Dc Form D 40B PDF Details

The D-40B form is an essential document for many people who have income related to the District of Columbia but do not consider it their state of residence. This form, issued by the Government of the District of Columbia for the year 2020, serves a specific purpose: to request a refund for taxes that were mistakenly withheld or to clarify tax exemptions related to nonresidency. At the core of its requirements, it asks for personal details such as name, Taxpayer Identification Number (TIN), date of birth, and contact information, ensuring that the refund process is tailored to the individual. Two critical exemptions highlighted in the form, the Commuter/Domiciliary State Exemption and the Military spouse exemption, address the unique situations of those commuting to DC for work from another state and spouses of military members claiming a domicile outside of DC, respectively. Additionally, the form seeks information regarding any real property owned within DC, laying the groundwork for accurately assessing one's tax obligations related to such property. The detailed instructions for tax withholding and estimated tax payments encapsulate the procedure for requesting a refund, rounding off cents to the nearest dollar to simplify the process. Moreover, it outlines the options for receiving the refund, including direct deposits, tax refund cards (ReliaCard), or paper checks, alongside provisions for electing electronic delivery of the 1099-G Income Tax Refund Statement. Importantly, it underscores the legal responsibility of the filer to ensure the accuracy and completeness of the information provided, underlining the seriousness with which this process is treated. The D-40B form is therefore not just a bureaucratic necessity but a critical tool for ensuring fair tax treatment of nonresidents engaged in financial activities within the District of Columbia.

QuestionAnswer
Form NameDc Form D 40B
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namesdc tax form d40b, 40b d, dc refund request, d40b

Form Preview Example

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*

 

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)

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

 

 

 

 

 

 

 

3.

Refund request Add Lines 1 and 2.

3

$

 

.00

Will the refund go to an account outside the US?

 

 

Yes

 

 

No

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

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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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Be mindful while filling in this form. Make sure that each blank field is done properly.

1. The dc tax form d 40b needs specific details to be typed in. Make certain the next fields are filled out:

dc refund request writing process described (stage 1)

2. The next part is usually to submit the next few fields: 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.

dc refund request completion process shown (stage 2)

3. This next stage is generally straightforward - complete every one of the form fields in Third party designee To authorize, and enter the name and phone, Phone number, Signature Under penalties of law I, Your signature, Date, Preparers signature, Revised, and Preparers Tax Identification in order to complete this process.

Filling out part 3 in dc refund request

Be really attentive when filling in Preparers signature and Preparers Tax Identification, as this is the section in which a lot of people make some mistakes.

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