This document contains official instructions for Form REV-1649 Schedule O, Deferral/Election of Spousal Trusts - a form released and collected by the Pennsylvania Department of Revenue. An up-to-date fillable Form REV-1649 Schedule O is available for download through this link.
Q: What is Form REV-1649 Schedule O?
A: Form REV-1649 Schedule O is a Pennsylvania tax form used for deferral or election of spousal trusts.
Q: What is a spousal trust?
A: A spousal trust is a type of trust that is set up for the benefit of a surviving spouse.
Q: What is deferral/election of spousal trusts?
A: Deferral/election of spousal trusts refers to the option of deferring or electing the taxation of income earned by the trust.
Q: When is Form REV-1649 Schedule O required?
A: Form REV-1649 Schedule O is required when there is a deferral or election of spousal trusts.
Instruction Details:
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