Get 459b

Filling out the 459b online can streamline the process of managing estimated personal income tax accounts in Pennsylvania. This guide provides clear and comprehensive steps to assist you in completing the form accurately and efficiently.

Follow the steps to fill out the 459b online.

1. Click ‘Get Form’ button to obtain the form and access it in the online editor.
2. In Part 1, identify the type of transfer you are applying for by filling in the appropriate oval. You can choose from transferring from a joint account to separate accounts, from separate accounts to a joint account, for a deceased taxpayer, or for divorced or separated taxpayers.
3. In Part 2, document the payments for transfer. Indicate the tax year, date, and amount of each estimated payment made under the social security number from which you want the payments transferred. If you're filing jointly but have separate accounts, be sure to fill out the details for the individual from whom the payments are being transferred.
4. Ensure accuracy in the third column where required information about the amount to be transferred is shown. Complete the corresponding information for the other columns as necessary, including the total to remain in the account and the total amount to be transferred.
5. Part 3 requires both spouses to sign and date the form. Confirm that all information provided is true and authorize the Pennsylvania Department of Revenue to apply the estimated payments or credits as indicated.
6. If applicable, complete Part 4, which includes the preparer’s, surviving spouse’s, or executor’s oath. Sign, print your name or company name, and include the date and daytime telephone number.
7. Once you have filled out all necessary sections of the form, save your changes. You may print the document, download it for your records, or share it as needed before mailing it to the PA Department of Revenue.

Complete the 459b form online to ensure your estimated payments and credits are transferred correctly.