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Utah Tc 40 Form – Fill Out and Use

Utah Tc 40 Form – Fill Out and Use

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Question	Answer
Form Name	Utah Tc 40 Form
Form Length	10 pages
Fillable?	No
Fillable fields	0
Avg. time to fill out	2 min 30 sec
Other names	tc 40, ut income tax, utah state tax forms tc 40, utah tc 40

Utah State Tax Commission

2020

40001

Utah Individual Income Tax Return

TC-40

99958

All State Income Tax Dollars Fund Education

• Amended Return - enter code:

(see instructions)

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

1Filing Status - enter code 1 = Single

•2 = Married filing jointly

3 = Married filing separately

4 = Head of household

5 = Qualifying widow(er)

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

•2 Qualifying Dependents

aDependents age 16 and under

bOther dependents

cTotal (add lines a and b)

Dependents must be claimed for the child tax credit on your federal return. See instructions.

3Election Campaign Fund

Does not increase your tax or reduce your refund.

code letters or go to incometax.utah.gov/elect. 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 $590)	• 11	.00

Electronic filing

12	Federal standard or itemized deductions	• 12	.00			is quick, easy and
						is quick, easy and
						free, and will
13	Add line 11 and line 12	13	.00		speed up your refund.
					speed up your refund.
14	State income tax deducted on federal Schedule A, line 5a (if any)	• 14	.00
14		• 14	.00			To learn more,
						To learn more,
						go to
15	Subtract line 14 from line 13	15	.00			tap.utah.gov
						tap.utah.gov
16	Initial credit before phase-out - multiply line 15 by 6% (.06)	• 16	.00

17	Enter: $14,879 (if single or married filing separately); $22,318 (if head	• 17	.00
	of household); or $29,758 (if married filing jointly or qualifying widower)

18	Income subject to phase-out - subtract line 17 from line 9 (not less than zero)	18	.00

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
20				• 20		.00
21	If you are a qualified exempt taxpayer, enter “X” (complete worksheet in instr.)	• 21
21		• 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
40002		SSN		Last name						2020
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 37

26	Nonapportionable nonrefundable credits from TC-40A, Part 4 (attach TC-40A, page 1)								•	26		.00

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 2019 refund applied to 2020								•	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)								•	40		.00
41	Penalty and interest (see instructions)				41			.00
41	Penalty and interest (see instructions)				41			.00
42	TOTAL DUE - PAY THIS AMOUNT - add line 40 and line 41								•	42		.00
42	TOTAL DUE - PAY THIS AMOUNT - add line 40 and line 41								•	42		.00

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
	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
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
40003 SSN		Last name		2020

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

Pamela Atkinson Homeless Account

Code

Amount

Code

03 Kurt Oscarson Children’s Organ Transplant Account

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

•

.00

See instructions for school district codes, or get codes at

incometax.utah.gov/contributions/school-districts

•

.00

Clean Air Fund

Governor’s Suicide Prevention Fund

•

.00

•

.00

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

.00

Part 5 - Voluntary Subtractions from Refund

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

• 1

.00

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

2. Enter the amount of your refund you want applied to your 2021 taxes:

• 2

.00

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 for county codes and additional information).

•Enter “X”

•Enter code

Mail	Utah State Tax Commission	Mail	Utah State Tax Commission
RETURNS WITH	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

40004

SSN

Last name

2020

USTC ORIGINAL FORM

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

Code

Amount

See instructions for codes.

•

.00

•

.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

See instructions for codes.

•

.00

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

•

.00

number and tribal code:

Tribe

Enrollment Number

Code

•

.00

You

•

Spouse

•

.00

•

.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

See instructions for codes.

•

.00

•

.00

•

.00

•

.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

See instructions for codes.

•

.00

•

.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
40005 SSN		Last name			2020
USTC ORIGINAL FORM

Part 5 - Refundable Credits (enter the code and amount of each refundable credit)				Code		Amount
See instructions for codes.			•				.00

			•				.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
40006			SSN		Last name							2020
	USTC ORIGINAL FORM
Residency Status: •				Nonresident: Home state abbreviation:		•	Part-year resident from:		/		/		to	/	/
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 8)							.00						.00
15		Additions to income from TC-40A, Part 1 (Utah portion only in Utah column)							.00						.00
16		Total income (loss) - add lines 1 through 15 for both columns A and B							.00						.00

Adjustments								Col. A - UTAH					Col. B - TOTAL
17		Educator expenses (1040, Schedule 1, line 10)							.00						.00
18		Certain bus. expenses of reservists, performing artists, etc. (1040, Schd 1, line 11)							.00						.00
19		Health savings account deduction (1040, Schedule 1, line 12)							.00						.00
20		Moving expenses (1040, Schedule 1, line 13) - col. A only expenses moving into Utah							.00						.00
21		Deductible part of self-employment tax (1040, Schedule 1, line 14)							.00						.00
22		Self-employed SEP, SIMPLE and qualified plans (1040, Schedule 1, line 15)							.00						.00
23		Self-employed health insurance deduction (1040, Schedule 1, line 16)							.00						.00
24		Penalty on early withdrawal of savings (1040, Schedule 1, line 17)							.00						.00
25		Alimony paid (1040, Schedule 1, line 18a)							.00						.00
26		IRA deduction (1040, Schedule 1, line 19)							.00						.00
27		Student loan interest deduction (1040, Schedule 1, line 20)							.00						.00
28		Tuition and fees (1040, Schedule 1, line 21)							.00						.00
29		Reserved							.00						.00
30		Taxable refunds/credits/offsets of state and local income taxes (1040, Schd 1, line 1)							.00						.00
31		Subtractions from income from TC-40A, Part 2 (Utah portion only in Utah column)							.00						.00
32		(see instructions):							.00						.00
33		Total adjustments - add lines 17 through 32 for both columns A and B							.00						.00

34		Subtract line 33 from line 16 for both columns A and B					•		.00		•				.00
		Line 34, column B must equal TC-40, line 9

Non or Part-year Resident Utah Tax
35		Divide line 34 column A by line 34 column B (to 4 decimal places)									35
		Do not enter a number greater than 1.0000 or less than 0.0000
36		Subtract TC-40, line 24 from TC-40, line 23 and enter the result (not less than zero) here									36				.00
37		UTAH TAX - Multiply line 36 by the decimal on line 35. Enter on TC-40, page 2, line 25								•	37				.00

Submit this page ONLY if data entered.

Attach completed schedule to your Utah Income Tax Return.

		Retirement Tax Credit Schedule								TC-40C
40007		SSN	Last name						2020
USTC ORIGINAL FORM

							You				Spouse
1	Date of birth			1	•	/		/		•	/	/

						mm/dd/yy					mm/dd/yy
2	Enter “X” if you were born on or before Dec. 31, 1952			2
3	Enter the total number of X’s on line 2								3
3	Enter the total number of X’s on line 2								3

4	Multiply line 3 by $450								4			.00

5	Total income from TC-40, line 6								5			.00

6	Nontaxable interest income (from 1040, line 2a) (see instr.)								6			.00

7	Modified adjusted gross income (add line 5 and line 6)								7			.00

8	Enter:	$16,000, if married filing separately							8			.00
		$25,000, if single
		$25,000, if single
		$32,000, if married filing jointly or qualified widow(er)
		$32,000, if head of household
9	Subtract line 8 from line 7 (not less than zero)								9			.00

10	Multiply line 9 by 2.5% (.025)								10			.00

11 Retirement credit - subtract line 10 from line 4 (not less than zero)									11			.00
	Enter this amount on TC-40A, Part 3, using code 18
	Enter this amount on TC-40A, Part 3, using code 18

Submit page ONLY if data entered.

Attach completed schedule to your Utah Income Tax Return.

Credit for Income Tax Paid to Another State				TC-40S
40008 SSN		Last name		2020

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

FIRST STATE

1	Enter federal adjusted gross income taxed by both Utah and state of:	1	.00

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
SECOND STATE
1	Enter federal adjusted gross income taxed by both Utah and state of:	1	.00

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
THIRD STATE
1	Enter federal adjusted gross income taxed by both Utah and state of:	1	.00

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


	Part 1 - Utah Withholding Tax Schedule			TC-40W	Pg. 1
40009 SSN		Last name		2020
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.

3Employer/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.

6Utah 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)
2		(14 characters, no hyphens)	2	(14 characters, no hyphens)
3			3
3			3

4		4
5		5
5		5
6		6
6	.00	6		.00
7		7
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)

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
40010 SSN		Last name		2020

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

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

3 Producer’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
2			2

3		(14 characters, no hyphens)	3		(14 characters, no hyphens)
4			4
4			4

5	.00		5	.00


Third TC-675R or Utah Schedule K-1			Fourth TC-675R or Utah Schedule K-1
1			1

3		(14 characters, no hyphens)

3		(14 characters, no hyphens)

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”

3 Utah withholding tax paid by pass-through entity

First Utah Schedule K-1		Second Utah Schedule K-1
1		1
2		2
2		2

3	.00	3	.00


Third Utah Schedule K-1		Fourth Utah Schedule K-1
1		1

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.

Enter the code for the

party of your choice.

See instructions for

See instructions for