Instructions And Definitions For Filing Final Return For Local Earned Income Tax printable pdf download

BERK EARNED INCOME TAX BUREAU

2008 TAXPAYER INSTRUCTIONS AND WORKHEET

FOR FILING ASSISTANCE PLEASE CALL 610-372-8439

WHO MUST FILE - Every individual who is a legal resident of the following School Districts, regardless of age,

having eared income from Jan. 1 thr Dec. 31: Antietam, Brandywine Heights Area, Conrad Weiser Area, Daniel

Boone Area, Exeter Township, Fleetwood Area, Governor Miffln, Hamburg Area, Kutztown Area, Muhlenberg,

Oley Valley, Schuylkil Valley, Tulpehocken Area, Wilson and Wyomissing Area. The return shall be filed with

this Bureau by April 15, 2009, declarng all eared income. Par year residents SEE * BELOW. If no income was

eared, the tax return must be mailed back indicating your status on line 7, i.e.: "Retired", "Student", "Disabled",

"Public Assistance", etc. If

you fied Federal Form 4868 Application for Extension, send us a copy along with your

estimated payment by April 15,2009.

** Union Township residents see "Special Rate Instructions".

Par-year Residents: Declare only the earnings and tax withheld while residing within our taxing

jurisdiction.

Note: Non-taxable income (do not use) includes: social securty benefits; pensions; alimony receipts; sickness or

disability benefits from insurance; capital gains or losses; active duty military payor bonuses; income from

stocks or trusts; rent from "investment" ownership; death benefits; proceeds from life insurance policies;

gifts and bequests; interest; dividends; public assistance; unemployment compensation; subchapter "s" net

profits; gambling winnings; clergy housing allowance (declared on W2); and meals and lodging for your

employer's convenience.

2008 TAXPAYER WORKSHEET

(FOR TAXPAYERS RECORDS ONLY DO NOT FILE WORKSHEET)

Earned Income from enclosed W-2s

Less allowable unreimbursed employee business expenses from enclosed P A DE

Losses from business, farm, profession, etc.

Subtotal (line 1 minus line 2 minus line 3) not less than zero

Other Earned Income

Net profits from business, far, profession, etc.

Total Earned Income (add lines 4,5 & 6)

Total

local income tax 1 % (line 7 x .01) ** Union Township residents see Spec. Instrctions

Enter total

1 % tax withheld as shown on W-2s

Estimated payments

Out-of-State credit Philadelphia tax credit

Total credits (add line 9 and line 10)

If line 8 is larger than line 11, enter unpaid balance

If line 11 is larger than line 8, enter refund

Interest and Penalty

Pay balance due (line 12 plus line 14)

(Do Not Round Oft)

(SI I RI VI RSI SIDI )

Instructions And Definitions For Filing Final Return For Local Earned Income Tax