D 40B Form – Fill Out and Use This PDF

The D 40B form, officially known as the "Nonresident Request for Refund," is orchestrated by the Government of the District of Columbia to facilitate refund requests by nonresidents who had DC tax erroneously withheld from their wages or who qualify for specific exemptions. Essential for individuals who do not reside in DC but had DC tax withheld, this comprehensive form requires careful documentation, including withholding statements and, if applicable, DD Form 2058 for military spouse exemption. To streamline the process of claiming your rightfully owed refund, review and attach all requisite documents as indicated, ensuring accuracy in the completion of each section.

To proceed with your refund request efficiently, click the button below to fill out the D 40B form with all necessary attachments.

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D 40B Form PDF Details

Every year, countless individuals navigate the complexities of tax filing, each with their unique circumstances dictating the forms and documentation required. Among these, the D-40B form stands out for a specific group: nonresidents who have had taxes withheld in the District of Columbia (DC) but are seeking a refund. The form, provided by the government of the District of Columbia for the 2020 tax year, facilitates this process in a fill-in format, highlighting its emphasis on clarity and efficiency. It calls for personal details like your Taxpayer Identification Number (TIN), contact information, and a declaration of either commuting from a domiciliary state to work in DC or being a military spouse with a different state of legal residence. Additionally, the form requires the listing of any real property owned in DC, details of DC income tax withheld, estimated payments, and the preferred method of refund—direct deposit, ReliaCard, or paper check. The inclusion of withholding statements or DD Form 2058 for military spouses is crucial for processing. Signatures at the end of the form underlie the seriousness of the declaration, making clear the legal implications of the information provided. This form exemplifies a critical tool for individuals navigating their tax obligations while not residing in the District, aiming to streamline the process of reclaiming erroneously withheld taxes.

Question	Answer
Form Name	D 40B Form
Form Length	2 pages
Fillable?	No
Fillable fields	0
Avg. time to fill out	30 sec
Other names	D-40B, taxable, D-40EZ, Washington

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STAPLE W-2s AND OTHER WITHHOLDING STATEMENTS HERE STAPLE OTHER REQUESTED DOCUMENTS IN UPPER LEFT BEHIND THIS FORM

Government of the	2020	D-40B Nonresident	200401110002
Government of the
District of Columbia
		Request for Refund

This is a FILL-IN format. Please do not handwrite any data on this form other than your signature.

Personal information

OFFICIAL USE ONLY

Your first name

M.I. Last name

Vendor ID#0002

Your Taxpayer Identification Number (TIN)

Your date of birth (MMDDYYYY)

Daytime phone number

Current mailing address (number, street and suite/apartment number if applicable)

City	State	Zip Code + 4


Country or U.S. commonwealth/U.S. territory

Review categories A - B below and attach your withholding statements and/or DD Form 2058, JAN 2018. Indicate the state in the boxes below.

A.Commuter/Domiciliary State Exemption: I declare that during the taxable year shown above I either commuted on a daily basis from my place of residence to work in the District of Columbia (DC) or I was a domiciliary or legal resident of the state listed and my only income from sources within DC was from wages and salaries, which are subject to taxation by (enter the 2 letter state abbreviation for your domiciliary or legal state of residency). I did not maintain a place of abode in DC for a total of more than 183 days. (see instructions). DC tax was erroneously withheld from salary and wages paid to me by my employer.

B.Military spouse exemption: If your non-resident military spouse was in the armed services during 2020, and you are not a DC resident or elected to use the same residence as your non-resident military spouse, enter the state of domicile declared on DD Form 2058. You must complete and attach a copy of DD Form 2058, JAN 2018 with the D-40B.

C.List the type and location of any DC real property you own.

Type of property Address (number, street and suite/apartment number if applicable)

Refund request		Round cents to nearest dollar. If amount is zero, leave line blank.

1.	DC income tax withheld Attach copies of your withholding statements.	1	$	.00
2.	2020 DC estimated income tax payments	2	$	.00
2.	2020 DC estimated income tax payments	2	$	.00

3.	Refund request Add Lines 1 and 2.	3	$	.00

Will the refund go to an account outside the US?

Yes

See instructions.

Refund Options: For information on the tax refund card and program limitations, see instructions or visit our website MyTax.DC.gov

Mark one refund choice:

Direct Deposit or

ReliaCard (see instructions) or

Paper Check

Direct Deposit If you want your refund deposited in your bank account, fill in type of account

checking

savings and enter the routing number and account

number below.

Routing Number

Account Number

Fill inif you agree to receive your 1099-G Income Tax Refund Statement electronically (see instructions).

Third party designee To authorize another person to discuss this return with OTR, fill in here						and enter the name and phone number of that person. See instructions.
Designee’s name						Phone number
Designee’s name						Phone number

Signature Under penalties of law, I declare that I have examined this request and any attached statements and, to the best of my knowledge, they are correct.

Your signatureDatePreparer’s signature

Preparer’s Tax Identification Number (PTIN)

Revised 04/20

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This PDF form needs some specific details; in order to ensure accuracy and reliability, you need to pay attention to the following recommendations:

1. Before anything else, when completing the taxable, beging with the page that includes the subsequent blanks:

2. When the last part is finished, you need to include the needed details in E R E H S T N E M E T A T S G N D, from my place of residence to work, B Military spouse exemption If, C List the type and location of, Address number street and, Address number street and, Refund request, DC income tax withheld Attach, DC estimated income tax payments, Refund request Add Lines and, Will the refund go to an account, Yes, See instructions, Round cents to nearest dollar If, and Refund Options For information on so you can go further.

It is possible to get it wrong when filling out your Will the refund go to an account, hence make sure that you go through it again before you'll send it in.

3. Through this part, examine Signature Under penalties of law I, Your signature, Date, Preparers signature, Revised, and Preparers Tax Identification. Each one of these are required to be completed with utmost precision.

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D 40B Form – Fill Out and Use This PDF

D 40B Form PDF Details

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