Utah Tc 40 Form PDF Details

The Utah TC-40 form is an integral document for individuals filing their state income tax returns in Utah. Designed to cater to a variety of taxpayers, the form accommodates full-year residents, part-year residents, and those with specific individual circumstances, ensuring a comprehensive approach to state tax obligations. It stands as the primary vehicle through which Utahns report their annual income, claim permissible deductions and credits, and calculate their owed state tax or refunds due. Key features of the TC-40 form include sections for determining filing status, quantifying income and adjustments, and applying for tax credits, both nonrefundable and refundable. Additionally, it offers options for direct deposit of refunds, making voluntary contributions to state funds, and special provisions for amended returns. The form also has accompanying schedules, like TC-40A for income adjustments and credits and TC-40W for reporting Utah income tax withholding, underscoring its role in facilitating an accurate and efficient tax return process. With electronic filing encouraged for speed and convenience, the Utah TC-40 aims to streamline the tax filing experience, emphasizing the state's commitment to funding education through income tax dollars.

QuestionAnswer
Form NameUtah Tc 40 Form
Form Length9 pages
Fillable?No
Fillable fields0
Avg. time to fill out2 min 15 sec
Other namesutah tax forms, utah state income tax forms, tc 40, tc40

Form Preview Example

Clearform

40101

 

 

 

 

 

 

 

 

 

 

 

 

Utah State Tax Commission

 

 

 

 

 

 

2021

 

 

 

 

 

 

 

 

 

 

 

 

Utah Individual Income Tax Return

 

 

 

TC-40

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

9998

 

 

 

 

 

 

 

 

 

 

 

All State Income Tax Dollars Fund Education

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

• Amended Return - enter code:

 

 

 

(see instructions)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

USTC ORIGINAL FORM

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Full-yr Resident?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Your Social Security No.

 

 

Your first name

 

 

 

 

 

Your last name

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Y/N

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Spouse’s Soc. Sec. No.

 

 

Spouse’s first name

 

 

 

 

 

Spouse's last name

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Address

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Telephone number

 

 

 

 

 

 

 

 

 

 

If deceased, complete

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City

 

 

 

 

 

 

 

State

ZIP+4

 

 

Foreign country (if not U.S.)

 

 

 

 

 

 

 

page 3, Part 1

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1

 

Filing Status - enter code

2

Qualifying Dependents

 

 

 

 

3 Election Campaign Fund

 

 

 

 

 

 

 

 

1 = Single

 

 

 

a

 

 

Dependents age 16 and under

Does not increase your tax or reduce your refund.

 

2 = Married filing jointly

b

 

 

Other dependents

 

 

 

 

Enter the code for the

 

 

 

Yourself

 

Spouse

 

 

 

3 = Married filing separately

c

 

 

Total (add lines a and b)

 

 

 

 

party of your choice.

 

 

 

 

 

 

 

4 = Head of household

 

 

 

 

 

 

 

 

 

 

 

 

 

See instructions for

 

 

 

 

 

 

 

 

 

 

 

 

 

 

5 = Qualifying widow(er)

Dependents must be claimed for the child tax

code letters or go to incometax.utah.gov/elect.

If using code 2 or 3, enter spouse’s name and SSN above

credit on your federal return. See instructions.

If no contribution, enter N.

 

 

 

 

 

4

 

Federal adjusted gross income from federal return

 

 

 

 

 

 

 

 

 

4

 

 

 

 

.00

 

5

 

Additions to income from TC-40A, Part 1 (attach TC-40A, page 1)

 

 

 

 

 

 

 

 

 

5

 

 

 

 

.00

 

6

 

Total income - add line 4 and line 5

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

6

 

 

 

 

.00

 

7

 

State tax refund included on federal form 1040, Schedule 1, line 1 (if any)

 

 

 

 

 

 

 

 

 

7

 

 

 

 

.00

 

8

 

Subtractions from income from TC-40A, Part 2 (attach TC-40A, page 1)

 

 

 

 

 

 

 

 

 

8

 

 

 

 

.00

 

9

 

Utah taxable income (loss) - subtract the sum of lines 7 and 8 from line 6

 

 

 

 

 

 

 

 

 

9

 

 

 

 

.00

 

10

Utah tax - multiply line 9 by 4.95% (.0495) (not less than zero)

 

 

 

 

 

 

 

 

 

• 10

 

 

 

.00

 

11

Utah personal exemption (multiply line 2c by $1,750)

• 11

 

 

 

.00

 

 

 

 

 

 

 

 

 

 

 

 

12

Federal standard or itemized deductions

 

 

 

 

 

 

 

 

 

• 12

 

 

.00

 

 

 

 

Electronic filing

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

is quick, easy and

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

free, and will

13

Add line 11 and line 12

 

 

 

 

 

 

 

 

 

 

 

 

13

 

 

 

 

.00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

speed up your refund.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

14

State income tax included in federal itemized deductions

• 14

 

 

.00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

To learn more,

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

go to

15

Subtract line 14 from line 13

 

 

 

 

 

 

 

 

 

15

 

 

 

 

.00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

tap.utah.gov

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

16

Initial credit before phase-out - multiply line 15 by 6% (.06)

• 16

 

 

 

.00

 

 

 

 

 

 

 

 

 

 

 

 

17

Enter: $15,095 (if single or married filing separately); $22,643 (if head

• 17

 

 

.00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

of household); or $30,190 (if married filing jointly or qualifying widower)

 

 

 

 

 

 

.00

 

 

 

 

 

 

 

 

 

 

 

 

18

Income subject to phase-out - subtract line 17 from line 9 (not less than zero)

18

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

19

Phase-out amount - multiply line 18 by 1.3% (.013)

• 19

 

 

.00

 

 

 

 

 

 

 

 

 

 

 

 

20

Taxpayer tax credit - subtract line 19 from line 16 (not less than zero)

 

 

 

 

 

 

 

 

 

• 20

 

 

 

.00

 

21

If you are a qualified exempt taxpayer, enter “X” (complete worksheet in instr.)

• 21

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

22

Utah income tax - subtract line 20 from line 10 (not less than zero)

 

 

 

 

 

 

 

 

 

22

 

 

 

 

.00

 

 

 

Utah Individual Income Tax Return (continued)

 

 

 

TC-40

 

 

 

Pg. 2

40102

SSN

 

 

 

Last name

 

 

 

 

 

 

 

 

2021

 

 

 

 

 

USTC ORIGINAL FORM

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

23

Enter tax from TC-40, page 1, line 22

 

 

 

 

 

 

 

 

 

 

 

23

 

 

 

.00

 

24

Apportionable nonrefundable credits from TC-40A, Part 3 (attach TC-40A, page 1)

 

 

24

 

 

 

.00

 

25

Full-year resident, subtract line 24 from line 23 (not less than zero)

 

 

 

 

 

 

25

 

 

 

.00

 

 

Non or Part-year resident, complete and enter the UTAH TAX from TC-40B, line 41

 

 

 

 

 

 

 

.00

 

26

Nonapportionable nonrefundable credits from TC-40A, Part 4 (attach TC-40A, page 1)

 

 

26

 

 

 

 

27

Subtract line 26 from line 25 (not less than zero)

 

 

 

 

 

 

 

 

 

 

27

 

 

 

.00

 

28

Voluntary contributions from TC-40, page 3, Part 4 (attach TC-40, page 3)

 

 

28

 

 

 

.00

 

29

AMENDED RETURN ONLY - previous refund

 

 

 

 

 

 

 

 

 

 

29

 

 

 

.00

 

30

Recapture of low-income housing credit

 

 

 

 

 

 

 

 

 

 

30

 

 

 

.00

 

31

Utah use tax

 

 

 

 

 

 

 

 

 

 

31

 

 

 

.00

 

32

Total tax, use tax and additions to tax (add lines 27 through 31)

 

 

 

 

 

 

 

32

 

 

 

.00

 

33

Utah income tax withheld shown on TC-40W, Part 1 (attach TC-40W, page 1)

 

 

33

 

 

 

.00

 

34

Credit for Utah income taxes prepaid from TC-546 and 2020 refund applied to 2021

 

 

34

 

 

 

.00

 

35

Pass-through entity withholding tax shown on TC-40W, Part 3 (attach TC-40W, page 2)

 

 

35

 

 

 

.00

 

36

Mineral production withholding tax shown on TC-40W, Part 2 (attach TC-40W, page 2)

 

 

36

 

 

 

.00

 

37

AMENDED RETURN ONLY - previous payments

 

 

 

 

 

 

37

 

 

 

.00

 

38

Refundable credits from TC-40A, Part 5 (attach TC-40A, page 2)

 

 

 

 

 

 

38

 

 

 

.00

 

39

Total withholding and refundable credits - add lines 33 through 38

 

 

 

 

 

 

 

39

 

 

 

.00

 

40

TAX DUE - subtract line 39 from line 32 (not less than zero)

 

 

 

 

.00

40

 

 

 

.00

 

41

Penalty and interest (see instructions)

 

 

 

 

41

 

 

 

 

 

.00

 

42

TOTAL DUE - PAY THIS AMOUNT - add line 40 and line 41

 

 

 

 

 

 

42

 

 

 

 

43

REFUND - subtract line 32 from line 39 (not less than zero)

 

 

 

 

 

 

43

 

 

 

.00

 

44

Voluntary subtractions from refund (not greater than line 43)

 

 

 

 

 

 

44

 

 

 

.00

 

 

Enter the total from page 3, Part 5

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

45

DIRECT DEPOSIT YOUR REMAINING REFUND - provide account information (see instructions for foreign accounts)

checking

 

savings

 

• Routing number

Account number

 

 

 

 

Account type: •

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Under penalties of perjury, I declare to the best of my knowledge and belief, this return and accompanying schedules are true, correct and complete.

 

 

 

 

 

SIGN Your signature

 

Date

 

Spouse’s signature (if filing jointly)

 

 

 

 

 

 

 

Date

 

 

 

 

 

 

 

 

 

HERE

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Third Party

Name of designee (if any) you authorize to discuss this return

 

 

Designee’s telephone number

Designee PIN

 

 

 

 

 

Designee

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Preparer’s signature

 

Date

 

 

Preparer’s telephone number

Preparer’s PTIN

 

 

 

Paid

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Preparer’s

Firm’s name

 

 

 

 

 

 

 

 

 

 

Preparer’s EIN

 

 

 

 

 

Section

and address

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Attach TC-40 page 3 if you: are filing for a deceased taxpayer, are filing a fiscal year return, filed IRS form 8886, are making voluntary contributions, want to deposit into a my529 account, want to apply all/part of your refund to next year’s taxes, want to direct deposit to a foreign account, or no longer qualify for a homeowner’s exemption.

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ut income tax gaps to consider

You should note the details within the section If using code or enter spouses, credit on your federal return See, If no contribution enter N, Federal adjusted gross income, Additions to income from TCA Part, Total income add line and line, State tax refund included on, Subtractions from income from TCA, Utah taxable income loss, Utah tax multiply line by not, Utah personal exemption multiply, Federal standard or itemized, Add line and line, State income tax included in, and Subtract line from line.

part 2 to filling out ut income tax

Mention the important details in Initial credit before phaseout, Enter if single or married, of household or if married filing, Income subject to phaseout, Phaseout amount multiply line, Taxpayer tax credit subtract, If you are a qualified exempt, Utah income tax subtract line, and To learn more go to taputahgov section.

stage 3 to entering details in ut income tax

In part Utah Individual Income Tax Return, Last name, Enter tax from TC page line, Apportionable nonrefundable, Fullyear resident subtract line, Non or Partyear resident complete, Nonapportionable nonrefundable, Subtract line from line not, Voluntary contributions from TC, AMENDED RETURN ONLY previous, Recapture of lowincome housing, Utah use tax, and Total tax use tax and additions, define the rights and responsibilities.

ut income tax Utah Individual Income Tax Return, Last name, Enter tax from TC page  line, Apportionable nonrefundable, Fullyear resident subtract line, Non or Partyear resident complete, Nonapportionable nonrefundable, Subtract line  from line  not, Voluntary contributions from TC, AMENDED RETURN ONLY  previous, Recapture of lowincome housing, Utah use tax, and Total tax use tax and additions fields to fill out

Fill in the document by analyzing all of these sections: Total tax use tax and additions, Utah income tax withheld shown on, Credit for Utah income taxes, Passthrough entity withholding, Mineral production withholding, AMENDED RETURN ONLY previous, Refundable credits from TCA Part, Total withholding and refundable, TAX DUE subtract line from line, Penalty and interest see, TOTAL DUE PAY THIS AMOUNT add, REFUND subtract line from line, Voluntary subtractions from, Enter the total from page Part, and DIRECT DEPOSIT YOUR REMAINING.

Filling in ut income tax part 5

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