The Pennsylvania Board of Finance and Revenue (BFR) granted relief to the taxpayers in their personal income tax dispute on Jan. 29, 2026. The taxpayers had filed a joint 2022 Pennsylvania tax return, which the Department of Revenue (DOR) subsequently adjusted, resulting in an assessment of additional tax, penalties, and interest. The taxpayers contested the DOR’s adjustments, particularly regarding the inclusion of certain pass-through income, which they argued had already been properly reported and taxed at the trust level through a 2020m family trust. The BFR found that the taxpayers provided sufficient evidence to support their claim that the DOR …
