Form Tc 40A PDF Details

The Tax Form TC-40A, outlined in its comprehensive revision as of December 2013, serves as a crucial supplement to the main Utah Income Tax return. This form facilitates the detailed reporting of various financial adjustments, categorized into additions and subtractions from income, alongside the declaration of both apportionable and non-apportionable nonrefundable credits, and the enumeration of refundable credits. Specifically designed for residents of Utah, it accommodates the nuanced financial situations of taxpayers by allowing them to report additional income not included on the standard form, subtract certain types of income to accurately reflect taxable income, and claim a wide array of tax credits. Credits available range from those for specific savings accounts, educational plans, and health benefit plans, to credits for renewable energy systems and employment of veterans. Part 1 of the form focuses on additions to income, which might include lump sum distributions, contributions to certain savings accounts, and other specific income types previously excluded or deducted. Part 2 provides a platform for taxpayers to subtract income related to U.S. government obligations, certain retirement and Native American income, among other items, ensuring a fair assessment of taxable income. Parts 3 and 4 distinguish between nonrefundable credits that can be apportioned based on specific qualifications and those that cannot, covering a vast area of tax incentives. Lastly, Part 5 lists refundable credits, offering taxpayers potential reductions in their net tax liability or increases in their refunds for qualifying expenses. While the form appears complex, it embodies the state’s tax system's attention to detailed accounting, aiming to ensure equitable tax calculations for all residents.

QuestionAnswer
Form NameForm Tc 40A
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namestc 40a utah state tax form 2009 tc 40a

Form Preview Example

40304

Income Tax Supplemental Schedule

TC-40A

Rev. 12/13

 

 

 

Your last name

Your social security number

 

 

 

 

 

Part 1 - Additions to Income (write the code and amount of each addition to income, see insructions)

Code

Code

Code

Amount

51Lump sum distribution

53Medical Savings Account (MSA) addback*

54Utah Educational Savings Plan (UESP) addback *

55Reimbursed adoption expenses *

*To the extent previously deducted or credited on Utah return

56Child's income excluded from parent's return

57Municipal bond interest

60Untaxed income of a resident trust

61Untaxed income of a nonresident trust

69Equitable adjustments - attach explanation

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.00

.00

.00

.00

Total additions to income (add all additions to income and enter total here and on TC-40, line 5)

Part 2 - Subtractions from Income (write the code and amount of each subtraction from income, see instructions)

.00

Code

 

Code

Code

Amount

71

Interest from U. S. Government Obligations

78 Railroad retirement income

 

 

77

Native American income

 

79 Equitable adjustments - attach explanation

 

.00

Tribe

 

 

 

Your enrollment number

82 Nonresident active duty military pay

 

 

 

Code

 

.00

85State tax refund distributed to beneficiary

 

 

 

88 Nonresident military spouse income

 

 

.00

Spouse's enrollment number

 

 

 

 

 

 

 

 

 

 

 

Code

 

 

.00

.00

Total subtractions from income (add all subtractions and enter total here and on TC-40, line 8)

Part 3 - Apportionable Nonrefundable Credits (write the code and amount of each nonrefundable credit, see instructions)

Code

Code

Code

Amount

04 Capital gain transactions credit

22

Medical Care Savings Account (MSA) credit

 

 

 

18 Retirement tax credit (attach TC-40C)

23

Health benefit plan credit

 

 

 

 

 

 

20 Utah Educational Savings Plan (UESP) credit

24

Qualifying solar project credit

 

 

 

26Gold and silver coin sale credit

.00

.00

.00

.00

.00

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Total apportionable nonrefundable credits (add all credits and enter total here and on TC-40, line 24)

.00

 

 

 

 

 

Part 4 - Nonapportionable Nonrefundable Credits (write the code and amount of each nonrefundable credit, see instructions)

 

Code

01At-home parent credit

02Qualified sheltered workshop credit Name

05Clean fuel vehicle credit

06Historic preservation credit

07Enterprise zone credit

08Low-income housing credit

10Recycling market dev. zone credit

Code

Code

Amount

12Research activities credit

13Carryover of mach./equip. research credit

17 Tax paid to another state (attach TC-40S)

19Live organ donation expenses credit

21Renewable residential energy systems credit

25Combat related death credit

27 Veteran employment tax credit

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Total nonapportionable nonrefundable credits (add all Part 4 credits and enter total here and on TC-40, line 26)

Submit this page ONLY if data entered

Attach completed schedule to your 2013 Utah Income Tax return

.00

 

 

Continued - Income Tax Supplemental Schedule

TC-40A

40305

Rev. 12/13

 

 

 

Your last name

Your social security number

 

 

 

 

 

 

 

Part 5 - Refundable Credits (write the code and amount of each refundable credit, see instructions)

Code

Code

Code

Amount

39

Renewable commercial energy systems

47

Agricultural off-highway gas/undyed diesel

 

 

 

40

Targeted business tax credit

48

Farm operation hand tools

 

 

 

 

 

 

41Special needs adoption credit

Total refundable credits (add all refundable credits and enter total here and on TC-40, line 38)

Submit this page ONLY if data entered

Attach completed schedule to your 2013 Utah Income Tax return

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How to Edit Form Tc 40A Online for Free

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Step 1: Firstly, open the tool by pressing the "Get Form Button" in the top section of this site.

Step 2: After you launch the PDF editor, you will find the document prepared to be filled in. Aside from filling out various blanks, you can also perform various other actions with the Document, including putting on any textual content, editing the original textual content, adding images, signing the document, and much more.

When it comes to blanks of this particular form, here is what you need to know:

1. Firstly, once completing the Form Tc 40A, start in the page containing subsequent blank fields:

Find out how to complete Form Tc 40A portion 1

2. Once your current task is complete, take the next step – fill out all of these fields - Code Capital gain transactions, Code Medical Care Savings Account, Code, Amount, Retirement tax credit attach TCC, Health benefit plan credit, Utah Educational Savings Plan, UESP, credit, Qualifying solar project credit, Gold and silver coin sale credit, Total apportionable nonrefundable, Part Nonapportionable, Code, and Athome parent credit with their corresponding information. Make sure to double check that everything has been entered correctly before continuing!

Completing segment 2 of Form Tc 40A

You can certainly get it wrong while completing your Retirement tax credit attach TCC, consequently be sure to go through it again before you'll finalize the form.

3. This third part is rather easy, Continued Income Tax Supplemental, TCA Rev, Your social security number, Part Refundable Credits write, Code, Renewable commercial energy, Code Agricultural offhighway, Code, Amount, Targeted business tax credit, Special needs adoption credit, Farm operation hand tools, Total refundable credits add all, Submit this page ONLY if data, and Attach completed schedule to your - each one of these empty fields will need to be filled in here.

Form Tc 40A completion process detailed (stage 3)

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