section for more information on completing these schedules.
GETTING A CHECK REISSUED UNDER THE SPOUSE, ESTATE, OR PERSONAL REPRESENTATIVE NAME
PREPARING
THE APPLICATION
THE PENNSYLVANIA DEPARTMENT OF REVENUE
PTRR Prep Guide Return to Table of Contents20
PREPARING THE APPLICATION
WAYS TO FILE
ELECTRONIC FILING
Pennsylvania Department of Revenue oers a free electronic
ling opon for the Property Tax/Rent Rebate Program via
the myPATH portal. This is a non-logged in funcon, meaning
customers do not have to create a myPATH username or
password to apply. You can easily submit the applicaon
on behalf of your customer by vising myPATH.pa.gov and
locang the Rebates panel. From there, click the link to
Apply for a Property Tax/Rent Rebate hyperlink.
Please be prepared to submit any supporng
documentaon along with the applicaon. We suggest
that you save all necessary documents to your computer
before geng started. Addionally, you will need to enter
an email address upon compleon of the applicaon. If
your customer does not have an email, you may enter your
email address as their preparer since this will be used for
sending the conrmaon. Be aware that the system will
me out aer 15 minutes and the PTRR applicaon cannot
be saved for compleon at a later me.
Accepted le types include pdf, jpeg, jpg, png, gif, ,
and r formats. If your aachments are not able to be
electronically uploaded with your applicaon, you will
have to le a paper applicaon.
ELECTRONIC FILING BENEFITS
Using our electronic ling opon oers many benets for
you and your customers, including:
• Faster processing
• Error-reducing automac calculators (Unlike the paper
version of the PA-1000, do not cut Social Security
Income or Railroad Rerement Tier 1 benets in half.
The system will reduce the income for you.)
• Easy direct deposit opons
• Security features to ensure your sensive informaon
is safe
• Immediate conrmaon of receipt (no missing the
deadline)
PAPER FILING
If you are unable to remit the applicaon online via myPATH,
you may complete the paper PA-1000, Property Tax or Rent
Rebate Claim Form. Please keep in mind that any person
who led a paper applicaon in the past will receive a new
PTRR booklet in the mail from the Department of Revenue.
It is important that you use the preprinted label included in
your customer’s PA-1000 booklet if you decide to remit a
paper applicaon. This preprinted label will help to expedite
the processing because it is easy for our equipment to scan
and guarantees that there are no keying errors.
IMPORTANT: When using the address label,
please ensure that all information is 100%
correct. If anything is incorrect, do not use
the label. You will still need to enter the Social
Security number on the application as the
Department of Revenue removed those numbers
from the label due for condentiality purposes.
NOTE: If the applicant has a label that includes a
spouse who passed away during the application
year, do not use the label. The surviving spouse
should print their name, address, and SSN in
Section I and follow the ling instructions. The
surviving spouse should furnish proof required
for a rst time ler. Do not use the label sent by
the department. The surviving spouse should
enter the deceased spouse’s SSN and name in the
spouse information area, and ll in the oval “If
Spouse is Deceased” located in the area next to
the Spouse’s SSN on the application.
To aid in processing the rebate properly, be sure to provide
an applicant’s school district and county codes, which
indicate where they resided as of December 31 of the
applicaon year. School district and county codes are listed
on Pages 68 through 71. The codes are also available online
at revenue.pa.gov/schools.
If your customer does not have a copy of the PTRR Booklet,
please use the forms on our website at revenue.pa.gov.
These forms are in a llable PDF format that are easy for
our equipment to scan, which will help to avoid delays in
processing.
DOCUMENTS
TO INCLUDE
THE PENNSYLVANIA DEPARTMENT OF REVENUE
PTRR Prep Guide Return to Table of Contents22
DOCUMENTS TO INCLUDE
PROOF OF AGE
PROOF OF WIDOW/WIDOWER
PROOF OF DISABILITY
•
•
•
PA-1000 PS, PHYSICAN’S STATEMENT
OF PERMANENT AND TOTAL DISABILITY
NOTE: If the applicant was denied Social Security
disability, they are not eligible for a rebate.
Return to Table of Contents 23
revenue.pa.gov
OFFICIAL USE ONLY
Name as shown on PA-1000 Social Security Number
Instructions
A claimant not covered under the federal Social Security Act or the federal Railroad Retirement Act who is unable
to submit proof of permanent and total disability may submit this Physician’s Statement. The physician must deter-
mine the claimant’s status using the same standards used for determining permanent and total disability
under the federal Social Security Act or the federal Railroad Retirement Act. CAUTION: If the claimant applied
for Social Security disability benefits and the Social Security Administration did not rule in the claimant’s favor,
the claimant is not eligible for a Property Tax or Rent Rebate.
Confidentiality Statement.
All information on this Physician’s Statement and claim form is confidential. The
department shall only use this information for the purposes of determining the claimant’s eligibility for a Property
Tax or Rent Rebate.
CERTIFICATION
I certify the claimant named above is my patient and is permanently and totally disabled under the standards that
the federal Social Security Act or the federal Railroad Retirement Act requires for determining permanent and total
disability. Upon request from the PA Department of Revenue, I will provide the medical reports or records indicat-
ing diagnosis and prognosis of the claimant’s condition, including signs, symptoms and laboratory findings, if
applicable or appropriate.
Physician Signature Date
Description of Claimant’s Permanent and Total Disability.
Briefly describe the reason(s) the above-named
claimant is totally and permanently disabled.
Physician Identification Information. Please print.
Name National Provider Identifier
Business name, if applicable
Address
City State ZIP Code
Office telephone number Office email address
PHYSICIAN’S STATEMENT
Physician’s Statement of
Permanent and Total Disability
2023
PA-1000 PS 03-23
PA Department of Revenue
2305310050
2305310050
2305310050
(FI)
START
➜
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MM/DD/YY
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IMPORTANT: FILL IN FORM MUST BE DOWNLOADED ONTO YOUR COMPUTER PRIOR TO COMPLETING
PROOF OF INCOME
PTRR Proof Document
Checklist
NOTE: If the customer doesn’t have documentation to verify the income received, they should provide a detailed
explanation regarding the income reported on their claim form. Additionally, if the applicant has no income to report
they should include a detailed explanation regarding how the rent or property taxes were paid. For example, a customer
has no income, but they are paying for rent out of their savings or a customer has no income, but their bills were paid
by a family member.
PTRR Prep Guide Return to Table of Contents24
DOCUMENTS TO INCLUDE
DOCUMENTS REQUIRED FOR A REBATE DUE A DECEDENT
Filing On Behalf of a Deceased Individual
DEX-41, APPLICATION FOR PROPERTY TAX/RENT REBATE DUE THE DECEDENT
GETTING A CHECK REISSUED UNDER THE SPOUSE, ESTATE, OR PERSONAL REPRESENTATIVE NAME
I am filing this application as (select only one oval):
1. The surviving spouse. (Attach a copy of the decedent’s death certificate.)
2. The personal representative of the decedent’s estate. (Attach a copy of a short certificate or court order showing your appointment.)
3. The personal representative of the decedent where a will has NOT been probated or where there is no will. (Attach a copy of the
decedent’s death certificate and a receipted copy of the claimant’s funeral bill and proof that you directly paid for funeral expenses that
are equal to or greater than the amount of the rebate being claimed. Acceptable proof of this payment include the front and back of the
canceled check, a credit card/bank statement, or other document showing you personally paid for the funeral expenses.
State your relationship to the decedent: . Sign the affidavit below and have your signature notarized.)
Subscribed and sworn before me this day of 20 .
(SIGNATURE OF NOTARY PUBLIC)
I am making a request for monies due the decedent and certify that the information provided on this claim has been examined by me and is,
to the best of my knowledge, true and correct. Any monies that I receive as a result of this claim will be disbursed according to the laws of
the Commonwealth of Pennsylvania.
(SIGNATURE OF PERSON FILING THIS CLAIM)
DEX-41
BUREAU OF INDIVIDUAL TAXES
PO BOX 280508
HARRISBURG PA 17128-0508
APPLICATION FOR
PROPERTY TAX/RENT
REBATE DUE THE DECEDENT
DECEDENT INFORMATION
SECTION I
APPLICATION SUBMITTER INFORMATION
SECTION II
AFFIDAVIT
SECTION III
NOTARIZATION
SECTION IV
Name of Decedent Decedent’s Social Security Number Date of Death
Name
State ZIP Code
Street Address
Complete Section III only if Oval 3 is selected in Section II.
City
(EX) 04-22 (FI)
START
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PLEASE SIGN AFTER PRINTING
PLEASE SIGN AFTER PRINTING
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Return to Table of Contents 25
revenue.pa.gov
APPLYING AS A RENTER (RENT REBATE)
Supporng Schedules
IMPORTANT: If the landlord is a tax-exempt
entity and is not required to pay property taxes
on the rental property, the renter does not
qualify for a rent rebate unless the entity makes
payments in lieu of taxes to a local government
authority (county, municipality, school district,
re/police department, etc.) in order to allow
their residents to claim rent rebates.
LEASE WITH MULTIPLE TENANTS
HOUSING AUTHORITIES
IMPORTANT: Applicants that live in Housing
Authority properties should use the Apartment
Building indicator on the Rent Certicate.
If a rent certicate is not included with the
application, it will delay processing, as the
department will end up sending a request for a
completed form. Additionally, if the letter from
the housing authority isn’t signed, follow the
guidance provided in Landlord’s Oath section.
CARE HOMES/FACILITIES
Monthly Charges Other Than Rent
PTRR Prep Guide Return to Table of Contents26
DOCUMENTS TO INCLUDE
SPOUSE LIVES IN AN ASSISTED LIVING,
PERSONAL CARE OR NURSING HOME
BOARDING HOMES
RENTING A ROOM IN A
PRIVATE HOME OR OTHER DOMOCILE
NOTE: An applicant renting a room in a house
that is not considered a self-contained unit
does not qualify for this program.
APPLYING AS AN OWNER
(PROPERTY TAX REBATE)
Return to Table of Contents 27
revenue.pa.gov
NOTE: The term Et Vir (and husband) and Et Ux
(and wife) indicate joint ownership. However, if
the term Et Al or Et Alia (and others) appear,
the additional owners must be identied and
Schedule F must be completed.
IMPORTANT: If the tax bill or mortgage statement
does not reect the applicant’s address on the
form, an explanation must be submitted. This
may take the form of a letter from either the
tax collector or mortgage company verifying
the applicant’s home address. If the applicant
moved during the claim year, PA-1000 Schedule
A must be completed. If the applicant moved
after December 31st of the claim year, a letter of
explanation must be included.
ELIGIBLE REAL ESTATE TAX BILLS
• County
• School district
• City
• Borough
• Township
TAXES/CHARGES THAT ARE NOT ELIGIBLE
If your tax bills contain any of these charges, you
must deduct them when completing Line 14:
• Flat rate charges
• Footage charges
• Personal property tax
• Per capita tax
• Occupational privilege tax
• Sewer rent
• Garbage collection charges
• Municipal assessments such as, or including,
road, institution, street, library, light, water, re,
debt, and sinking fund taxes
• Interest or penalty payments
TAX BILLS WITH DIFFERENT NAME
PTRR Prep Guide Return to Table of Contents28
DOCUMENTS TO INCLUDE
PHILADELPHIA RESIDENTS
NOTE: You or the person who prepares your
application will need to know the amount of
tax you paid in order to correctly calculate your
rebate. If you do not have a copy of your original
tax bill or a copy of your tax payment, you or
your preparer will need to estimate the amount
of taxes you paid. If the tax amount you provide
is not correct, the department will adjust the
amount of your rebate based upon the paid
taxes reported to the department by the City of
Philadelphia.
REMINDERS
APPLYING AS AN OWNER/RENTER
APPLICANT LIVES IN A MOBILE HOME PARK
Owner and a Renter
APPLICANT SELLS HOME AND STARTS TO RENT
Owner and a
Renter
HOW TO COMPLETE THE APPLICATION
(B) Owner/Renter
Return to Table of Contents 29
revenue.pa.gov
P
or R
Applying as an Owner
(Property Tax Rebate) Determining Rebate Amount
Applying as
an Owner (Property Tax Rebate) Determining Rebate
Amount
NOTE: An Owner/Renter must include proof of
taxes paid and a completed rent certicate in
order to avoid processing delays. See the section
on Documents to Include for more information.
PA-1000
Property Tax or Rent
Rebate Claim 03-23
PA Department of Revenue
P.O. Box 280503
Harrisburg PA 17128-0503
OFFICIAL USE ONLY
Spouse’s Social Security NumberYour Social Security Number
Check your label for accuracy. If incorrect, do not use the label. Complete Section I.
Fill in only one oval in each
section.
I
III
II
If Spouse is
Deceased, fill
in the oval.
1. I am filing for a rebate as a:
P. Property Owner – See
instructions
R. Renter – See instructions
B. Owner/Renter – See
instructions
2. I Certify that as of Dec. 31, 2023,
I am (a):
A. Claimant age 65 or older
B. Claimant under age 65,
with a spouse age 65 or
older who resided in the
same household
C. Widow or widower, age
50 to 64
D. Permanently disabled
and age 18 to 64
3.
Filing on behalf of a
decedent
Dollars Cents
4.
5.
6.
8.
7.
9.
11a.
10.
11b.
13.
IMPORTANT: You must submit proof of the income you reported – See the instructions on Pages 7 to 9.
11c.
11d.
11e.
11f.
11g.
12.
2023
4. Social Security, SSI and SSP Income (Total benefits $ divided by 2) . . . . . . . . . .
5. Railroad Retirement Tier 1 Benefits (Total benefits $ divided by 2) . . . . . . . . . . .
8. Gain or Loss on the Sale or Exchange of Property. . . . . . . . . If a loss, fill in this oval. . . . .
7. Interest and Dividend Income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
11a. Salaries, wages, bonuses, commissions, and estate and trust income. . . . . . . . . . . . . . . . . . . . .
12. Claimants with Federal Civil Service Retirement System Benefits enter $9,948 or $19,896.
See the instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
LOSS
9. Net Rental Income or Loss . . . . . . . . . . . . . . . . . . . . . . . . . . . If a loss, fill in this oval. . . . .
10. Net Business Income or Loss . . . . . . . . . . . . . . . . . . . . . . . . . If a loss, fill in this oval. . . . .
LOSS
LOSS
11b. Gambling and Lottery winnings, including PA Lottery winnings, prize winnings and the value
of other prizes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
11c. Value of inheritances, alimony and spousal support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
11d. Cash public assistance/relief. Unemployment compensation and workers’ compensation,
except Section 306(c) benefits. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
11e. Gross amount of loss of time insurance benefits and disability insurance benefits,
and life insurance benefits, except the first $5,000 of total death benefit payments. . . . . . . . . . . .
11f. Gifts of cash or property totaling more than $300, except gifts between
members of a household. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
11g. Miscellaneous income and annualized income amount. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Other Income.
13. TOTAL INCOME. Add only the positive income amounts from Lines 4 through 11g and subtract
the amount on Line 12. See Page 3 for income limitations. Enter this amount on Line 23. . . . . . . .
6. Total Benefits from Pension, Annuity, IRA Distributions and Railroad Retirement Tier 2 (Do not
include federal veterans’ disability payments or state veterans’ payments.) . . . . . . . . . . . . . . . . . . .
TOTAL INCOME received by you and your spouse during 2023
CODES
REQUIRED
*
**
(FI)
Claimant’s Birthdate Spouse’s Birthdate
Spouse’s First Name MI
PLEASE WRITE IN YOUR SOCIAL SECURITY NUMBER(S) ABOVE
Last Name First Name MI
First Line of Address
Second Line of Address
State ZIP CodeCity or Post Office
Daytime Telephone Number
2305010056
2305010056
School District CodeCounty Code
Country Code
START
➜
MM/DD/YY
MM/DD/YY
PRINT
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IMPORTANT: FILL IN FORM MUST BE DOWNLOADED ONTO YOUR COMPUTER PRIOR TO COMPLETING
LINE BY LINE
INSTRUCTIONS
THE PENNSYLVANIA DEPARTMENT OF REVENUE
PTRR Prep Guide Return to Table of Contents32
LINE BY LINE INSTRUCTIONS
GENERAL GUIDELINES
black or blue
IMPORTANT: In certain situations, especially
those involving nursing homes or sibling rivalry
among an applicant’s offspring, multiple people
might submit applications for the same rebate.
In these cases, the Department of Revenue will
issue the rebate payment on the rst application
processed in the applicant’s name.
SECTION I
PA-1000
Property Tax or Rent
Rebate Claim 03-23
PA Department of Revenue
P.O. Box 280503
Harrisburg PA 17128-0503
OFFICIAL USE ONLY
Spouse’s Social Security NumberYour Social Security Number
Check your label for accuracy. If incorrect, do not use the label. Complete Section I.
Fill in only one oval in each
section.
I
III
II
If Spouse is
Deceased, fill
in the oval.
1. I am filing for a rebate as a:
P. Property Owner – See
instructions
R. Renter – See instructions
B. Owner/Renter – See
instructions
2. I Certify that as of Dec. 31, 2023,
I am (a):
A. Claimant age 65 or older
B. Claimant under age 65,
with a spouse age 65 or
older who resided in the
same household
C. Widow or widower, age
50 to 64
D. Permanently disabled
and age 18 to 64
3.
Filing on behalf of a
decedent
Dollars Cents
4.
5.
6.
8.
7.
9.
11a.
10.
11b.
13.
IMPORTANT: You must submit proof of the income you reported – See the instructions on Pages 7 to 9.
11c.
11d.
11e.
11f.
11g.
12.
2023
4. Social Security, SSI and SSP Income (Total benefits $ divided by 2) . . . . . . . . . .
5. Railroad Retirement Tier 1 Benefits (Total benefits $ divided by 2) . . . . . . . . . . .
8. Gain or Loss on the Sale or Exchange of Property. . . . . . . . . If a loss, fill in this oval. . . . .
7. Interest and Dividend Income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
11a. Salaries, wages, bonuses, commissions, and estate and trust income. . . . . . . . . . . . . . . . . . . . .
12. Claimants with Federal Civil Service Retirement System Benefits enter $9,948 or $19,896.
See the instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
LOSS
9. Net Rental Income or Loss . . . . . . . . . . . . . . . . . . . . . . . . . . . If a loss, fill in this oval. . . . .
10. Net Business Income or Loss . . . . . . . . . . . . . . . . . . . . . . . . . If a loss, fill in this oval. . . . .
LOSS
LOSS
11b. Gambling and Lottery winnings, including PA Lottery winnings, prize winnings and the value
of other prizes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
11c. Value of inheritances, alimony and spousal support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
11d. Cash public assistance/relief. Unemployment compensation and workers’ compensation,
except Section 306(c) benefits. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
11e. Gross amount of loss of time insurance benefits and disability insurance benefits,
and life insurance benefits, except the first $5,000 of total death benefit payments. . . . . . . . . . . .
11f. Gifts of cash or property totaling more than $300, except gifts between
members of a household. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
11g. Miscellaneous income and annualized income amount. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Other Income.
13. TOTAL INCOME. Add only the positive income amounts from Lines 4 through 11g and subtract
the amount on Line 12. See Page 3 for income limitations. Enter this amount on Line 23. . . . . . . .
6. Total Benefits from Pension, Annuity, IRA Distributions and Railroad Retirement Tier 2 (Do not
include federal veterans’ disability payments or state veterans’ payments.) . . . . . . . . . . . . . . . . . . .
TOTAL INCOME received by you and your spouse during 2023
CODES
REQUIRED
*
**
(FI)
Claimant’s Birthdate Spouse’s Birthdate
Spouse’s First Name MI
PLEASE WRITE IN YOUR SOCIAL SECURITY NUMBER(S) ABOVE
Last Name First Name MI
First Line of Address
Second Line of Address
State ZIP CodeCity or Post Office
Daytime Telephone Number
2305010056
2305010056
School District CodeCounty Code
Country Code
START
➜
MM/DD/YY
MM/DD/YY
PRINT
NEXT PAGE
TOP OF PAGE
Reset Entire Form
IMPORTANT: FILL IN FORM MUST BE DOWNLOADED ONTO YOUR COMPUTER PRIOR TO COMPLETING
1
2
3
4 5 6
7 8
irs.
gov/e-file-providers/foreign-country-code-listing-
.
Return to Table of Contents 33
revenue.pa.gov
SECTION II
Eligibility Re-
quirements
P or R
Eligibility Requirements
SECTION III
IMPORTANT: All income except Social Security,
SSI, and SSP received by an applicant and
their spouse residing together and showing a
Pennsylvania address must be documented. Proof
of Social Security, SSI, and SSP are not required,
as the Social Security Administration provides the
department with a record of these benets.
PA-1000
Property Tax or Rent
Rebate Claim 03-23
PA Department of Revenue
P.O. Box 280503
Harrisburg PA 17128-0503
OFFICIAL USE ONLY
Spouse’s Social Security NumberYour Social Security Number
Check your label for accuracy. If incorrect, do not use the label. Complete Section I.
Fill in only one oval in each
section.
I
III
II
If Spouse is
Deceased, fill
in the oval.
1. I am filing for a rebate as a:
P. Property Owner – See
instructions
R. Renter – See instructions
B. Owner/Renter – See
instructions
2. I Certify that as of Dec. 31, 2023,
I am (a):
A. Claimant age 65 or older
B. Claimant under age 65,
with a spouse age 65 or
older who resided in the
same household
C. Widow or widower, age
50 to 64
D. Permanently disabled
and age 18 to 64
3.
Filing on behalf of a
decedent
Dollars Cents
4.
5.
6.
8.
7.
9.
11a.
10.
11b.
13.
IMPORTANT: You must submit proof of the income you reported – See the instructions on Pages 7 to 9.
11c.
11d.
11e.
11f.
11g.
12.
2023
4. Social Security, SSI and SSP Income (Total benefits $ divided by 2) . . . . . . . . . .
5. Railroad Retirement Tier 1 Benefits (Total benefits $ divided by 2) . . . . . . . . . . .
8. Gain or Loss on the Sale or Exchange of Property. . . . . . . . . If a loss, fill in this oval. . . . .
7. Interest and Dividend Income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
11a. Salaries, wages, bonuses, commissions, and estate and trust income. . . . . . . . . . . . . . . . . . . . .
12. Claimants with Federal Civil Service Retirement System Benefits enter $9,948 or $19,896.
See the instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
LOSS
9. Net Rental Income or Loss . . . . . . . . . . . . . . . . . . . . . . . . . . . If a loss, fill in this oval. . . . .
10. Net Business Income or Loss . . . . . . . . . . . . . . . . . . . . . . . . . If a loss, fill in this oval. . . . .
LOSS
LOSS
11b. Gambling and Lottery winnings, including PA Lottery winnings, prize winnings and the value
of other prizes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
11c. Value of inheritances, alimony and spousal support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
11d. Cash public assistance/relief. Unemployment compensation and workers’ compensation,
except Section 306(c) benefits. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
11e. Gross amount of loss of time insurance benefits and disability insurance benefits,
and life insurance benefits, except the first $5,000 of total death benefit payments. . . . . . . . . . . .
11f. Gifts of cash or property totaling more than $300, except gifts between
members of a household. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
11g. Miscellaneous income and annualized income amount. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Other Income.
13. TOTAL INCOME. Add only the positive income amounts from Lines 4 through 11g and subtract
the amount on Line 12. See Page 3 for income limitations. Enter this amount on Line 23. . . . . . . .
6. Total Benefits from Pension, Annuity, IRA Distributions and Railroad Retirement Tier 2 (Do not
include federal veterans’ disability payments or state veterans’ payments.) . . . . . . . . . . . . . . . . . . .
TOTAL INCOME received by you and your spouse during 2023
CODES
REQUIRED
*
**
(FI)
Claimant’s Birthdate Spouse’s Birthdate
Spouse’s First Name MI
PLEASE WRITE IN YOUR SOCIAL SECURITY NUMBER(S) ABOVE
Last Name First Name MI
First Line of Address
Second Line of Address
State ZIP CodeCity or Post Office
Daytime Telephone Number
2305010056
2305010056
School District CodeCounty Code
Country Code
START
➜
MM/DD/YY
MM/DD/YY
PRINT
NEXT PAGE
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Reset Entire Form
IMPORTANT: FILL IN FORM MUST BE DOWNLOADED ONTO YOUR COMPUTER PRIOR TO COMPLETING
PTRR Prep Guide Return to Table of Contents34
LINE BY LINE INSTRUCTIONS
(If using myPATH just enter the full amount received and the
applicaon will calculate the amount to report.)
(If using myPATH just enter the full amount received and the
applicaon will calculate the amount to report.)
IMPORTANT: Do not include rollovers from
Individual Retirement Accounts and employer
pensions. However, proof must be provided.
Proof includes, but is not limited to, a federal
Form 1099-R showing a rollover or other
documentation indicating that the distribution
was rolled into a new account.
Return to Table of Contents 35
revenue.pa.gov
NOTE: The total income from old age benet
programs from other countries, such as Service
Canada Old Age Security, must be converted
into U.S. dollars and reported on Line 6.
IMPORTANT: If the applicant received capital
gains distributions from a mutual fund, include
their PA Schedule B or the front page of their
PA tax return to verify the income. If they have
PA tax-exempt interest income, include federal
Form 1040 Schedule B along with a copy of the
front page of their federal tax return. Copies
of the federal Form 1040 Schedule B, PA-40
Schedule A and/or B, any federal Form 1099,
federal Schedule K-1, PA RK- 1 and/or PA NRK-1,
or any other document to verify the amounts
reported must be submitted. This can include a
copy of their PA or Federal income tax return.
PTRR Prep Guide Return to Table of Contents36
LINE BY LINE INSTRUCTIONS
income.
income.
NOTE: An applicant who is a renter receiving
cash public assistance is not eligible for the
rent rebate for the months the assistance was
received. If the applicant received cash public
assistance for the entire year, no application for
rent rebate may be led.
Return to Table of Contents 37
revenue.pa.gov
NOTE: If an applicant’s total income as shown on
Line 13 is over $45,000, they are not entitled to
a rebate.
DETERMINING REBATE AMOUNT
PROPERTY OWNERS
NOTE: Be sure to include the total amount of
property taxes paid for the year when entering
the tax amount on this line or on the rst schedule
that applies, as the amount from Line 14 is also
used to determine if a supplemental rebate will be
paid. The department will calculate and determine
the amount of any supplemental rebate.
RENTERS
PTRR Prep Guide Return to Table of Contents38
LINE BY LINE INSTRUCTIONS
OWNERS/RENTERS
NOTE: Lines 14 and 15 must be completed to
determine the amount of the property tax rebate
allowed. Lines 16, 17, and 18 must be completed to
determine the amount of rent rebate allowed.
DIRECT DEPOSIT
NOTE: If the direct deposit request is to a represen-
tative payee bank account or bank account for
anyone other than the applicant or the applicant’s
spouse (in the case of a joint claim), each application
led requesting payment to that account must
include a copy of the contract, agree ment, or other
document authorizing the payee as the proper
receiver of the applicant’s rebate.
Return to Table of Contents 39
revenue.pa.gov
SECTION IV
Claimant Oath and Signature(s)
NOTE: The Property Tax or Rent Rebate program
is a benet provided to qualifying homeowners
and renters who apply. The Department of
Revenue will not place a lien or judgment on your
property because of a Property Tax/Rent Rebate
paid to you.
SIGNING AS THE PREPARER
SUPPORTING
SCHEDULES
THE PENNSYLVANIA DEPARTMENT OF REVENUE
PTRR Prep Guide Return to Table of Contents42
SUPPORTING SCHEDULES
ORDER OF COMPLETION
IMPORTANT: You must carry forward the last amount shown on the previous schedule when you move on to the
next schedule. Then you will report the amount shown on the last schedule that applies to you on either Line 14
or Line 16 of the PA-1000 application. (If you file via the myPATH application this will automatically calculate.)
PA-1000 Lines 1 – 11f
PA-1000 Lines 11g, 12, & 23
Schedule D (Renter Received Cash Public Assistance)
PA-1000 Lines 20 - 22
Schedule A (Deceased Claimant and Multiple Home Prorations)
Schedule F (Additional Names on Deed or Lease)
Schedule G (Annualization of Income for Deceased Claimant)
Schedule B (Widow or Widower Remarried)
PA-1000 Lines 12 - 19
PA-1000 RC (Rent Certificate)
Schedule E (Business or Rental Use of Personal Residence)
Return to Table of Contents 43
revenue.pa.gov
PA-1000 RC, RENT CERTIFICATE
GENERAL REMINDERS
CORRECT
INCORRECT
NOTE: To assist with processing an application in this situation, enter the appropriate amounts on lines that
don’t have values entered.
contract agreement.
PTRR Prep Guide Return to Table of Contents44
SUPPORTING SCHEDULES
CHANGES IN RENT PAID THROUGHOUT THE YEAR
year.
NOTE: In this situation we don’t need both schedules to be signed by the landlord. Just notate on the
second schedule to see the rst schedule.
Return to Table of Contents 45
revenue.pa.gov
MONTHLY CHARGES OTHER THAN RENT
SUBSIDIES
LANDLORD’S SIGNATURE
UNABLE TO OBTAIN A LANDLORD’S SIGNATURE
IMPORTANT: All gures should be lled in on Lines 1 through 8 of the schedule as well as the rental unit type.
PTRR Prep Guide Return to Table of Contents46
SUPPORTING SCHEDULES
SCHEDULE A, DECEASED CLAIMANT AND/OR MULTIPLE HOME PRORATIONS
OFFICIAL USE ONLY
PA SCHEDULE A
Deceased Claimant and/or
Multiple Home Prorations
2023
PA-1000 A 03-23
PA Department of Revenue
You may make photocopies of this form as needed.
Street address (First Home)
City or Post Office
State ZIP Code
State ZIP Code
Street address (Second Home)
City or Post Office
If you owned, paid the property taxes on and resided in a Pennsylvania located home during 2023, then sold that residence and bought
another Pennsylvania located home, paid the property taxes on and resided in that home for the remainder of the year, fill in the appropriate
dates for each residence. Complete the address and occupancy dates along with Lines 1 through 5 for each home in the applicable columns.
If you owned, paid the property taxes on and resided in a Pennsylvania located home during 2023, then sold the property and moved into a
rental property and paid rent or if you lived in a rental property and paid rent, then bought a Pennsylvania located home, paid the property
taxes and resided in that home for the remainder of the year, complete the address and occupancy dates and complete the information for
the First Home column on Lines 1 through 5 for the portion of the year that you owned your home. You should also complete a PA Rent
Certificate for the portion of the year that you rented a Pennsylvania located rental property. NOTE: If you resided part of the year in a home
located outside PA, do not claim the property tax paid for that period. Enter zero in the appropriate column on Line 1.
Additionally, if a deceased individual owned, paid property taxes on and resided in a Pennsylvania located home during 2023 and died during
the claim year, complete the address and occupancy dates and complete the information for the First Home column for Lines 1 through 5. If
the deceased previously owned another Pennsylvania located home before owning the Pennsylvania located home he or she was living in
preceding death, complete the address and occupancy dates along with Lines 1 through 5 for both columns of the form. If the deceased
resided part of a year outside PA, do not claim the property tax paid for that period. Enter zero in the appropriate column on Line 1. If the
deceased paid property taxes and resided in a Pennsylvania located home during 2023, then sold the property, moved into a rental property
and paid rent; or if the deceased lived in a rental property and paid rent, then bought a Pennsylvania located home, paid the property taxes
and resided in that home for the remainder of his or her life, complete the address and occupancy dates and complete the information for the
First Home column for Lines 1 through 5 for the portion of the year that the deceased owned the home. The surviving spouse, estate or
personal representative claiming the rebate on behalf of the deceased should also complete a PA Rent Certificate for the portion of the year
the deceased rented a Pennsylvania located rental property.
Total taxes paid on Line 1 for the First Home Column includes the amount of property taxes paid by the claimant directly or on the claimant’s
behalf from an escrow account for a claimant that owned the first home as of Jan. 1 of the claim year. For first homes purchased during the
claim year, include the amount of property taxes paid by the claimant directly or on the claimant’s behalf from an escrow account and the total
property taxes, before any pro-rata allocation of the property taxes, from a HUD-1 Closing Statement from the purchase of the property. Total
taxes paid on Line 1 for the Second Home Column includes the amount of property taxes paid by the claimant directly or on the claimant’s
behalf from an escrow account and the total property taxes, before any pro-rata allocation of the property taxes, from a HUD-1 Closing
Statement from the purchase of the property.
Social Security Number
Name as shown on PA-1000
Month Day 2023 until
Month Day 2023
Month Day 2023 until
Month Day 2023
First Home
1. Total property taxes paid on each home. See above instructions. $ $
$
$
$
2. Number of days you or the deceased owned and occupied each home.
3. Percentage of the year that you or the deceased owned and occupied
each home. Divide Line 2 by the number of days in the claim year
(365 or 366). Round to two decimal places.
4. Multiply Line 1 by Line 3.
5. Total property taxes paid. Add Line 4 for both homes. Enter the amount on
Line 14 of your or the deceased’s claim form or the next schedule you or the
deceased must complete.
Second Home
I/The deceased owned and
occupied this home from
I/The deceased owned and
occupied this home from
(Date moved into this home):
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NOTE: If the applicant owned and occupied more than one home as their principal residence, proof of the taxes
paid on each home must be submitted.
Return to Table of Contents 47
revenue.pa.gov
SCHEDULE B, WIDOW OR WIDOWER PRORATIONS
OFFICIAL USE ONLY
You may make photocopies of this form as needed.
Renter SCHEDULE D. Renters who received cash public assistance are not eligible for rebates for those months when they
received that assistance. If you received cash public assistance during any part of
2023
, use this schedule to determine the
amount of rent for which you qualify for a rebate. IMPORTANT: If you received cash public assistance for all of
2023
, you
may not claim a rebate.
1. Total number of months during which you received cash public assistance: 1.
NOTE: If you received cash public assistance for a full year, you may not claim a rebate.
2. Total rent that you paid in 2023 from Line 8 of Schedule RC, or if you
completed Schedule B, enter the result from Line 4 of Schedule B. . . . . . . 2. $
3. Total rent you paid during the months that you received
cash public assistance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3. $
4. Eligible rent paid. Subtract Line 3 from Line 2. Enter this amount on the
next schedule you must complete, or on Line 16 of your claim form. . . . 4. $
Owner/Renter SCHEDULE E. You must complete this schedule if you also used part of your homestead for a purpose other
than your personal residence.
• If you operated a business in part of your home, you must submit a 1040 Schedule C or PA-40 Schedule C.
• If you rented part of your home to others, you must submit a 1040 Schedule E or PA-40 Schedule E.
1. Total property taxes or rent paid on your residence in 2023. Enter the
amount of your total property taxes paid or total rent paid from Line 8 of
Schedule RC, or, if you completed Schedule A, B or D, enter the result
from that schedule. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. $
2. Enter the percentage of your home that you used as your residence
from the chart below. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. . or %
3. Eligible property taxes or rent paid. Multiply Line 1 by Line 2.
Enter this amount on the next schedule you must complete or. . . . . . . . . . . 3. $
a) If an owner, enter the amount on Line 14 of your claim form
b) If a renter, enter the amount on Line 16 of your claim form
____% Other percentage
. ____
20%
0.20
25%
0.25
30%
0.30
33%
0.33
40%
0.40
50%
0.50
67%
0.67
75%
0.75
80%
0.80
90%
0.90
CHART OF PERSONAL
USE PERCENTAGE
Name as shown on PA-1000 Social Security Number
Widow/Widower SCHEDULE B. If you were a widow or widower age 50 to 64 during 2023, and you remarried, use this
schedule to determine the percentage of the year for which you qualify for a Property Tax or Rent Rebate.
Date you remarried: Month / Day / 2023
1. Total property tax or rent that you paid in 2023. If you were an owner and
completed Schedule A, enter the amount from Line 5. If you were a renter,
enter the amount from Line 8 of Schedule RC. . . . . . . . . . . . . . . . . . . . . . . . 1. $
2. Number of days you were a widow or widower during 2023 . . . . . . . . . . . . 2.
3. Percentage of the year you were a widow or widower. Divide Line 2 by
the number of days in the claim year (365 or 366).
Round to two decimal places. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.
4. Eligible property taxes or rent paid. Multiply Line 1 by Line 3. Enter this amount
on the next schedule you must complete or . . . . . . . . . . . . . . . . . . . . . . . . . 4. $
a) If an owner, enter the amount on Line 14 of your claim form.
b) If a renter, enter the amount on Line 16 of your claim form.
PA SCHEDULE B/D/E
Widow or Widower/Public
Assistance/ Business Use Prorations
2023
PA-1000 B/D/E 03-23
PA Department of Revenue
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PTRR Prep Guide Return to Table of Contents48
SUPPORTING SCHEDULES
SCHEDULE D, PUBLIC ASSISTANCE PRORATIONS
NOTE: If a customer received cash public assistance during the application year, they should also include the
Compass Letter issued by DHS.
OFFICIAL USE ONLY
You may make photocopies of this form as needed.
Renter SCHEDULE D. Renters who received cash public assistance are not eligible for rebates for those months when they
received that assistance. If you received cash public assistance during any part of
2023
, use this schedule to determine the
amount of rent for which you qualify for a rebate. IMPORTANT: If you received cash public assistance for all of
2023
, you
may not claim a rebate.
1. Total number of months during which you received cash public assistance: 1.
NOTE: If you received cash public assistance for a full year, you may not claim a rebate.
2. Total rent that you paid in 2023 from Line 8 of Schedule RC, or if you
completed Schedule B, enter the result from Line 4 of Schedule B. . . . . . . 2. $
3. Total rent you paid during the months that you received
cash public assistance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3. $
4. Eligible rent paid. Subtract Line 3 from Line 2. Enter this amount on the
next schedule you must complete, or on Line 16 of your claim form. . . . 4. $
Owner/Renter SCHEDULE E. You must complete this schedule if you also used part of your homestead for a purpose other
than your personal residence.
• If you operated a business in part of your home, you must submit a 1040 Schedule C or PA-40 Schedule C.
• If you rented part of your home to others, you must submit a 1040 Schedule E or PA-40 Schedule E.
1. Total property taxes or rent paid on your residence in 2023. Enter the
amount of your total property taxes paid or total rent paid from Line 8 of
Schedule RC, or, if you completed Schedule A, B or D, enter the result
from that schedule. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. $
2. Enter the percentage of your home that you used as your residence
from the chart below. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. . or %
3. Eligible property taxes or rent paid. Multiply Line 1 by Line 2.
Enter this amount on the next schedule you must complete or. . . . . . . . . . . 3. $
a) If an owner, enter the amount on Line 14 of your claim form
b) If a renter, enter the amount on Line 16 of your claim form
____% Other percentage
. ____
20%
0.20
25%
0.25
30%
0.30
33%
0.33
40%
0.40
50%
0.50
67%
0.67
75%
0.75
80%
0.80
90%
0.90
CHART OF PERSONAL
USE PERCENTAGE
Name as shown on PA-1000 Social Security Number
Widow/Widower SCHEDULE B. If you were a widow or widower age 50 to 64 during 2023, and you remarried, use this
schedule to determine the percentage of the year for which you qualify for a Property Tax or Rent Rebate.
Date you remarried: Month / Day / 2023
1. Total property tax or rent that you paid in 2023. If you were an owner and
completed Schedule A, enter the amount from Line 5. If you were a renter,
enter the amount from Line 8 of Schedule RC. . . . . . . . . . . . . . . . . . . . . . . . 1. $
2. Number of days you were a widow or widower during 2023 . . . . . . . . . . . . 2.
3. Percentage of the year you were a widow or widower. Divide Line 2 by
the number of days in the claim year (365 or 366).
Round to two decimal places. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.
4. Eligible property taxes or rent paid. Multiply Line 1 by Line 3. Enter this amount
on the next schedule you must complete or . . . . . . . . . . . . . . . . . . . . . . . . . 4. $
a) If an owner, enter the amount on Line 14 of your claim form.
b) If a renter, enter the amount on Line 16 of your claim form.
PA SCHEDULE B/D/E
Widow or Widower/Public
Assistance/ Business Use Prorations
2023
PA-1000 B/D/E 03-23
PA Department of Revenue
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2305510055
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Return to Table of Contents 49
revenue.pa.gov
SCHEDULE E, BUSINESS USE PRORATIONS
OFFICIAL USE ONLY
You may make photocopies of this form as needed.
Renter SCHEDULE D. Renters who received cash public assistance are not eligible for rebates for those months when they
received that assistance. If you received cash public assistance during any part of
2023
, use this schedule to determine the
amount of rent for which you qualify for a rebate. IMPORTANT: If you received cash public assistance for all of
2023
, you
may not claim a rebate.
1. Total number of months during which you received cash public assistance: 1.
NOTE: If you received cash public assistance for a full year, you may not claim a rebate.
2. Total rent that you paid in 2023 from Line 8 of Schedule RC, or if you
completed Schedule B, enter the result from Line 4 of Schedule B. . . . . . . 2. $
3. Total rent you paid during the months that you received
cash public assistance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3. $
4. Eligible rent paid. Subtract Line 3 from Line 2. Enter this amount on the
next schedule you must complete, or on Line 16 of your claim form. . . . 4. $
Owner/Renter SCHEDULE E. You must complete this schedule if you also used part of your homestead for a purpose other
than your personal residence.
• If you operated a business in part of your home, you must submit a 1040 Schedule C or PA-40 Schedule C.
• If you rented part of your home to others, you must submit a 1040 Schedule E or PA-40 Schedule E.
1. Total property taxes or rent paid on your residence in 2023. Enter the
amount of your total property taxes paid or total rent paid from Line 8 of
Schedule RC, or, if you completed Schedule A, B or D, enter the result
from that schedule. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. $
2. Enter the percentage of your home that you used as your residence
from the chart below. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. . or %
3. Eligible property taxes or rent paid. Multiply Line 1 by Line 2.
Enter this amount on the next schedule you must complete or. . . . . . . . . . . 3. $
a) If an owner, enter the amount on Line 14 of your claim form
b) If a renter, enter the amount on Line 16 of your claim form
____% Other percentage
. ____
20%
0.20
25%
0.25
30%
0.30
33%
0.33
40%
0.40
50%
0.50
67%
0.67
75%
0.75
80%
0.80
90%
0.90
CHART OF PERSONAL
USE PERCENTAGE
Name as shown on PA-1000 Social Security Number
Widow/Widower SCHEDULE B. If you were a widow or widower age 50 to 64 during 2023, and you remarried, use this
schedule to determine the percentage of the year for which you qualify for a Property Tax or Rent Rebate.
Date you remarried: Month / Day / 2023
1. Total property tax or rent that you paid in 2023. If you were an owner and
completed Schedule A, enter the amount from Line 5. If you were a renter,
enter the amount from Line 8 of Schedule RC. . . . . . . . . . . . . . . . . . . . . . . . 1. $
2. Number of days you were a widow or widower during 2023 . . . . . . . . . . . . 2.
3. Percentage of the year you were a widow or widower. Divide Line 2 by
the number of days in the claim year (365 or 366).
Round to two decimal places. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.
4. Eligible property taxes or rent paid. Multiply Line 1 by Line 3. Enter this amount
on the next schedule you must complete or . . . . . . . . . . . . . . . . . . . . . . . . . 4. $
a) If an owner, enter the amount on Line 14 of your claim form.
b) If a renter, enter the amount on Line 16 of your claim form.
PA SCHEDULE B/D/E
Widow or Widower/Public
Assistance/ Business Use Prorations
2023
PA-1000 B/D/E 03-23
PA Department of Revenue
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SUPPORTING SCHEDULES
SCHEDULE F, MULTIPLE OWNER OR LESSOR PRORATIONS
1. Total property taxes or rent paid on your residence in 2023. Enter the
amount of your total property taxes paid or total rent paid from Line 8
of Schedule RC, or, if you completed Schedule A, B, D or E, enter the
result from that schedule. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1.
$
2. Eligible claimant percentage. Divide the number of owners or renters
that qualify as claimants by the total number of persons listed on the
deed or lease. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.
. or %
3. Eligible property taxes or rent paid. Multiply the amount on Line 1 by the
percentage on Line 2, and enter the result: . . . . . . . . . . . . . . . . . . . . . . . . .
3.
$
a) If an owner, enter the amount on Line 14 of your claim form
b) If a renter, enter the amount on Line 16 of your claim form
Owner/Renter SCHEDULE F. If your deed or lease shows additional names (other than your spouse or minor children)
during 2023, complete this schedule. You must list all owners and renters. If your deed or lease shows more than three names,
make copies of this schedule or make your own schedule.
Claimant’s name Address, if different than claim form Age
Name Address, if different than claim form Age Relationship Social Security No.
Name Address, if different than claim form Age Relationship Social Security No.
OFFICIAL USE ONLY
You may make photocopies of this form as needed.
Owner/Renter SCHEDULE G. Annualized income calculation for owners and renters.
1. Enter the date of death of the claimant: Month / Day / 2023
2. Number of days the claimant lived during the claim year. . . . . . . . . . . . . . . 2.
3. Add the positive amounts from Lines 4 through 11f of your claim form plus
any amount for Line 11g before the calculation of the annualized income
amount and enter the result here. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3. $
4. Enter the result of dividing the days in the claim year (365 or 366) by
Line 2. Round to two decimal places. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.
5. Multiply Line 3 times Line 4. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5. $
6. Subtract Line 3 from Line 5 and enter the result here and include in
Line 11g of the claim form. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6. $
Name as shown on PA-1000 Social Security Number
PA SCHEDULE F/G
Multiple Owner or Lessor
Prorations/ Income Annualization
2023
PA-1000 F/G 03-23
PA Department of Revenue
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Return to Table of Contents 51
revenue.pa.gov
SCHEDULE G, INCOME ANNUALIZATION
1. Total property taxes or rent paid on your residence in 2023. Enter the
amount of your total property taxes paid or total rent paid from Line 8
of Schedule RC, or, if you completed Schedule A, B, D or E, enter the
result from that schedule. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1.
$
2. Eligible claimant percentage. Divide the number of owners or renters
that qualify as claimants by the total number of persons listed on the
deed or lease. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.
. or %
3. Eligible property taxes or rent paid. Multiply the amount on Line 1 by the
percentage on Line 2, and enter the result: . . . . . . . . . . . . . . . . . . . . . . . . .
3.
$
a) If an owner, enter the amount on Line 14 of your claim form
b) If a renter, enter the amount on Line 16 of your claim form
Owner/Renter SCHEDULE F. If your deed or lease shows additional names (other than your spouse or minor children)
during 2023, complete this schedule. You must list all owners and renters. If your deed or lease shows more than three names,
make copies of this schedule or make your own schedule.
Claimant’s name Address, if different than claim form Age
Name Address, if different than claim form Age Relationship Social Security No.
Name Address, if different than claim form Age Relationship Social Security No.
OFFICIAL USE ONLY
You may make photocopies of this form as needed.
Owner/Renter SCHEDULE G. Annualized income calculation for owners and renters.
1. Enter the date of death of the claimant: Month / Day / 2023
2. Number of days the claimant lived during the claim year. . . . . . . . . . . . . . . 2.
3. Add the positive amounts from Lines 4 through 11f of your claim form plus
any amount for Line 11g before the calculation of the annualized income
amount and enter the result here. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3. $
4. Enter the result of dividing the days in the claim year (365 or 366) by
Line 2. Round to two decimal places. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.
5. Multiply Line 3 times Line 4. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5. $
6. Subtract Line 3 from Line 5 and enter the result here and include in
Line 11g of the claim form. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6. $
Name as shown on PA-1000 Social Security Number
PA SCHEDULE F/G
Multiple Owner or Lessor
Prorations/ Income Annualization
2023
PA-1000 F/G 03-23
PA Department of Revenue
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PTRR Prep Guide Return to Table of Contents52
SUPPORTING SCHEDULES
SUBMITTING THE
APPLICATION
THE PENNSYLVANIA DEPARTMENT OF REVENUE
PTRR Prep Guide Return to Table of Contents54
SUBMITTING THE APPLICATION
SUBMITTING THE APPLICATION
Preparing Your Applicaon
Property Tax/Rent Rebate Program
UPLOADING ATTACHMENTS
Documents to Include
IMPORTANT:
Return to Table of Contents 55
revenue.pa.gov
CONFIRMATION
Contacng the Department.
CHANGING AN
APPLICATION
THE PENNSYLVANIA DEPARTMENT OF REVENUE
PTRR Prep Guide Return to Table of Contents58
CHANGING AN APPLICATION
UPDATING/AMENDING APPLICATIONS
SUBMITTING MISSING INFORMATION
FORGOT INFORMATION AT TIME OF FILING
RECEIVED LETTER IN THE MAIL
Responding to
a Leer
myPATH.
pa.gov
Responding to a Leer
1. All attachments must be pdf files.
2. No messages in body of email.
3. No links to shared files.
4. Maximum email file size is 15mb.
5. Information for only one taxpayer per email.
6. A correspondence sheet or copy of department notice is
required for each email attachment.
7. Use “Reason” block checked as email Subject.
8. Multiple emails for one taxpayer labeled using
1 of ___, 2 of ___, 3 of ___, etc. in Subject
9. Redact all SSNs to last four digits.
10. Use Revenue ID or PATH ID if available.
11. Emails without identification information are deleted
without posting to any account.
DEX-93 (EX) 12-23 (FI)
IndIvIdual Taxes
CORResPOndenCe sHeeT
Telephone Number
Name of Sender
IMPORTANT: Please include information for only one taxpayer and one tax year per correspondence sheet. Do not highlight
information on attachments. Please follow these instructions to avoid delays in processing and payment of refunds.
PURPOSE: Use this correspondence sheet to fax or email information (see Email Rules below) to the Bureau of Individual Taxes for
items related to e-File return attachments, responses to department requests for information, billing notices, Bureau of Fraud Detection
and Analysis notices, or Property Tax Rent Rebate notices.
NOTE: If you received a Request for Information, Billing Notice, or ID Theft Request, the department encourages you to submit your
response via myPATH at myPATH.pa.gov. Correspondence submitted via myPATH will post to your account immediately.
Tax Year:
Taxpayer Name (name listed first on return or notice)
Taxpayer Address (including Zip Code)
Taxpayer ID # (FEIN, last four digits of SSN, or notice number)
Required E-File Return Attachments - Military orders, other states’ returns and other information (fax: 717-772-4193
or email: RA-BITPITELFCORFAXES@PA.GOV)
Correspondence for the Bureau of Fraud Detection and Analysis (fax: 717-705-4614 or email: [email protected])
Response to Department Notice for Personal Income Tax
Department Request for Information (fax: 717-783-5823 or email: RA-BITPITHOLDCORFAXE@PA.GOV)
Department Billing Notice (fax:717-705-6236 or email: RA-BITBILLCORFAXES@PA.GOV)
Reason (check applicable box):
Sender Information:
Number of pages sent including correspondence sheet:
This message is intended only for the use of the individual or entity to which it is addressed, and may contain information that is privileged, confidential,
and exempt from disclosure under applicable law. If the reader of this message is not the intended recipient or the employees or agent responsible for
delivering the message to the intended recipient, you are hereby notified that any dissemination, distribution, or copying of this communication is strictly
prohibited. If you have received this communication in error, please notify us immediately by telephone, and return the original message to us at the
above address via the U.S. Postal Service. Thank you.
Message:
To:
If you are providing additional information for Personal Income Tax, please refer to the below:
If you are providing additional information for the Property Tax Rent Rebate, please refer to the below:
Email Rules:
Department request for more information (fax: 717-783-5404 or email: RA-RVBITPTRRF[email protected])
OFFICIAL USE ONLY
START
➜
TYPE MESSAGE HERE
PRINT FORM
Reset Entire Form
IMPORTANT: FILL IN FORM MUST BE DOWNLOADED ONTO YOUR COMPUTER PRIOR TO COMPLETING
CONTACTING
THE DEPARTMENT
THE PENNSYLVANIA DEPARTMENT OF REVENUE
PTRR Prep Guide Return to Table of Contents60
CONTACTING THE DEPARTMENT
CHECKING REBATE STATUS
WHERE’S MY REBATE ONLINE
myPATH.pa.gov Rebates
Where’s my Rebate?
WHERE’S MY REBATE OVER THE PHONE
Return to Table of Contents 61
revenue.pa.gov
OBTAINING A COPY OF THE APPLICATION
COPIES OF ELECTRONICALLY FILED APPLICATIONS
Find a SubmissionmyPATH.pa.gov
Addional ServicesFind a Submission
Submit
Print
corner.
PTRR Prep Guide Return to Table of Contents62
CONTACTING THE DEPARTMENT
RESPONDING TO A LETTER
USING myPATH
myPATH.pa.govRespond to a Leer
Addional Services
FILE FORMATS SUPPORTED
OTHER
IMPORTANT: Documents submitted through the
fax or email listed above must be converted to
a PDF format. Also, a copy of the letter should
be included with the submission to ensure the
information is attached to the correct account.
NOTE: The Find a Submission option cannot be
used to check the status of a response to a letter
submitted through the Respond to a Letter feature.
If an applicant calls either the Customer Experience
Center or automated phoneline, we will not be able
to provide a status on a submission until it is posted
in our system.
RESOURCES
THE PENNSYLVANIA DEPARTMENT OF REVENUE
PTRR Prep Guide Return to Table of Contents64
RESOURCES
revenue.pa.gov/ptrr.
REVENUE411 VIDEOS
Filing a PA-1000 Property
Tax/Rent Rebate Application
Where’s My Rebate
Responding to a Letter
https://youtu.be/3p-UnjCNpXM
https://youtu.be/dIO3rg3gNiE
https://www.youtube.com/watch?v=Qb_hx6cGI-g
PTRR FORMS ORDERING
myPATH.pa.gov
SPANISH FORMS
revenue.pa.gov/ptrr
Rebates
HOW TO OBTAIN FORMS
myPATH.pa.gov
revenue.pa.gov/ptrr
Return to Table of Contents 65
revenue.pa.gov
PTRR FORMS GUIDE
revenue.pa.gov/ptrr
myPATH.pa.gov.
FORM DESCRIPTIONS
PA-1000
PA-1000 Booklet (ESPAÑOL)
PA-1000 Schedule F/G
PA-1000 Schedule A
DEX-41
PA-1000 Booklet
PA-1000 Schedule B/D/E
PA-1000 RC
PA-1000 PS
REV-65
PTRR application form
Pennsylvania Property Tax or Rent Rebate Program Instruction
Booklet – Spanish Version
(F) Used to prorate taxes or rent when more than one eligible person
is on the deed or lease
(G) Used to annualize income of deceased applicants
Used if applicant owned more than one home or passed away during
the application year.
Application for Property Tax/Rent Rebate due the Decedent
Pennsylvania Property Tax or Rent Rebate Program Instruction Booklet
(B) Used if applicant was a widow or widower age 50 to 64 and
remarried during the application year
(D) Used when renter receives cash public assistance
(E) Used when part of the homestead was for purposes other than
residential such as an in-home business or rental income.
Rent Certificate and Rental Occupancy Affidavit. (This is required for
all renters.)
Physician’s Statement of Permanent and Total Disability
Board of Appeal Petition Form
REV-1903 PTRR Checklist will go here when available.
TABLES AND
DISTRICT OFFICES
THE PENNSYLVANIA DEPARTMENT OF REVENUE
PTRR Prep Guide Return to Table of Contents68
TABLES AND DISTRICT OFFICES
ADAMS 01
Bermudian Springs ................................01110
Conewago Valley
.................................. 0116 0
Faireld Area
......................................... 01305
Gettysburg Area
.................................... 01375
Littlestown Area..................................... 01520
Upper Adams
........................................ 01852
ALLEGHENY 02
Allegheny Valley .................................... 02060
Avonworth
............................................. 02075
Baldwin Whitehall
.................................. 02110
Bethel Park
............................................ 02125
Brentwood Borough
.............................. 02145
Carlynton
.............................................. 02160
Chartiers Valley
..................................... 02175
Clairton City
........................................... 02190
Cornell
................................................... 02210
Deer Lakes
............................................02225
Duquesne City
.......................................02250
East Allegheny
......................................02280
Elizabeth Forward
................................. 02315
Fort Cherry
............................................ 63240
Fox Chapel Area
...................................02391
Gateway
................................................ 02410
Hampton Township
................................02460
Highlands
.............................................. 02475
Keystone Oaks
......................................02500
McKeesport Area
..................................02600
Montour
................................................02630
Moon Area
............................................. 02634
Mount Lebanon
.....................................02640
North Allegheny
....................................02685
Northgate
..............................................02687
North Hills
..............................................02690
Penn Hills
..............................................02735
Penn-Trafford
........................................ 65710
Pine-Richland
........................................ 02100
Pittsburgh
.............................................. 02745
Plum Borough
........................................ 02750
Quaker Valley
........................................ 02775
Riverview
...............................................02820
Shaler Area
...........................................02830
South Allegheny
....................................02865
South Fayette Township
........................ 02870
South Park
............................................. 02875
Steel Valley
............................................02883
Sto-Rox
.................................................02885
Upper Saint Clair Township...................02920
West Allegheny
.....................................02940
West Jefferson Hills
..............................02955
West Mifin Area
...................................02960
Wilkinsburg Borough
............................. 02980
Woodland Hills
......................................02990
ARMSTRONG 03
Allegheny Clarion Valley .......................16030
Apollo-Ridge
.........................................03060
Armstrong
.............................................. 03085
Freeport Area
........................................03305
Karns City Area
..................................... 10360
Kiski Area
..............................................65440
Leechburg Area
.....................................03450
Redbank Valley
.....................................16800
BEAVER 04
Aliquippa Borough ................................ 04050
Ambridge Area
......................................04070
Beaver Area
.......................................... 04120
Big Beaver Falls Area
........................... 04150
Blackhawk
............................................. 04160
Central Valley
........................................04200
Ellwood City Area
..................................37200
Freedom Area
.......................................04285
Hopewell Area
....................................... 04410
Midland Borough
...................................04530
New Brighton Area
................................04565
Riverside Beaver County
......................04585
Rochester Area
.....................................04690
South Side Area
.................................... 04740
Western Beaver County
........................04930
BEDFORD 05
Bedford Area ......................................... 05100
Chestnut Ridge
..................................... 05150
Claysburg-Kimmel
................................. 07150
Everett Area
..........................................05300
Northern Bedford County
...................... 05600
Tussey Mountain
...................................05800
BERKS 06
Antietam ................................................06050
Boyertown Area
.....................................06075
Brandywine Heights Area
.....................06085
Conrad Weiser Area
.............................. 0 6110
Daniel Boone Area
................................ 06150
Exeter Township
.................................... 06200
Fleetwood Area
.....................................06250
Governor Mifin
..................................... 06300
Hamburg Area
.......................................06350
Kutztown Area
.......................................06400
Muhlenberg Township
..........................06550
Oley Valley
............................................06650
Reading
.................................................06700
Schuylkill Valley
.....................................06750
Tulpehocken Area
.................................06800
Twin Valley............................................. 06810
Upper Perkiomen
..................................46860
Wilson
.................................................... 06910
Wyomissing
...........................................06935
BLAIR 07
Altoona Area ......................................... 07050
Bellwood Antis
....................................... 07100
Claysburg-Kimmel
................................. 07150
Hollidaysburg Area
................................07350
Spring Cove
........................................... 07750
Tyrone Area
........................................... 07800
Williamsburg Community
......................07900
BRADFORD 08
Athens Area ...........................................08050
Canton Area
.......................................... 08100
Northeast Bradford County
..................08300
Sayre Area
............................................08600
Towanda Area
.......................................08650
Troy Area
...............................................08665
Wyalusing Area
.....................................08900
BUCKS 09
Bensalem Township .............................. 09100
Bristol Borough
...................................... 09130
Bristol Township
.................................... 09135
Centennial
.............................................09200
Central Bucks
........................................ 09210
Council Rock
.........................................09235
Easton Area
...........................................48330
Morrisville Borough
...............................09720
Neshaminy
............................................09750
New Hope Solebury
..............................09760
North Penn
............................................46570
Palisades
...............................................09800
Pennridge
.............................................. 09810
Pennsbury
.............................................09820
Quakertown Community
.......................09840
Souderton Area
..................................... 46710
BUTLER 10
Allegheny Clarion Valley .......................16030
Butler Area
............................................ 10125
Freeport Area
........................................03305
Karns City Area
..................................... 10360
Mars Area
.............................................. 10500
Moniteau
................................................10535
Seneca Valley
....................................... 10790
Slippery Rock Area
............................... 10750
South Butler County
.............................. 10780
CAMBRIA 11
Blacklick Valley ...................................... 110 60
Cambria Heights
....................................11120
Central Cambria
.....................................11130
Conemaugh Valley
.................................11140
Ferndale Area........................................ 1120 0
Forest Hills
............................................ 11220
Glendale
................................................ 17300
Greater Johnstown
................................ 11250
Northern Cambria
................................. 11450
Penn Cambria
....................................... 11600
Portage Area
......................................... 11630
Richland
................................................ 11650
Westmont Hilltop
................................... 11850
Windber Area
........................................ 56910
CAMERON 12
Cameron County ................................... 12270
CARBON 13
Hazleton Area .......................................40330
Jim Thorpe Area
....................................13500
Lehighton Area
...................................... 13550
Palmerton Area
..................................... 13650
Panther Valley
.......................................13660
Weatherly Area
.....................................13900
CENTRE 14
Bald Eagle Area .................................... 1410 0
SCHOOL DISTRICT CODE SCHOOL DISTRICT CODE SCHOOL DISTRICT CODE
Return to Table of Contents 69
revenue.pa.gov
Bellefonte Area ....................................... 14110
Keystone Central
...................................18360
Penns Valley Area
................................. 14700
Philipsburg-Osceola Area
..................... 17700
State College Area
................................ 14800
Tyrone Area
........................................... 07800
CHESTER 15
Avon Grove ............................................ 15050
Coatesville Area
.................................... 15190
Downingtown Area
................................ 15200
Great Valley
...........................................15350
Kennett Consolidated
............................15400
Octorara Area
........................................15650
Owen J. Roberts
...................................15660
Oxford Area
........................................... 15670
Phoenixville Area
.................................. 15720
Spring-Ford Area
..................................46730
Tredyffrin Easttown
............................... 15780
Twin Valley............................................. 06810
Unionville-Chadds Ford
........................15850
West Chester Area
................................ 15900
CLARION 16
Allegheny Clarion Valley .......................16030
Armstrong
.............................................. 03085
Clarion Area
.......................................... 16120
Clarion-Limestone Area
........................ 16170
Keystone
................................................16650
North Clarion County
............................ 16750
Redbank Valley
.....................................16800
Union
.....................................................16900
CLEARFIELD 17
Cleareld Area ...................................... 17100
Curwensville Area
................................. 17180
Dubois Area........................................... 17200
Glendale
................................................ 17300
Harmony Area
...................................... 17350
Moshannon Valley
................................ 17500
Philipsburg-Osceola Area
.................... 17700
Purchase Line
.......................................32730
West Branch Area
................................. 17900
CLINTON 18
Jersey Shore Area ................................ 41400
Keystone Central
...................................18360
West Branch Area
................................. 17900
COLUMBIA 19
Benton Area .......................................... 19100
Berwick Area
..........................................19110
Bloomsburg Area
.................................. 19120
Central Columbia
.................................. 19150
Millville Area
..........................................19500
Mount Carmel Area
............................... 49510
North Schuylkill
.....................................54500
Southern Columbia Area
...................... 19750
CRAWFORD 20
Conneaut ............................................... 20103
Corry Area
............................................. 25145
Crawford Central
................................... 20135
Jamestown Area
...................................43360
Penncrest
.............................................. 20470
Titusville Area
........................................ 61720
Union City Area
..................................... 25910
CUMBERLAND 21
Big Spring ..............................................21050
Camp Hill
............................................... 21100
Carlisle Area
...........................................21110
Cumberland Valley
................................ 21160
East Pennsboro Area
............................ 21250
Mechanicsburg Area
............................. 21650
Shippensburg Area
............................... 21800
South Middleton
.................................... 21830
West Shore
............................................ 21900
DAUPHIN 22
Central Dauphin .................................... 22140
Derry Township
..................................... 22175
Halifax Area
...........................................22250
Harrisburg City
......................................22275
Lower Dauphin
......................................22400
Middletown Area
...................................22600
Millersburg Area
.................................... 22610
Steelton Highspire
................................. 22800
Susquehanna Township
........................ 22830
Susquenita
............................................50600
Upper Dauphin Area
.............................22900
Williams Valley
......................................54880
DELAWARE 23
Chester Upland ..................................... 23123
Chichester
............................................. 23130
Garnet Valley
......................................... 23410
Haverford Township
..............................23450
Interboro
................................................ 23510
Marple Newtown
...................................23550
Penn-Delco
...........................................23690
Radnor Township
.................................. 23760
Ridley
..................................................... 23770
Rose Tree Media
................................... 23790
Southeast Delco
.................................... 23840
Springeld
.............................................23850
Unionville-Chadds Ford
........................15850
Upper Darby
..........................................23945
Wallingford Swarthmore
.......................23960
West Chester Area
................................ 15900
William Penn
.........................................23965
ELK 24
Brockway Area ...................................... 33070
Forest Area
............................................27200
Johnsonburg Area
.................................24350
Kane Area
.............................................42230
Ridgway Area
........................................24600
Saint Marys Area...................................24800
ERIE 25
Corry Area ............................................. 25145
Erie City
................................................. 25260
Fairview
.................................................25330
Fort Leboeuf
.......................................... 25355
General McLane....................................25390
Girard.....................................................25405
Harbor Creek
......................................... 25435
Iroquois
..................................................25655
Millcreek Township
................................ 25760
North East
.............................................25830
Northwestern
......................................... 25850
Union City Area
..................................... 25910
Wattsburg Area
..................................... 25970
FAY ET TE 26
Albert Gallatin Area ...............................26030
Belle Vernon Area
.................................65060
Brownsville Area
...................................26080
Connellsville Area
................................. 26130
Frazier
...................................................26290
Laurel Highlands
...................................26400
Southmoreland
......................................65750
Uniontown Area
..................................... 26800
FOREST 27
Forest Area ............................................ 27200
FRANKLIN 28
Chambersburg Area .............................. 28130
Fannett-Metal
........................................28200
Greencastle-Antrim
............................... 28300
Shippensburg Area
............................... 21800
Tuscarora
..............................................28600
Waynesboro Area
.................................28900
FULTO N 29
Central Fulton ........................................ 29130
Forbes Road
..........................................29230
Southern Fulton
..................................... 29750
GREENE 30
Carmichaels Area ................................. 30130
Central Greene
...................................... 30140
Jefferson-Morgan
..................................30350
Southeastern Greene
............................ 30650
West Greene
.........................................30850
HUNTINGDON 31
Huntingdon Area ................................... 31250
Juniata Valley
........................................ 31280
Mount Union Area
................................. 31600
Southern Huntingdon County
............... 31750
Tussey Mountain
...................................05800
Tyrone Area
........................................... 07800
INDIANA 32
Apollo-Ridge .........................................03060
Armstrong
.............................................. 03085
Blairsville-Saltsburg
.............................. 32110
Harmony Area
....................................... 17350
Homer Center
........................................ 32330
Indiana Area
.......................................... 32370
Marion Center Area
............................... 32520
Penns Manor Area
................................32630
Punxsutawney Area
..............................33800
Purchase Line
.......................................32730
United
....................................................32800
JEFFERSON 33
Brockway Area ...................................... 33070
Brookville Area
......................................33080
Clarion-Limestone Area
........................ 16170
SCHOOL DISTRICT CODE SCHOOL DISTRICT CODE SCHOOL DISTRICT CODE
PTRR Prep Guide Return to Table of Contents70
TABLES AND DISTRICT OFFICES
Dubois Area........................................... 17200
Punxsutawney Area
..............................33800
JUNIATA 3 4
Greenwood ............................................ 50300
Juniata County
......................................34360
LACK AWANNA 35
Abington Heights ................................... 35030
Carbondale Area
................................... 35130
Dunmore
................................................35220
Forest City Regional
..............................58300
Lackawanna Trail
..................................66500
Lakeland
................................................35460
Mid Valley
..............................................35550
North Pocono
........................................35650
Old Forge
..............................................35660
Riverside
...............................................35700
Scranton City
......................................... 35740
Valley View
............................................35840
LANCASTER 36
Cocalico................................................. 36130
Columbia Borough
................................ 36150
Conestoga Valley
.................................. 36170
Donegal
.................................................36220
Eastern Lancaster County
....................36230
Elizabethtown Area
...............................36240
Ephrata Area
.........................................36260
Hempeld
.............................................. 36310
Lampeter-Strasburg
..............................36360
Lancaster
............................................... 36400
Manheim Central
...................................36440
Manheim Township
...............................36450
Octorara Area
........................................15650
Penn Manor
........................................... 36520
Pequea Valley
.......................................36530
Solanco
.................................................36700
Warwick
.................................................36900
LAWRENCE 37
Blackhawk ............................................. 04160
Ellwood City Area
..................................37200
Laurel..................................................... 37400
Mohawk Area
........................................37500
Neshannock Township
.......................... 37520
New Castle Area
................................... 37530
Shenango Area
..................................... 37620
Union Area
............................................37700
Wilmington Area
.................................... 37800
LEBANON 38
Annville-Cleona ..................................... 38030
Cornwall-Lebanon
................................. 38130
Eastern Lebanon County
......................38230
Lebanon.................................................38460
Northern Lebanon
.................................38500
Palmyra Area
.........................................38530
LEHIGH 39
Allentown City .......................................39030
Bethlehem Area
.................................... 48100
Catasauqua Area
.................................. 39130
East Penn
..............................................39230
Northern Lehigh
....................................39450
Northwestern Lehigh
............................. 39460
Parkland
................................................ 39510
Salisbury Township
...............................39560
Southern Lehigh
....................................39570
Whitehall-Coplay
...................................39780
LUZERNE 40
Berwick Area ..........................................19110
Crestwood
............................................. 40140
Dallas
..................................................... 40160
Greater Nanticoke Area
........................40260
Hanover Area
........................................40300
Hazleton Area
.......................................40330
Lake-Lehman
........................................40390
Northwest Area
.....................................40600
Pittston Area
.......................................... 40660
Wilkes-Barre Area
................................. 40885
Wyoming Area
....................................... 40920
Wyoming Valley West
...........................40930
LYCOMING 41
Canton Area .......................................... 08100
East Lycoming
....................................... 41200
Jersey Shore Area
................................ 41400
Loyalsock Township
.............................. 41420
Montgomery Area
................................. 41500
Montoursville Area
.................................41510
Muncy
.................................................... 41530
South Williamsport Area
........................41610
Southern Tioga
......................................59700
Wellsboro Area
...................................... 59850
Williamsport Area
.................................. 41720
MCKEAN 42
Bradford Area ........................................ 42080
Kane Area
.............................................42230
Oswayo Valley
....................................... 53750
Otto-Eldred
............................................42600
Port Allegany
......................................... 42630
Smethport Area
..................................... 42750
MERCER 43
Commodore Perry ................................. 43130
Crawford Central
................................... 20135
Farrell Area
............................................43250
Greenville Area
.....................................43280
Grove City Area
.....................................43290
Hermitage
.............................................. 43330
Jamestown Area
...................................43360
Lakeview
................................................43390
Mercer Area
..........................................43500
Reynolds................................................43530
Sharon City............................................43560
Sharpsville Area
.................................... 43570
West Middlesex Area
............................ 43750
Wilmington Area
.................................... 37800
MIFFLIN 44
Mifin County ........................................44460
Mount Union Area
................................. 31600
MONROE 45
East Stroudsburg Area ..........................45200
Pleasant Valley
......................................45520
Pocono Mountain
..................................45540
Stroudsburg Area
..................................45600
MONTGOMERY 46
Abington ................................................46030
Boyertown Area
.....................................06075
Bryn Athyn Borough
............................. 46050
Cheltenham Township
........................... 46130
Colonial
................................................. 46160
Hatboro-Horsham
.................................46360
Jenkintown
............................................46380
Lower Merion.........................................46450
Lower Moreland Township
....................46460
Methacton
..............................................46530
Norristown Area
....................................46560
North Penn
............................................46570
Perkiomen Valley
.................................. 46610
Pottsgrove
.............................................46630
Pottstown
............................................... 46640
Souderton Area
..................................... 46710
Springeld Township
............................. 46720
Spring-Ford Area
..................................46730
Upper Dublin
.........................................46830
Upper Merion Area
................................ 46840
Upper Moreland Township
....................46850
Upper Perkiomen
..................................46860
Wissahickon
..........................................46930
MONTOUR 47
Danville Area ......................................... 47180
Warrior Run
...........................................49800
NORTHAMPTON 48
Bangor Area ..........................................48080
Bethlehem Area
.................................... 48100
Catasauqua Area
.................................. 39130
Easton Area
...........................................48330
Nazareth Area
.......................................48480
Northampton Area
................................. 48490
Northern Lehigh
....................................39450
Pen Argyl Area
......................................48560
Saucon Valley........................................48600
Wilson Area
...........................................48860
NORTHUMBERLAND 49
Danville Area ......................................... 47180
Line Mountain
........................................ 49350
Milton Area
............................................49500
Mount Carmel Area
............................... 49510
Shamokin Area
......................................49650
Shikellamy
.............................................49660
Southern Columbia Area
...................... 19750
Warrior Run
...........................................49800
PERRY 50
Fannett-Metal ........................................ 28200
Greenwood
............................................ 50300
Newport
.................................................50400
Susquenita
............................................50600
West Perry
............................................. 50800
PHILADELPHIA 51
Philadelphia City ................................... 51500
SCHOOL DISTRICT CODE SCHOOL DISTRICT CODE SCHOOL DISTRICT CODE
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SCHOOL DISTRICT CODE SCHOOL DISTRICT CODE SCHOOL DISTRICT CODE
PIKE 52
Delaware Valley.....................................52200
East Stroudsburg Area
..........................45200
Wallenpaupack Area
.............................64830
POTTER 53
Austin Area ............................................ 53030
Coudersport Area.................................. 53130
Galeton Area
.........................................53280
Keystone Central
...................................18360
Northern Potter
.....................................53550
Oswayo Valley
....................................... 53750
Port Allegany
......................................... 42630
SCHUYLKILL 54
Blue Mountain .......................................54080
Hazleton Area
.......................................40330
Mahanoy Area
.......................................54450
Minersville Area
.....................................54470
North Schuylkill
.....................................54500
Panther Valley
.......................................13660
Pine Grove Area
.................................... 54600
Pottsville Area
....................................... 54610
Saint Clair Area
.....................................54680
Shenandoah Valley
............................... 54720
Schuylkill Haven Area
...........................54730
Tamaqua Area
....................................... 54760
Tri -Valley
................................................54780
Williams Valley
.....................................54880
SNYDER 55
Midd-West .............................................55500
Selinsgrove Area
................................... 55710
SOMERSET 56
Berlin Brothersvalley ............................. 56100
Conemaugh Township Area
.................. 56180
Meyersdale Area
...................................56520
North Star
.............................................. 56550
Rockwood Area
..................................... 56630
Salisbury-Elk Lick
..................................56700
Shade-Central City
...............................56720
Shanksville-Stonycreek
........................ 56740
Somerset Area
......................................56770
Turkeyfoot Valley Area
..........................56840
Windber Area
........................................ 56910
SULLIVAN 57
Sullivan County .....................................57630
SUSQUEHANNA 58
Blue Ridge ............................................. 58100
Elk Lake
................................................. 58250
Forest City Regional
..............................58300
Montrose Area
....................................... 58450
Mountain View
....................................... 58460
Susquehanna Community
.....................58650
TIOGA 59
Canton Area .......................................... 08100
Galeton Area
.........................................53280
Northern Tioga
......................................59600
Southern Tioga
......................................59700
Wellsboro Area
...................................... 59850
UNION 60
Lewisburg Area .....................................60400
Mifinburg Area
.....................................60500
Milton Area
............................................49500
Warrior Run
...........................................49800
VENANGO 61
Allegheny Clarion Valley .......................16030
Cranberry Area
..................................... 61130
Forest Area
............................................27200
Franklin Area
......................................... 61220
Oil City Area
.......................................... 61620
Penncrest
.............................................. 20470
Titusville Area
........................................ 61720
Valley Grove
.......................................... 61860
WARREN 62
Corry Area ............................................. 25145
Titusville Area
........................................ 61720
Warren County
......................................62830
WASHINGTON 63
Avella Area ............................................63050
Bentworth
..............................................63090
Bethlehem-Center
................................. 63100
Brownsville Area
...................................26080
Burgettstown Area
................................ 63120
California Area
...................................... 63150
Canon-McMillan
.................................... 63170
Charleroi
................................................ 63180
Chartiers-Houston
................................. 63190
Fort Cherry
............................................ 63240
McGuffey
...............................................63390
Peters Township
.................................... 63650
Ringgold
................................................63700
Trinity Area
............................................63800
Washington
...........................................63880
WAYNE 64
Forest City Regional ..............................58300
North Pocono
........................................35650
Susquehanna Community
.....................58650
Wallenpaupack Area
.............................64830
Wayne Highlands
..................................64870
Western Wayne
.....................................64890
WESTMORELAND 65
Belle Vernon Area .................................65060
Blairsville-Saltsburg
.............................. 32110
Burrell
.................................................... 65070
Derry Area
............................................. 65160
Franklin Regional
..................................65260
Greater Latrobe
..................................... 65310
Greensburg Salem
................................65320
Hempeld Area
.....................................65380
Jeannette City
....................................... 65 410
Kiski Area
..............................................65440
Leechburg Area
.....................................03450
Ligonier Valley
.......................................65490
Monessen City
......................................65580
Mount Pleasant Area
.............................65590
New Kensington-Arnold
........................65630
Norwin ...................................................65650
Penn-Trafford
........................................ 65710
Southmoreland
.....................................65750
Yough
....................................................65890
WYOMING 66
Elk Lake ................................................. 58250
Lackawanna Trail
..................................66500
Lake-Lehman
........................................40390
Tunkhannock Area
................................66750
Wyalusing Area
.....................................08900
Wyoming Area
....................................... 40920
YORK 67
Central York ........................................... 67130
Dallastown Area
.................................... 67160
Dover Area
............................................ 67180
Eastern York
..........................................67220
Hanover Public
...................................... 67280
Northeastern
......................................... 67440
Northern York County
........................... 67460
Red Lion Area
.......................................67550
South Eastern........................................ 67620
South Western
.......................................67640
Southern York County
...........................67650
Spring Grove Area
................................ 67670
West Shore
............................................ 21900
West York Area
.....................................67850
York City
................................................67900
York Suburban.......................................67940
PTRR Prep Guide Return to Table of Contents72
TABLES AND DISTRICT OFFICES
PA DEPARTMENT OF REVENUE DISTRICT OFFICES
NOTE: Please call ahead to verify a district ofce’s address and its services. Visit the department’s website at
revenue.pa.gov for more information. Taxpayer assistance hours are from 8:30 AM to 5:00 PM.
ERIE
HARRISBURG
READING
SCRANTON
PROPERTY TAX/RENT REBATE
PREPARATION GUIDE
