Pennsylvania Publishes Updated Annual Withholding Reconciliation Statement and Instructions

Paul Ogawa
November 6, 2017

Pennsylvania recently released an updated version of Form REV-1667R, Annual Withholding Reconciliation Statement with Instructions. This form is filed with W-2 and 1099 information sent to the Pennsylvania DOR for the purposes of annual reconciliation of submitted records.

The biggest change to the updated form is its title: the previous iteration of REV-1667R was known as the W-2 Transmittal Reconciliation. The new updated form is known as the Annual Withholding Reconciliation Statement, which is a more accurate description of the forms’ purpose.

Other than the title change, there are two changes of note: one to the instructions, and one to the form itself.

  • The instructions add the term “distribution” when referencing amounts subject to Pennsylvania withholding. This grants additional clarity and accounts for payment types reported on forms such as the 1099-R.
  • The form has changed by removing Part III (For Media Reporting) from the previous version and retitled the entire section “Annual Withholding Reconciliation Statement”, reserving the space for business name and address.

To review this form in its entirety, please visit the Pennsylvania DOR website by clicking here.

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Author

Paul Ogawa

Paul Ogawa is a Senior Regulatory Counsel at Sovos Compliance. As part of the Regulatory Analysis team, his main areas of focus are state and federal tax withholding, the Affordable Care Act (ACA), and Canadian tax information reporting. Prior to Sovos, Paul worked as a litigation attorney in Boston area law firms, representing clients in insurance subrogation claims, family law matters, and employment disputes. Paul is a member of the Massachusetts Bar, earned his B.A. from Brandeis University and his J.D. from the Suffolk University Law School.
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