IT-540-WEB Form PDF Details

The IT-540 2D form embodies a crucial document for Louisiana residents during the tax filing season, delineating a comprehensive structure for tax calculations, declarations, and potential refunds. Designed for the 2013 tax year, it serves various filing statuses, including single, married filing jointly, married filing separately, head of household, and qualifying widow(er), ensuring a personalized approach to tax obligations. It succinctly captures taxpayer details such as Social Security numbers, dates of birth, and contact information, paving the way for an accurate tax filing process. Exemptions due to age, blindness, and dependents are accounted for, directly impacting the tax calculation. The form meticulously details the financial aspects, from adjusted gross income to itemized or standard deductions, thereby clarifying federal income adjustments relevant for state tax purposes. Both nonrefundable and refundable tax credits are distinguished, encompassing child care, education, and specific Louisiana tax credits, illustrating the state's approach to reduce the tax burden while incentivizing societal contributions. Furthermore, the form addresses payment contributions, overpayments, and the option to direct a portion of the refund to specific funds, emphasizing taxpayer autonomy and philanthropy. Finally, penalties for underpayment or late filings are also considered, encapsulating the comprehensive nature of tax obligations and the importance of timely and accurate submissions.

QuestionAnswer
Form NameIT-540-WEB Form
Form Length17 pages
Fillable?Yes
Fillable fields382
Avg. time to fill out26 min 54 sec
Other namesIT540 2D(2013) 2013 10 21 template it 540 online form

Form Preview Example

it-540-2d (Page 1 of 4)

2013 Louisiana Resident - 2d

DEV ID

Name

Change

Decedent

Filing

Spouse

Decedent

Amended

Return

NOL

Carryback

Taxpayer DOB

FiLinG status: Enter the appropriate number in the iling status box. It must agree with your federal return.

Spouse DOB

6eXeMPtions:

Taxpayer SSN

Spouse SSN

Telephone

Enter a “1” in box if single.

Enter a “2” in box if married iling jointly.

Enter a “3” in box if married iling separately.

Enter a “4” in box if head of household.

If the qualifying person is not your dependent, enter name here.

Enter a “5” in box if qualifying widow(er).

6A

X Yourself

65 or

older

6B

Spouse

65 or

older

 

 

Blind

Blind

Qualifying

Widow(er) Total of

6A & 6B

6C dePendents – Enter dependent information below. If you have more than 6 dependents, attach a statement to your return with the

required information. Enter the total number from Federal Form 1040A, Line 6c, or Federal Form 1040, Line 6c.

 

6C

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

dependent First and Last name

social security number

 

Relationship to you

Birth date (mm/dd/yyyy)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

6D totaL eXeMPtions – Total of 6A, 6B, and 6C

6d

6459

it-540-2d (Page 2 of 4)

Social Security Number

if you are not required to ile a federal return, indicate wages here.

Mark this box and enter zero “0” on Lines 7 through 16.

 

FEDERAL ADJUSTED GROSS INCOME – If your Federal Adjusted Gross

From Louisiana

7

Schedule E,

Income is less than zero, enter “0.

 

attached

 

 

8A FEDERAL ITEMIZED DEDUCTIONS

8B FEDERAL STANDARD DEDUCTION

8C EXCESS FEDERAL ITEMIZED DEDUCTIONS – Subtract Line 8B from Line 8A.

9FEDERAL INCOME TAX – If your federal income tax has been decreased by a federal disaster credit allowed by IRS, complete Schedule H and mark box.

10YOUR LOUISIANA TAX TABLE INCOME – Subtract Lines 8C and 9 from Line 7. If less than zero, enter “0.”

11YOUR LOUISIANA INCOME TAX

7

8a

8B

8C

9

10

11

nonReFundaBLe taX CRedits

12A FEDERAL CHILD CARE CREDIT

12B 2013 LOUISIANA NONREFUNDABLE CHILD CARE CREDIT

12C AMOUNT OF LOUISIANA NONREFUNDABLE CHILD CARE CREDIT CARRIED FORWARD FROM 2009 THROUGH 2012

12D 2013 LOUISIANA NONREFUNDABLE SCHOOL READINESS CREDIT

5

4

3

2

12E AMOUNT OF LOUISIANA NONREFUNDABLE SCHOOL READINESS CREDIT CARRIED FORWARD FROM 2009 THROUGH 2012

13 EDUCATION CREDIT

14OTHER NONREFUNDABLE TAX CREDITS – From Schedule G, Line 11

15TOTAL NONREFUNDABLE TAX CREDITS – Add Lines 12B through 14.

16ADJUSTED LOUISIANA INCOME TAX – Subtract Line 15 from Line 11. If the result is less than zero, or you are not required to ile a federal return, enter zero “0.”

17 CONSUMER USE TAX

No use tax due.

Amount from the Consumer Use

Tax Worksheet, Line 2.

 

 

12a

12B

12C

12d

12e

13

14

15

16

17

18 TOTAL INCOME TAX AND CONSUMER USE TAX - Add Lines 16 and 17.

18

 

6460

it-540-2d (Page 3 of 4)

ReFundaBLe taX CRedits

19 2013 LOUISIANA REFUNDABLE CHILD CARE CREDIT

19A Enter the qualiied expense amount from the Refundable Child Care Credit Worksheet, Line 3.

19B Enter the amount from the Refundable Child Care Credit Worksheet, Line 6.

20 2013 LOUISIANA REFUNDABLE SCHOOL READINESS CREDIT

5

4

3

2

21 EARNED INCOME CREDIT

22 LOUISIANA CITIZENS INSURANCE CREDIT

23 OTHER REFUNDABLE TAX CREDITS – From Schedule F, Line 7

Social Security Number

19

19a

19B

20

21

22

23

PayMents

24aMount oF Louisiana taX WitHHeLd FoR 2013 – attach Forms W-2 and 1099.

25AMOUNT OF CREDIT CARRIED FORWARD FROM 2012

26AMOUNT OF ESTIMATED PAYMENTS MADE FOR 2013

27AMOUNT PAID WITH EXTENSION REQUEST

28TOTAL REFUNDABLE TAX CREDITS AND PAYMENTS – Add Lines 19 and 20 through 27. Do not include amounts on Lines 19A and 19B.

29OVERPAYMENT – If Line 28 is greater than Line 18, subtract Line 18 from Line 28. Otherwise, enter zero “0” on Lines 29 through 35 and go to Line 36.

30UNDERPAYMENT PENALTY – If you are a farmer, check the box.

adJusted oveRPayMent – If Line 29 is greater than Line 30, subtract Line 30 from Line 29 and enter the

31result here. If Line 30 is greater than Line 29, enter zero “0” on Lines 31 through 35, subtract Line 29 from Line 30, and enter the balance on Line 36.

32TOTAL DONATIONS – From Schedule D, Line 26

24

25

26

27

28

29

30

31

32

ReFund due

33 SUBTOTAL – Subtract Line 32 from Line 31. This amount of overpayment is available for credit or refund.

34 AMOUNT OF LINE 33 TO BE CREDITED TO 2014 INCOME TAX

 

CRedit

AMOUNT TO BE REFUNDED – Subtract Line 34 from Line 33.

 

 

35 Enter a “1” in box if you want to receive your refund on a MyRefund Card.

ReFund

Enter a “2” in box if you want to receive your refund by paper check.

 

Enter a “3” in box if you want to receive your refund by direct deposit and complete

 

information below. If information is unreadable, you will receive your refund on a

 

MyRefund Card.

 

 

 

if you do not make a refund selection, you will receive your refund on a MyRefund Card.

 

diReCt dePosit inFoRMation:

 

 

 

 

 

Will this refund be forwarded to a inancial

type:

Checking

Savings

institution located outside the United States?

Routing

 

 

Account

 

Number

 

 

Number

 

33

34

35

YesNo

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it-540-2d (Page 4 of 4)

aMounts due Louisiana

36AMOUNT YOU OWE – If Line 18 is greater than Line 28, subtract Line 28 from Line 18 and enter the balance here.

37additionaL donation to tHe MiLitaRy FaMiLy assistanCe Fund

38additionaL donation to tHe CoastaL PRoteCtion and RestoRation Fund

Social Security Number

36

37

38

39

additionaL donation to Louisiana CHaPteR oF tHe nationaL MuLtiPLe sCLeRosis soCiety Fund

39

40 additionaL donation to Louisiana Food Bank assoCiation

41additionaL donation to tHe snaP FRaud and aBuse deteCtion and PRevention Fund

42INTEREST

43DELINQUENT FILING PENALTY

44DELINQUENT PAYMENT PENALTY

45UNDERPAYMENT PENALTY – If you are a farmer, check the box.

46 BALANCE DUE LOUISIANA – Add Lines 36 through 45.

Pay tHis aMount.

40

41

42

43

44

45

46

do not send CasH.

Status

Contribution and Donation

I declare that I have examined this return, and to the best of my knowledge, it is true and complete. Declaration of paid preparer is based on all available information. If I made a contribution to the START Savings Program, I consent that my Social Security Number may be given to the Louisiana Office of Student Financial Assistance to properly identify the START Savings Program account holder. If married filing jointly, both Social Security Numbers may be submitted. I understand that by submitting this form I authorize the disburse- ment of individual income tax refunds through the method as described on Line 35.

Your Signature

Date

Signature of paid preparer other than taxpayer

Spouse’s Signature (If filing jointly, both must sign.)

Date

Telephone number of paid preparer

Date

Name

Address

 

 

 

 

 

 

 

Field

 

 

 

 

 

individual income tax Return

 

Flag

 

 

 

Calendar year return due 5/15/2014

Mail to:

 

 

 

 

 

 

 

 

 

 

 

 

FoR oFFiCe use onLy

 

 

 

 

 

 

 

 

 

 

 

 

Social Security Number, PTIN, or

 

 

 

 

 

 

 

 

 

 

 

Department of Revenue

FEIN of paid preparer

sPeC

 

 

 

 

 

 

 

 

 

 

 

Code

6462

Social Security Number

sCHeduLe d – 2013 DONATION SCHEDULE

Individuals who ile an individual income tax return and have overpaid their tax may choose to donate all or part of their overpayment shown on Line 31 of Form IT-540-2D to the organizations or funds listed below. Enter on Lines 2 through 25, the portion of the overpay- ment you wish to donate. The total on Line 26 cannot exceed the amount of your overpayment on Line 31 of Form IT-540-2D.

1adjusted overpayment - From IT-540-2D, Line 31

donations oF Line 1

 

2

the Military Family assistance

2

Fund

 

 

3

Coastal Protection and

3

Restoration Fund

 

 

4

snaP Fraud and abuse detection

4

and Prevention Fund

 

 

5

The START Program

5

6

Wildlife Habitat and Natural Heritage

6

Trust Fund

 

 

7

Louisiana Cancer Trust Fund

7

8

Louisiana Animal Welfare

8

Commission

 

 

9

National Lung Cancer Partnership

9

10

Louisiana Chapter of the National

10

Multiple Sclerosis Society Fund

 

 

11

Louisiana Food Bank Association

11

 

Louisiana Bicentennial Commission

 

12

and Battle of New Orleans

12

 

Bicentennial Commission

 

13

Make-A-Wish Foundation of the

13

Texas Gulf Coast and Louisiana

 

 

 

 

 

1

 

14

Louisiana Association of United

14

Ways/LA 2-1-1

 

 

15

Center of Excellence for Autism

15

Spectrum Disorder

 

 

16

Alliance for the Advancement of

16

End of Life Care

 

 

17

American Red Cross

17

18

New Opportunities Waiver Fund

18

19

Friends of Palmetto Island State

19

Park

 

 

20

Dreams Come True, Inc.

20

21

Louisiana Coalition Against

21

Domestic Violence, Inc.

 

 

22

Decorative Lighting on the

22

Crescent City Connection

 

 

23

Operation and Maintenance of

23

the New Orleans Ferries

 

 

24

Louisiana National Guard Honor

24

Guard for Military Funerals

 

 

25

Bastion Community of Resilience

25

26

TOTAL DONATIONS – Add Lines 2 through 25. This amount cannot be more than Line 1. Also, enter this

 

amount on Form IT-540-2D, Line 32.

26

 

6463