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.

 

 

 

Utah Individual Income Tax Return (continued)

 

 

 

 

 

TC-40

 

 

Pg. 3

 

40103

SSN

 

 

Last name

 

 

 

 

 

 

2021

 

 

 

 

 

 

 

 

USTC ORIGINAL FORM

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Part 1 - Deceased Taxpayer Information

 

 

 

 

 

 

 

 

 

/

/

 

 

 

 

If the taxpayer shown on page 1 is deceased, enter the date of death here:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

mm/dd/yy

 

 

 

If the spouse shown on page 1 is deceased, enter the date of death here:

 

 

 

 

 

/

/

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

mm/dd/yy

 

 

 

If you are claiming a refund for a deceased taxpayer and are not the surviving spouse, enter “X”:

 

 

 

 

 

 

 

 

 

 

 

 

You must complete and attach form TC-131 to the return.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Part 2 - Fiscal Year Filer

 

 

 

 

 

 

 

 

 

 

/

 

 

 

 

 

If filing a fiscal year return (a year other than January 1 through December 31), enter the fiscal year end (mm/yy)

 

 

 

 

 

 

See instructions.

 

 

 

 

 

 

 

 

 

mm/yy

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Part 3 - Federal Form 8886 filed

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

If you filed federal form 8886, Reportable Transaction Disclosure Statement, enter “X”:

 

 

 

 

 

 

 

 

 

 

 

 

Get form and instructions at irs.gov.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Part 4 - Voluntary Contributions (write the code and amount of each voluntary contribution)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

See explanation of each contribution at incometax.utah.gov/contributions and/or the TC-40 instructions

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Sch Dist

 

02

Pamela Atkinson Homeless Account

 

 

Code

Amount

 

Code

 

 

03 Kurt Oscarson Children’s Organ Transplant Account

 

 

 

 

 

 

 

.00

 

 

 

 

 

 

05 School District and Nonprofit School District Foundation - enter school district code

 

 

 

 

 

 

 

 

 

 

 

See instructions for school district codes, or get codes at

 

 

 

 

 

 

 

.00

 

 

 

 

 

 

 

 

incometax.utah.gov/contributions/school-districts

 

 

 

 

 

 

 

 

15

Clean Air Fund

 

 

 

 

 

 

 

 

 

.00

 

 

 

 

 

16

Governor’s Suicide Prevention Fund

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

.00

 

 

 

 

 

 

Total voluntary contributions (enter the total here and on TC-40, page 2, line 28):

 

 

 

 

 

 

 

.00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Part 5 - Voluntary Subtractions from Refund

 

 

 

 

 

 

 

 

 

 

.00

 

 

 

 

1. Enter the amount of your refund you want deposited into your my529 account(s):

 

 

 

 

 

• 1

 

 

 

 

 

 

 

See instructions. Also see my529.org, or call 1-800-418-2551.

 

 

 

 

 

 

 

 

.00

 

 

 

 

2. Enter the amount of your refund you want applied to your 2022 taxes:

 

 

 

 

 

• 2

 

 

 

 

 

Total voluntary subtractions (enter the total here and on TC-40, page 2, line 44):

 

 

 

 

 

 

 

 

.00

 

 

 

 

May not be greater than the amount on line 43.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Part 6 - Direct Deposit to Foreign Account

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

If you choose to direct deposit your refund to an account outside the United States and its territories, enter “X”:

 

 

 

 

 

 

 

 

The Tax Commission cannot transfer a refund to an account outside the United States and its territories.

 

 

 

 

 

 

 

 

 

 

By checking this box, your refund will not be direct deposited but will be sent to you by check.

 

 

 

 

 

 

 

 

 

 

 

 

 

Part 7 - Property Owner’s Residential Exemption Termination Declaration

If you are a Utah residential property owner and declare you no longer qualify to receive a residential exemption authorized under UC §59-2-103 for your primary residence, enter “X” and enter the county code where the residence is located (see instructions or incometax.utah.gov for county codes and additional information).

Enter “X”

Enter code

Mail

Utah State Tax Commission

Mail

Ź

Utah State Tax Commission

RETURNS WITH

Ź 210 N 1950 W

ALL OTHER

210 N 1950 W

PAYMENTS to:

Salt Lake City, UT 84134-0266

RETURNS to:

 

Salt Lake City, UT 84134-0260

Submit page ONLY if data entered.

Attach completed schedule to your Utah Income Tax return.

 

 

 

Income Tax Supplemental Schedule

 

 

TC-40A

Pg. 1

 

40104

SSN

 

 

 

 

 

 

 

 

 

Last name

 

 

 

2021

 

 

 

 

USTC ORIGINAL FORM

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Part 1 - Additions to Income (enter the code and amount of each addition to income)

 

Code

 

Amount

.00

 

 

 

See instructions or incometax.utah.gov for codes.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

.00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

.00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

.00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

.00

 

 

 

 

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

 

 

 

 

.00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Part 2 - Subtractions from Income (enter the code and amount of each subtraction from income)

 

Code

 

Amount

.00

 

 

 

See instructions or incometax.utah.gov for codes.

 

 

 

 

 

 

 

 

 

 

 

 

If using subtraction 77 (Native American Income), enter your enrollment

 

 

.00

 

 

 

 

number and tribal code:

Tribe

 

 

 

 

 

 

 

 

 

.00

 

 

 

 

 

Enrollment Number

Code

 

 

 

 

 

 

 

 

 

 

 

You

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

.00

 

 

 

 

Spouse

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

.00

 

 

 

 

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

 

 

 

 

.00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Part 3 - Apportionable Nonrefundable Credits (enter the code and amount of each credit)

 

Code

 

Amount

.00

 

 

 

See instructions or incometax.utah.gov for codes.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

.00

 

 

 

 

If you are using credit 18 (Retirement Credit), enter your birth date(s):

 

 

 

 

 

 

 

 

 

You

/

/

 

Spouse

/

/

 

 

 

 

.00

 

 

 

 

 

 

mm/dd/yy

 

 

 

 

 

 

mm/dd/yy

 

 

 

 

 

.00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

.00

 

 

 

 

Total apportionable nonrefundable credits (add all Part 3 credits and enter total here and on TC-40, line 24)

 

 

.00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Part 4 - Nonapportionable Nonrefundable Credits (enter the code and amount of each credit)

 

Code

 

Amount

.00

 

 

 

See instructions or incometax.utah.gov for codes.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

.00

 

 

 

 

If you are using credit 02 (Qualified Sheltered Workshop),

 

 

.00

 

 

 

 

enter the sheltered workshop’s name:

 

 

 

 

 

 

 

 

 

.00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

.00

 

 

 

 

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

 

 

.00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Submit page ONLY if data entered.

Attach completed schedule to your Utah Income Tax Return.

Income Tax Supplemental Schedule

 

TC-40A

Pg. 2

40105 SSN

 

 

Last name

 

 

 

2021

 

 

USTC ORIGINAL FORM

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Part 5 - Refundable Credits (enter the code and amount of each refundable credit)

Code

 

Amount

.00

 

See instructions or incometax.utah.gov for codes.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

.00

 

 

 

 

 

 

 

 

 

.00

 

 

 

 

 

 

 

 

 

.00

 

 

 

 

 

 

 

 

 

.00

 

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

 

 

 

.00

 

 

 

 

 

 

 

 

 

 

 

 

Submit page ONLY if data entered.

Attach completed schedule to your Utah Income Tax Return.

 

 

 

Non and Part-year Resident Schedule

 

 

 

 

 

 

 

 

 

 

 

TC-40B

 

 

 

 

40106

SSN

 

 

 

Last name

 

 

 

 

 

 

 

 

 

 

 

 

2021

 

 

 

 

 

 

 

USTC ORIGINAL FORM

 

 

 

 

 

 

 

 

 

 

 

 

 

 

/

/

 

 

 

 

 

/

/

 

 

Residency Status:

 

Nonresident: Home state abbreviation:

Part-year resident from:

 

 

to

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

mm/dd/yy

 

 

 

 

mm/dd/yy

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Income

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Col. A - UTAH

 

 

 

 

Col. B - TOTAL

 

1

Wages, salaries, tips, etc. (1040 line 1)

 

 

 

 

 

 

.00

 

 

 

 

 

 

 

 

.00

 

 

2

Taxable interest income (1040 line 2b)

 

 

 

 

 

 

.00

 

 

 

 

 

 

 

 

.00

 

 

3

Ordinary dividends (1040 line 3b)

 

 

 

 

 

 

.00

 

 

 

 

 

 

 

 

.00

 

 

4

IRAs, pensions and annuities - taxable amount (1040 lines 4b and 5b)

 

 

 

 

 

 

.00

 

 

 

 

 

 

 

 

.00

 

 

5

Social Security benefits - taxable amount (1040 line 6b)

 

 

 

 

 

 

.00

 

 

 

 

 

 

 

 

.00

 

 

6

Taxable refunds/credits/offsets of state/local income taxes (1040, Schedule 1, line 1)

 

 

 

.00

 

 

 

 

 

 

 

 

.00

 

 

7

Alimony received (1040, Schedule 1, line 2a)

 

 

 

 

 

 

.00

 

 

 

 

 

 

 

 

.00

 

 

8

Business income or (loss) (1040, Schedule 1, line 3)

 

 

 

 

 

 

.00

 

 

 

 

 

 

 

 

.00

 

 

9

Capital gain or (loss) (1040, line 7)

 

 

 

 

 

 

.00

 

 

 

 

 

 

 

 

.00

 

 

10

Other gains or (losses) (1040, Schedule 1, line 4)

 

 

 

 

 

 

.00

 

 

 

 

 

 

 

 

.00

 

 

11

Rental real estate, royalties, partnerships, S corps, trusts, etc. (1040, Schd 1, line 5)

 

 

 

.00

 

 

 

 

 

 

 

 

.00

 

 

12

Farm income or (loss) (1040, Schedule 1, line 6)

 

 

 

 

 

 

.00

 

 

 

 

 

 

 

 

.00

 

 

13

Unemployment compensation (1040, Schedule 1, line 7)

 

 

 

 

 

 

.00

 

 

 

 

 

 

 

 

.00

 

 

14

Other income (1040, Schedule 1, line 9)

 

 

 

 

 

 

.00

 

 

 

 

 

 

 

 

.00

 

 

15

Additions to income from TC-40A, Part 1 (Utah portion only in Utah column)

 

 

 

 

 

 

.00

 

 

 

 

 

 

 

 

.00

 

 

16

Reserved

 

 

 

 

 

 

 

 

 

 

 

 

.00

 

 

 

 

 

 

 

 

.00

 

 

17

Reserved

 

 

 

 

 

 

 

 

 

 

 

 

.00

 

 

 

 

 

 

 

 

.00

 

 

18

Total income (loss) - add lines 1 through 17 for both columns A and B

 

 

 

 

 

 

.00

 

 

 

 

 

 

 

 

.00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Adjustments

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Col. A - UTAH

 

 

 

 

Col. B - TOTAL

 

19

Educator expenses (1040, Schedule 1, line 11)

 

 

 

 

 

 

.00

 

 

 

 

 

 

 

 

.00

 

 

20

Certain bus. expenses of reservists, performing artists, etc. (1040, Schd 1, line 12)

 

 

 

.00

 

 

 

 

 

 

 

 

.00

 

 

21

Health savings account deduction (1040, Schedule 1, line 13)

 

 

 

 

 

 

.00

 

 

 

 

 

 

 

 

.00

 

 

22

Moving expenses (1040, Schedule 1, line 14) - col. A only expenses moving into Utah

 

 

 

.00

 

 

 

 

 

 

 

 

.00

 

 

23

Deductible part of self-employment tax (1040, Schedule 1, line 15)

 

 

 

 

 

 

.00

 

 

 

 

 

 

 

 

.00

 

 

24

Self-employed SEP, SIMPLE and qualified plans (1040, Schedule 1, line 16)

 

 

 

.00

 

 

 

 

 

 

 

 

.00

 

 

25

Self-employed health insurance deduction (1040, Schedule 1, line 17)

 

 

 

 

 

 

.00

 

 

 

 

 

 

 

 

.00

 

 

26

Penalty on early withdrawal of savings (1040, Schedule 1, line 18)

 

 

 

 

 

 

.00

 

 

 

 

 

 

 

 

.00

 

 

27

Alimony paid (1040, Schedule 1, line 19a)

 

 

 

 

 

 

.00

 

 

 

 

 

 

 

 

.00

 

 

28

IRA deduction (1040, Schedule 1, line 20)

 

 

 

 

 

 

.00

 

 

 

 

 

 

 

 

.00

 

 

29

Student loan interest deduction (1040, Schedule 1, line 21)

 

 

 

 

 

 

.00

 

 

 

 

 

 

 

 

.00

 

 

30

Reserved

 

 

 

 

 

 

 

 

 

 

 

 

.00

 

 

 

 

 

 

 

 

.00

 

 

31

Reserved

 

 

 

 

 

 

 

 

 

 

 

 

.00

 

 

 

 

 

 

 

 

.00

 

 

32

Taxable refunds/credits/offsets of state and local income taxes (1040, Schd 1, line 1)

 

 

 

.00

 

 

 

 

 

 

 

 

.00

 

 

33

Subtractions from income from TC-40A, Part 2 (Utah portion only in Utah column)

 

 

 

.00

 

 

 

 

 

 

 

 

.00

 

 

34

Reserved

 

 

 

 

 

 

 

 

 

 

 

 

.00

 

 

 

 

 

 

 

 

.00

 

 

35

Reserved

 

 

 

 

 

 

 

 

 

 

 

 

.00

 

 

 

 

 

 

 

 

.00

 

 

36

(see instructions):

 

 

 

 

 

 

 

 

 

 

 

 

 

.00

 

 

 

 

 

 

 

 

.00

 

 

37

Total adjustments - add lines 19 through 36 for both columns A and B

 

 

 

 

 

 

.00

 

 

 

 

 

 

 

 

.00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

38

Subtract line 37 from line 18 for both columns A and B

 

 

 

.00

 

 

 

 

 

 

.00

 

 

 

 

Line 38, column B must equal TC-40, line 9

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Non or Part-year Resident Utah Tax

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

39

Divide line 38 column A by line 38 column B (to 4 decimal places, not more than 1.0000 or less than 0.0000)

 

39

 

 

 

 

 

 

 

 

 

40

Subtract TC-40, line 24 from TC-40, line 23 and enter the result (not less than zero) here

 

 

 

40

 

 

 

 

 

 

.00

 

 

41

UTAH TAX - Multiply line 40 by the decimal on line 39. Enter on TC-40, page 2, line 25

 

 

41

 

 

 

 

 

 

.00

 

 

Submit this page ONLY if data entered.

Attach completed schedule to your Utah Income Tax Return.

Credit for Income Tax Paid to Another State

TC-40S

40108 SSN

 

Last name

 

2021

NOTE: Part-year residents rarely qualify for this credit. Nonresidents do not qualify for this credit. See instructions.

FIRST STATE

 

.00

 

 

 

1

Enter federal adjusted gross income taxed by both Utah and state of:

 

 

1

 

 

 

2

Federal adjusted gross income from TC-40, line 4 (see instructions)

2

.00

 

 

 

3

Divide line 1 by line 2; round to 4 decimal places. Do not enter a number greater than 1.0000.

3

 

 

4

Utah income tax from TC-40, line 22. Part-year residents, see instructions.

4

.00

 

 

 

5

Credit limitation - multiply line 4 by decimal on line 3

5

.00

 

 

 

6

Actual income tax paid to state shown on line 1

6

.00

 

 

 

 

Part-year residents must prorate tax paid to other state. Credit only applies

 

 

 

 

 

 

to the portion of actual taxes paid to the other state on income shown on line 1.

 

 

 

 

 

7

Credit for tax paid another state - lesser of line 5 or line 6

 

 

7

SECOND STATE

 

 

.00

 

 

 

 

1

Enter federal adjusted gross income taxed by both Utah and state of:

 

 

1

 

 

2

Federal adjusted gross income from TC-40, line 4 (see instructions)

2

 

.00

 

3

Divide line 1 by line 2; round to 4 decimal places. Do not enter a number greater than 1.0000.

3

4

Utah income tax from TC-40, line 22. Part-year residents, see instructions.

4

 

.00

 

5

Credit limitation - multiply line 4 by decimal on line 3

5

 

.00

 

6

Actual income tax paid to state shown on line 1

6

 

.00

 

 

Part-year residents must prorate tax paid to other state. Credit only applies

 

 

 

 

 

to the portion of actual taxes paid to the other state on income shown on line 1.

 

 

 

 

7

Credit for tax paid another state - lesser of line 5 or line 6

 

 

7

THIRD STATE

 

 

.00

 

 

 

 

1

Enter federal adjusted gross income taxed by both Utah and state of:

 

 

1

 

 

2

Federal adjusted gross income from TC-40, line 4 (see instructions)

2

 

.00

 

3

Divide line 1 by line 2; round to 4 decimal places. Do not enter a number greater than 1.0000.

3

4

Utah income tax from TC-40, line 22. Part-year residents, see instructions.

4

 

.00

 

5

Credit limitation - multiply line 4 by decimal on line 3

5

 

.00

 

6

Actual income tax paid to state shown on line 1

6

 

.00

 

 

Part-year residents must prorate tax paid to other state. Credit only applies

 

 

 

 

 

to the portion of actual taxes paid to the other state on income shown on line 1.

 

 

 

 

7

Credit for tax paid another state - lesser of line 5 or line 6

 

 

7

Use additional forms TC-40S if claiming credits for more than three states.

Enter the total of all amounts shown on line 7 above on TC-40A, Part 4, using code 17.

Submit page ONLY if data entered.

Attach completed schedule to your Utah Income Tax Return.

.00

.00

.00

 

Part 1 - Utah Withholding Tax Schedule

 

 

 

TC-40W

Pg. 1

40109 SSN

 

 

Last name

 

 

 

 

2021

 

 

USTC ORIGINAL FORM

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Line Explanations

 

 

IMPORTANT

 

 

 

1

Employer/payer ID number from W-2 box “b” or 1099

Do not send your W-2s or 1099s with your return. Instead enter

 

 

2

Utah withholding ID number from W-2 box “15” or 1099

W-2 or 1099 information below, but only if there is Utah withholding

 

 

 

(14 characters, ending in WTH, no hyphens)

 

 

on the form.

 

 

 

3

Employer/payer name and address from W-2 box “c” or 1099

 

 

 

 

 

 

4

Enter “X” if reporting Utah withholding from form 1099

Use additional forms TC-40W if you have more than four W-2s and/or

5

Employee’s Social Security number from W-2 box “a” or 1099

1099s with Utah withholding tax.

 

 

 

6

Utah wages or income from W-2 box “16” or 1099

 

 

 

 

 

 

 

 

7

Utah withholding tax from W-2 box “17” or 1099

 

 

Enter mineral production withholding from TC-675R in Part 2 of TC-40W;

 

 

 

 

 

 

 

enter pass-through entity withholding in Part 3 of TC-40W.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

First W-2 or 1099

 

 

Second W-2 or 1099

 

 

 

1

 

 

 

 

 

 

1

 

 

 

 

 

2

 

 

(14 characters, no hyphens)

2

 

 

(14 characters, no hyphens)

3

 

 

 

 

 

 

3

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

4

 

 

 

 

 

4

 

 

 

 

 

 

5

 

 

 

 

 

5

 

 

 

 

 

 

6

 

 

.00

 

 

6

 

 

.00

 

 

 

7

 

 

.00

 

 

7

 

 

.00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Third W-2 or 1099

 

 

 

Fourth W-2 or 1099

 

 

 

 

1

 

 

 

 

 

1

 

 

 

 

 

 

2

 

 

 

 

(14 characters, no hyphens)

2

 

 

 

 

(14 characters, no hyphens)

3

 

 

 

 

 

3

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

4

 

 

4

 

 

 

 

 

5

 

 

5

 

 

 

 

 

6

.00

6

.00

 

 

 

7

.00

7

.00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Enter total Utah withholding tax from all lines 7 here and on TC-40, page 2, line 33:

.00

 

Submit page ONLY if data entered.

Attach completed schedule to your Utah Income Tax Return.

Do not attach W-2s or 1099s to your Utah return.

Mineral Production and Pass-through Withholding

TC-40W

Pg. 2

40110 SSN

 

Last name

 

2021

 

USTC ORIGINAL FORM

Part 2 -Utah Mineral Production Withholding Tax - TC-675R

Do not send TC-675R or Utah Schedules K-1 with return. Enter TC-675R or Schedule K-1 information below. Use additional TC-40Ws if needed.

Line Explanations

1Producer’s EIN from box “2” of TC-675R

2Producer’s name from box “1” of TC-675R

3Producer’s Utah withholding number from box “3” of TC-675R (14 characters, ending in WMP, no hyphens)

4Pass-through entity EIN if credit from partnership or S corporation (enter EIN from Utah Schedule K-1)

5Utah mineral production withholding tax from box”6” of TC-675R or from Utah Schedule K-1.

First TC-675R or Utah Schedule K-1

 

 

Second TC-675R or Utah Schedule K-1

 

 

 

 

1

 

 

 

 

1

 

 

 

 

 

 

 

2

 

 

 

 

2

 

 

 

 

 

 

 

3

 

 

(14 characters, no hyphens)

3

 

 

 

(14 characters, no hyphens)

4

 

 

 

 

4

 

 

 

 

 

 

 

5

.00

 

 

 

5

.00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Third TC-675R or Utah Schedule K-1

 

 

Fourth TC-675R or Utah Schedule K-1

 

 

 

 

1

 

 

 

 

1

 

 

 

 

 

 

 

2

 

 

 

 

2

 

 

 

 

 

 

 

3

 

 

(14 characters, no hyphens)

3

 

 

 

(14 characters, no hyphens)

4

 

 

 

 

4

 

 

 

 

 

 

 

5

.00

 

 

 

5

.00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Enter total mineral production withholding tax from all lines 5 here and on TC-40, page 2, line 36.

 

.00

 

Part 3 -Utah Pass-through Entity Taxpayer Withholding - Utah Schedule K-1

Do not send Utah Schedule(s) K-1 with return. Enter information below. Use additional TC-40Ws if needed.

Line Explanations

1Pass-through entity EIN from Utah Schedule K-1 box “A”

2Name of pass-through entity from Utah Schedule K-1 box “B”

3Utah withholding tax paid by pass-through entity

First Utah Schedule K-1

 

 

 

 

Second Utah Schedule K-1

1

 

 

 

 

 

1

 

 

 

 

2

 

 

 

 

 

2

 

 

 

 

3

 

.00

 

 

 

3

.00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Third Utah Schedule K-1

 

 

 

 

Fourth Utah Schedule K-1

1

 

 

 

 

 

1

 

 

 

 

2

 

 

 

 

 

2

 

 

 

 

3

 

.00

 

 

 

3

.00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Enter total pass-through withholding tax from all lines 3 here and on TC-40, page 2, line 35:

.00

Submit page ONLY if data entered.

Attach completed schedule to your Utah Income Tax Return.

How to Edit Utah Tc 40 Form Online for Free

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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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