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.
| Question | Answer |
|---|---|
| Form Name | IT-540-WEB Form |
| Form Length | 17 pages |
| Fillable? | Yes |
| Fillable fields | 382 |
| Avg. time to fill out | 26 min 54 sec |
| Other names | IT540 2D(2013) 2013 10 21 template it 540 online form |
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
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
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
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
6461
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
1adjusted overpayment - From
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 |
13 |
||
Texas Gulf Coast and Louisiana |
|||
|
|
||
|
|
|
1 |
|
|
14 |
Louisiana Association of United |
14 |
|||
Ways/LA |
|||||
|
|
||||
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 |
26 |
||
|
6463