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Pennsylvania Tax Calculator

The Pennsylvania (PA) Tax Calculator is updated for the 2026/27 tax year. Pennsylvania applies a flat-rate state income tax and many municipalities levy a local earned income tax. This tool estimates your PA state tax, local add-ons, federal income tax, Social Security, and Medicare to show take-home pay.

Quick Access Tools

Quick Pennsylvania Tax Calculator

Enter income and filing status, then select Calculate. Use tabs to add itemized details, dependents, retirement deferrals, withholdings, and local earned income tax or Philadelphia wage tax if applicable.

Input key: F Used in Federal tax calculations S Used in State tax calculations

Quick Tax Calculation Detailed Tax Calculation
Filing Information Quick Inputs Income Details Deductions & Adjustments State Options IRA, Pensions & Annuities Withholdings

Filing Information

Set your filing status, dependants and personal details so the calculator can apply the correct Federal and State rules.

Quick Inputs

Provide a summary of your income and deductions to calculate your Federal and State tax position quickly.

Income Details

Enter the specific types of income that contribute to your Federal Adjusted Gross Income.

For Schedule B

Deductions & Adjustments

Deductions & Adjustments

Include any adjustments to income that reduce your Federal/State Adjusted Gross Income.

State Options

Some states apply local income taxes in addition to State tax. Enter your local rate if it applies.

IRA, Pensions & Annuities

Enter the details for your retirement contributions and income sources, which are used to compute values on **Form 8606**. This includes contributions to traditional IRAs, 529 savings plans, and rollovers, as well as income from rental properties, farms, unemployment, and other sources. Additionally, provide information on any disaster-related distributions or IRA rollovers you’ve made, and enter your capital gain distributions if applicable. These inputs are essential for accurately calculating your total retirement-related income and determining your tax liabilities or benefits, specifically regarding IRA deductions and distributions as outlined in **Form 8606**.

Withholdings

Enter withheld amounts to calculate refund or balance due.

How to Calculate Income Tax in Pennsylvania for 2026/27

  1. Enter gross income and any adjustments.
  2. Choose your filing status.
  3. Click Calculate to view PA state tax, local tax (if used), federal taxes, FICA/Medicare, and take-home pay.

Advanced Options

  • Add a local earned income tax or Philadelphia wage tax rate in the Local Taxes tab.
  • Model IRA/401(k) deferrals and other pre-tax benefits.
  • Enter withholdings (federal, state, Medicare, Social Security, local) to project refund or balance.
  • Include dependents and child-related credits where applicable.

Related Calculators

Common Pennsylvania Forms & Schedules

Browse the key Pennsylvania (PA) tax forms used for filing and managing individual income tax obligations. These include the PA-40 Income Tax Return, supporting schedules for interest, dividends, business income, and deductions, as well as forms for tax forgiveness, estimated payments, and employee withholding adjustments. Together, these forms ensure accurate reporting, compliance, and access to Pennsylvania-specific tax benefits for residents and part-year filers.

Additional Resources

Frequently Asked Questions

Quick answers for Pennsylvania filers: flat-rate state tax, local earned income taxes, withholdings, and dependents.

What is Form PA-40?

Form PA-40 is the Pennsylvania Individual Income Tax Return used by residents, part-year residents, and nonresidents to report taxable income and claim credits or deductions.

Can I amend to claim a refund?

Yes, if withholding or estimated payments exceeded revised liability.

Does PA tax long-term capital gains?

Yes—PA taxes “net gains from the sale, exchange, or disposition of property.” This wage page doesn’t include capital gains; model them with Schedule D.

What rate does Pennsylvania use?

Pennsylvania has a flat personal income tax rate of 3.07 % for all taxable income.

Where do I enter the exclusion amount?

You do not enter it separately; if fully excluded, you simply omit the gain from your PA-40. Partial exclusions must be shown on Schedule 19.

Important Notes

All calculations are estimates for guidance only. Always review your return and consider professional advice when submitting official filings.