To qualify for an Income-based Wage Tax refund, you must pay Philadelphia Wage Tax and meet certain income eligibility requirements based on federal filing status and number of dependents. If you’re eligible, you may receive a refund for some of the Wage Tax you paid during the year.
Use these forms to request (or “petition”) a refund for Wage Taxes based on your income and household size. We may contact you if we need more information.
Please return these forms using the postal service to the address printed on them. Because this form contains confidential information, please do not submit it by email. Email is not a secure way of sending confidential information.
Do not complete or mail this petition if you do not have a PA Schedule SP 40.
Both residents and non-residents residents can use this form to request a refund for Wage Tax amounts you paid, if you're eligible for income-based reductions.
Agencias de la ciudad y grupos comunitarios pueden usar este folleto para crear conciencia sobre el Reembolso del Impuestos al Salario para trabajadores de bajos ingresos.