A renewal letter has been sent to all 2022 Fall Donors to request their confirmation to donate again in 2023. PLEASE DO NOT SEND A CHECK WITH THIS RENEWAL LETTER. Our charity does ask that you confirm by August 15, 2023 that you wish to make an EITC donation for 2023 this fall when the EITC award letters arrive. The letter you received has your donation amount and the school you sent to in 2022. If you need to change the donation amount or your address or anything else then please make the change and send back to us before August 15, 2023. If you have no changes please still confirm with us that you intend to donate Fall 2023. If you do not intend to donate in 2023 please let us know so we can add a new donor from our waiting list.
2022 EITC SPE Donor Tax Refunds
PA Department of Revenue has received all 1123 forms for all SPE's in March 2023. A recent changed in how they wanted 1123's to be sent was made and new 1123 forms by award letter was sent in June 2023. As in the past most refunds are held until approximately July 2023 and then processing begins on these refunds as all the 1123 Forms and DCED Master list of tax credits are matched by the PA Department of Revenue and assigned to individual accounts. This should happen automatically and refunds should be sent between July and September 2023.
2023 EITC tax notices
Due to the changes mentioned above and because of the 60 window the PA Department of Revenue uses to process refunds there may be an EITC tax notice sent to you. You can go on MYPATH as a taxpayer or a tax preparer and upload your K-1 and 1123 packet sent to you in February in response to the notice or you can contact our charity for assistance. The "billing notice" requires a simple response on MYPATH so your refund can be restarted. A tax assessment requires a PA-65 appeal form be filed and a response sent to MYPATH. Due to the changes mentioned above there may be more tax notices this year than normal. PA Department of Revenue is just making sure your EITC tax credit gets applied properly and nothing is wrong.
Should you refund be delayed past September then you have a problem that needs action. Otherwise your refund should be processed as long as you reply to any notice or automatically when the PA Department of Revenue assigns a human to review and verify your PA EITC SPE tax credit for 2022. These changes were made by PA Department of Revenue to make the program work better and to streamline the MYPath process so hopefully in the future refunds can be issued sooner.
New donors are added by our charity on a first come first serve basis. We still have room on our wait list for this fall. When school starts in September thru when award letters are filled in November we may or may not be able to get you in our 2023 EITC SPE program so get those joinders completed and back to us. Any new donor that can not be in our 2023 EITC SPE program will automatically be added to our Spring 2024 new donor program with donations due in March 2024.
Thank you for your patience with the refund process and the renewal process. Our charity is here all summer and fall to help you and we really appreciate all of your support for the EITC SPE tax credit program we administer on your school's behalf.