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Arizona Free Printable Arizona Booklet 140ES for 2020 Arizona Individual Estimated Tax Payment Booklet

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Individual Estimated Tax Payment Booklet
Arizona Booklet 140ES

2 20 Arizona Booklet 140ES Individual Estimated Tax Payment This booklet contains: † FORM 140ES † WORKSHEET ( THIS PAGE INTENTIONALLY LEFT BLANK 2020 Individual Estimated Income Tax Payment For information or help, call one of the numbers listed: Phoenix From area codes 520 and 928, toll-free (602) 255-3381 (800) 352-4090 Tax forms, instructions, and other tax information If you need tax forms, instructions, and other tax information, go to the department’s website at www.azdor.gov. Income Tax Procedures and Rulings These instructions may refer to the department’s income tax procedures and rulings for more information. To view or print these, go to our website and click on Reports and Legal Research then click on Legal Research and select a Document Type and Category from the drop down menus. Publications To view or print the department’s publications, go to our website and click on Reports and Legal Research then click on Publications. Who Should Use Form 140ES All of the following taxpayers should use Arizona Form 140ES: x an individual mailing a voluntary or mandatory estimated payment, x a partnership mailing a voluntary estimated payment on behalf of its nonresident individual partners participating in the filing of a composite return, and x an S corporation mailing a voluntary estimated payment on behalf of its nonresident individual shareholders participating in the filing of a composite return. NOTE: If you are making an estimated payment using www.AZTaxes.gov, do not mail this form to the department. We will apply the payment to your account. General Information x Enter your name, Social Security Number (SSN) or individual taxpayer identification number (ITIN) issued by the Internal Revenue Service and current address. If you are married making a joint estimated payment, enter your SSNs or ITINs in the same order as your first names and in the same order as they will be shown on your joint Arizona income tax return. x If you have a foreign address, enter the information in the following order: city, province or state, and country. Follow the country’s practice for entering the postal code. Do not abbreviate the country name. x A partnership or S corporation making a voluntary estimated income tax payment for its nonresident partners or shareholders participating in the filing of a composite income tax return, enter its employer identification number (EIN) in the area designated for an individual’s SSN. x x x x x Arizona Form 140ES Also, check the box on the form to indicate the payment is made on behalf of a nonresident composite return (Arizona Form 140NR). Complete Form 140ES using black ink. Once you make an estimated payment, you must file a tax return for that year in order to claim the estimated payment. You must round each estimated payment to whole dollars (no cents). Check only one box for the quarter for which this payment is made. Do not select more than one quarter. You must submit a separate form for each quarter for which a payment is made. Use Tax Table X or Y (in the 2018 tax instruction booklet) to help estimate this year's tax liability. Figure this tax on your total annual income. Required Payments Arizona requires certain individuals to make estimated income tax payments. You must make Arizona estimated income tax payments during 2020 if: AND AND Your Arizona Your Arizona Your filing gross income for gross income for status is: 2019 was greater 2020 exceeds: than: Married Filing $150,000 $150,000 Joint Single $75,000 $75,000 Head of $75,000 $75,000 Household Married Filing Separate $75,000 $75,000 If you met the income threshold for 2019, you must make estimated payments during 2020 unless you are sure you will not meet the threshold for 2020. For more information, see the department’s publication, Pub. 012, Arizona Individual Estimated Income Tax Payments. The department will charge you a penalty if you fail to make any required estimated payment. Use Arizona Form 221, Underpayment of Estimated Tax by Individuals, to figure the amount of this penalty. The penalty is equal to the interest that would accrue on the underpayment. The penalty cannot be more than 10% of the underpayment. What is Arizona Gross Income for the Purpose of Estimated Income Tax Payments? If you are a full-year resident, your Arizona gross income is your federal adjusted gross income. Arizona Form 140ES If you are a fiscal year filer, the payments are due on the 15th day of the fourth, sixth and ninth months of the current fiscal year, and the first month of the next fiscal year. If you are a part-year resident, your Arizona gross income is that part of your federal adjusted gross income that you must report to Arizona. If you are a nonresident, your Arizona gross income is that part of your federal adjusted gross income derived from Arizona sources. How Much Should My Estimated Payments Total? If you have to make estimated payments, your payments, when added to your Arizona withholding, must total either 90% of the tax due for 2020, or 100% of the tax due for 2019. You can use your 2019 tax to figure the amount of payments that you must make during 2020 only if you were required to file and did file a 2019 Arizona income tax return. Worksheet for Computing Payments for Individuals NOTE: If the due date falls on a Saturday, Sunday or legal holiday, you may pay by midnight on the next business day following that day. If any of the following applies (1 through 3), you do not have to make your payments in four equal installments. 1. File and pay by February 1, 2021. If you file your 2020 Arizona return by February 1, 2021, and pay in full the amount stated on the return as payable, you do not have to make the fourth estimated tax payment. Fiscal year filers must file and pay by the last day of the month following the close of the fiscal year. 2. Farmer or fisherman. If you report as a farmer or fisherman for federal purposes, you only have to make one installment for a taxable year. The due date for this installment for a 2020 calendar year filer is January 15, 2021. The due date for a fiscal year filer is the 15th day of the first month after the end of a fiscal year. There is no requirement to make this payment if you file your 2020 Arizona return on or before March 1, 2021, and pay in full the amount stated on the return as payable. Fiscal year filers must file and pay on or before the first day of the third month after the end of the fiscal year. 3. Nonresident alien. If you are an individual who elects to be treated as a nonresident alien on the federal income tax return, you may make three estimated payments. The due dates for these installments are June 15, 2020, September 15, 2020, and January 15, 2021. The first installment must equal 50% of your total required payments. Estimated Use the worksheet on page 2 of this form to calculate your required estimated tax payments. Follow the instructions on the worksheet to complete Steps 1 through 5. For nonresident composite return payments, see the department’s ruling, ITR 16-2, Composite Individual Income Tax Returns, for amounts to enter on the worksheet. NOTE: Deductions (Line 14) - If you plan to itemize deductions for tax year 2020 enter the estimated total of your itemized deductions on line 14 of the worksheet. If you do not plan to itemize deductions, enter your allowable 2019 standard deduction on line 14. To determine the allowable standard deduction amount for your filing status, see the instructions for your 2019 Arizona income tax form. Other Exemptions (Line 15) - Enter the allowable 2019 Other exemption amount. To determine the allowable Other exemption amount for your filing status, see the instructions for your 2019 Arizona income tax form. Voluntary Payments Credits (Line 19) – Enter the estimated amount of credits you will be claiming on your 2020 income tax return including the Dependent Tax Credit. See the 2019 Form 140, Form 140NR or Form 140PY and related instructions for the types of credits allowed. Do not include any income tax withholding on line 19. An individual who does not have to make 2020 Arizona estimated income tax payments may choose to make them. Taxpayers who make such an election may choose one of the following methods to make their payments. When Should I Make My Estimated Payments? The amount that you remit with Form 140ES should be 10%, 15%, or 20% of the amount that you paid on the federal Form 1040-ES. Method 1: If you file federal estimated tax, you can file Form 140ES at the same time. For the most part, you must make your payments in four equal installments. Method 2: You may file installments using Form 140ES. Calendar year filers - estimated payment due dates: Payment April 15, 2020. 1 Payment June 15, 2020. 2 Payment September 15, 2020. 3 Payment January 15, 2021. 4 If you are a calendar year filer making voluntary estimated payments, see the table under When Should I Make My Estimated Payments? for the due dates of these payments. If you are a fiscal year filer making voluntary estimated payments, the payments are due on the 15th day of the fourth, sixth and ninth months of the current fiscal year, and the first month of the next fiscal year. The sum of the amounts remitted should equal your estimated end-of-tax-year liability. 2 Arizona Form 140ES Electronic payment from your checking or savings account Method 3: You may file an Individual Estimated Income Tax Payment, Form 140ES, with a single, lump-sum payment before January 15, 2021. The payment should reflect your estimated end-of-tax-year liability. NOTE: You may not make an electronic payment from your checking or savings account if the payment will ultimately be coming from a foreign account. In this case, you must pay by check or money order. Completing Lines 1 and 2 You can pay your 2020 estimated tax with an electronic payment from your checking or savings account. There is no fee to use this method. To make an electronic payment, go to www.AZTaxes.gov and click on the “Make a Payment” link. The “E-Check” option in the “Payment Method” drop-down box will debit the amount from the checking or savings account that you specify. If you make an electronic payment from your checking or savings account, you will receive a confirmation number. Please keep this confirmation number as proof of payment. Line 1 Enter the amount of your payment. Round your payment to the nearest whole dollar (no cents). Your payment is the amount you figured using the worksheet for computing estimated payments. Line 2 Check the box for the quarter for which this payment is made. Sending Your Payment Individuals may make estimated payments by check, electronic check, money order, or credit card. Partnerships or S corporations making estimated payments on behalf of nonresidents participating in the filing of a composite return must make those payments by check or money order. NOTE: If you are paying by electronic check, do not use Form 140ES. We will apply your estimated tax payment to your account. You must claim the estimated payment on your original return when you file. Credit card payment You can pay your 2020 estimated tax through a third-party service provider using your Visa, MasterCard, Discover, or American Express credit card. Go to www.AZTaxes.gov, click on the “Make a Payment” link and choose the credit card option. Check or money order Make your check payable to Arizona Department of Revenue and include your SSN (or the partnership or S corporation’s EIN) and tax year on the check. If you are making a payment on behalf of a nonresident composite return, write “Composite 140NR” on the check. Include your check with the completed Form 140ES and mail to: Arizona Department of Revenue PO Box 29085 Phoenix, AZ 85038-9085 The department cannot accept checks or money orders in foreign currency. You must make payment in U.S. dollars. This will take you to a third party vendor site (provider). The provider will charge you a convenience fee based on the amount of your tax payment. If you complete the credit card transaction, you will receive a confirmation number. Please keep this confirmation number as proof of payment. NOTE: If you are paying by credit card, do not use Form 140ES. We will apply your estimated tax payment to your account. You must claim the estimated payment on your original return when you file. Record of Estimated Income Tax Payments Date Made 1. Amount of 2019 overpayment applied to 2020 estimated tax .00 2. Payment 1 .00 3. Payment 2 .00 4. Payment 3 .00 5. Payment 4 .00 Total: 3 Amount .00 THIS PAGE INTENTIONALLY LEFT BLANK DO NOT STAPLE ANY ITEMS TO THE FORM. Arizona Form FOR CALENDAR YEAR Individual Estimated Income Tax Payment 140ES This estimated payment is for tax year ending December 31, 2020, or for tax year ending: Your First Name and Middle Initial Last Name Spouse’s First Name and Middle Initial (if filing joint) Last Name 1 Apt. No. State ZIP Code Your Social Security Number Spouse’s Social Security No. Daytime Phone (with area code) 94 2 City, Town or Post Office M M D D 2 0 Y Y Enter your SSN(s). 1 Current Home Address - number and street, rural route 2020 REVENUE USE ONLY. DO NOT MARK IN THIS AREA. 88 3 … Check if this payment is on behalf of a Nonresident Composite return - 140NR STOP 1 z DO NOT USE THIS FORM TO MAKE DELINQUENT INCOME TAX PAYMENTS. z Use this form only for mailing estimated payments. Payment: You must round your estimated payment to a whole dollar (no cents). Enter the amount of payment enclosed ........................... 2 $ 81 PM 80 RCVD 00 Check only one box for the quarter for which this payment is made. Do not select more than one quarter. You must submit a separate form for each quarter for which a payment is made. Payment for calendar year filers are due as follows: … … … … 1st Quarter – January to March | Due date is April 15, 2020. 2nd Quarter – April to June | Due date is June 15, 2020. 3rd Quarter – July to September | Due date is September 15, 2020. 4th Quarter – October to December | Due date is January 15, 2021. Payment for fiscal year filers are due as follows: … … … … 1st Quarter – 15th day of the fourth month of the current fiscal year. 2nd Quarter – 15th day of the sixth month of the current fiscal year. 3rd Quarter – 15th day of the ninth month of the current fiscal year. 4th Quarter – 15th day of the first month of the next fiscal year. If any of the due dates fall on a Saturday, Sunday or legal holiday, you may make the required payment for that quarter by midnight on the next business day following that day. If you are mailing this payment To ensure proper application of this payment, be sure that you: 9 Complete and submit this form in its entirety. Do not cut this page in half. 9 Make your check or money order payable to Arizona Department of Revenue. 9 Write your SSN and tax year on your payment. 9 If payment is made on behalf of a Nonresident Composite return, write “Composite 140NR” on payment and include the tax year and entity’s EIN. 9 Include your payment with this form. Mail to Arizona Department of Revenue, PO Box 29085, Phoenix, AZ 85038-9085. 9 Be sure to review your estimated income and adjust your payments as necessary during the year. If you are making an electronic payment You can make this estimated payment by eCheck or credit card! American Express  Visa  Discover Card  MasterCard www.AZTaxes.gov 9 Click on “Make a Payment” and select “140ES” as the Payment Type. 9 Do not mail this form. We will apply this payment to your account. ADOR 10575 (19) AZ Form 140ES (2020) Page 1 of 2 THIS PAGE INTENTIONALLY LEFT BLANK Worksheet for Computing Estimated Payments for Individuals For use with Arizona Form 140ES Step 1 Estimated Arizona Taxable Income 1 Use the estimated tax worksheet attached to IRS Form 1040ES and enter here the amount 00 shown as income on your federal worksheet .................................................................................................................... 1 Step 2 Additions Below are common items of income that are not taxable under the Internal Revenue Code but are taxable under the Arizona Revised Statutes. Estimate amounts and enter in the spaces provided: 2 Non-Arizona municipal interest................................................................................................ 2 00 3 Ordinary income portion of lump-sum distributions (excluded on your federal return) .......................................................................................................................... 3 00 4 Other additions to income........................................................................................................ 4 00 5 Total additions to income: Add lines 2 through 4 .............................................................................................................. 5 6 Add line 1 and line 5 .......................................................................................................................................................... 6 Step 3 00 00 Subtractions Below are common items not subject to tax in Arizona but taxable under the Internal Revenue Code. Estimate amounts and enter in the spaces provided: 7 Amounts received as annuities from certain federal, Arizona state, or local government retirement and disability funds (up to $2,500) that are subject to federal tax .................................................................................................. 7 00 8 Interest income on obligations of the United States (e.g. U.S. savings bonds, treasury bills, etc.) ................................................................................................................... 8 00 9 Benefits, annuities, and pensions for retired/retainer pay of the uniformed services (up to $3,500) that are subject to federal tax................ ..................................................................... 9 00 10 U.S. Social Security benefits or Railroad Retirement Act benefits included as income on federal return ...................................................................................... 10 00 11 Other exempt income .............................................................................................................. 11 00 12 Total subtractions: Add lines 7 through 11 ........................................................................................................................ 12 13 Subtract line 12 from line 6 ................................................................................................................................................ 13 Step 4 00 00 Deductions and Exemptions 14 If you plan to itemize deductions, enter the estimated total of your deductions. If you do not plan to itemize deductions, see the instructions for the allowable 2019 standard deduction ......................................................................................... 14 15 Other Exemptions: Enter your allowable 2019 exemption amounts ....................................... 15 00 00 16 Total deductions and exemptions: Add line 14 and line 15 ............................................................................................... 16 17 Subtract line 16 from line 13 .............................................................................................................................................. 17 Step 5 00 00 Estimated Arizona Income Tax 18 Using Tax Table X or Y, use the amount on line 17 to calculate your Arizona estimated tax liability. Enter your estimated tax liability here .............................................................................. 18 19 Credits. (see instructions): Do not include income tax withholding on this line ............................................................... 19 20 Subtract line 19 from line 18. Enter the difference. If line 19 is more than line 18, enter “0”. • If line 20 is “0”, STOP. Based on amounts entered on lines 1 through 19, you do not need to make 2020 00 00 estimated payments. • If there is an amount on line 20, complete lines 21 through 26 to calculate your required estimated tax payment(s) ..................................................................................................................................................................... 20 21 Enter 90% (.90) of line 20 ........................................................................................................ 21 22 Enter the preceding year’s Arizona tax liability if you were required to file and did file a return for the preceding year, otherwise skip this line ........................................ 22 23 If you entered an amount on line 22, enter the smaller of line 21 or line 22. 00 Otherwise, enter the amount from line 21 ......................................................................................................................... 23 24 Total Arizona income tax expected to be withheld (include all employment and pensions) .............................................. 24 25 Subtract line 24 from line 23, and base estimated payments on this amount ................................................................... 25 26 If the first payment you are required to make is due April 15, 2020, enter 1/4 of line 25 (minus any 2019 overpayment that you are applying to this installment) here and on your 140ES ............................................. 26 ADOR 10575 (19) AZ Form 140ES (2020) 00 00 00 00 00 00 Page 2 of 2 $5,=21$'(3$570(172)5(9(18( :02152(67 3+2(1,;$= 48,&.$1'($6<$&&(66727$;+(/3$1')2506 3(5621$/&20387(5 <RXPD\XVHDSHUVRQDO FRPSXWHUDQGPRGHPWRJHWWKH IRUPVDQGLQIRUPDWLRQ\RXQHHG DWZZZD]GRUJRYLQFOXGLQJ 3+21( ‡)RUPVDQG,QVWUXFWLRQV 3KRHQL[   ‡3XEOLFDWLRQV 7ROOIUHHIURP DUHDFRGHVDQG   ‡7D[5XOLQJVDQG3URFHGXUHV ‡2WKHU*HQHUDO7D[,QIRUPDWLRQ :$/.,16(59,&( Did You Know? Tax software does all the hard work for you! The software: y Calculates Tax y Does the Math y Selects Forms and Schedules y Makes Complex Returns Simple y Checks for Errors Before You File y E-Files the IRS and AZ Returns at the same time  y Gives Proof of E-Filing       www.azdor.gov For details & eligiblity <RXPD\JHWIRUPVDQG LQIRUPDWLRQDWDQ\RIRXU RIILFHV :HKDYHRIILFHVDWWKH IROORZLQJORFDWLRQV 3KRHQL[ :HVW0RQURH6WUHHW 3KRHQL[$= 7XFVRQ :HVW&RQJUHVV 7XFVRQ$= FREE E-File Available Reasonable accommodations for any person with a disability can be made.
Extracted from PDF file 2019-arizona-form-140es-bklt.pdf, last modified October 2019

More about the Arizona Form 140ES Bklt Individual Income Tax Estimated TY 2019

This booket contains the filing instructions and payment vouchers for filing form 140ES, the income tax form for estimated income tax, which self employed persons and other people subject to estimated taxes need to file.

We last updated the Individual Estimated Tax Payment Booklet in March 2020, so this is the latest version of Form 140ES Bklt, fully updated for tax year 2019. You can download or print current or past-year PDFs of Form 140ES Bklt directly from TaxFormFinder. You can print other Arizona tax forms here.

Other Arizona Individual Income Tax Forms:

TaxFormFinder has an additional 95 Arizona income tax forms that you may need, plus all federal income tax forms.

Form Code Form Name
Form 140 Resident Personal Income Tax Return
Form 140 Instructions Income Tax Instruction Packet
Form 140PY Part-Year Resident Personal Income Tax Package
Form 204 Application for Filing Extension
Form 140A Resident Personal Income Tax (Short) Package

Download all AZ tax forms View all 96 Arizona Income Tax Forms


Form Sources:

Arizona usually releases forms for the current tax year between January and April. We last updated Arizona Form 140ES Bklt from the Department of Revenue in March 2020.

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Form 140ES Bklt is an Arizona Individual Income Tax form. While most taxpayers have income taxes automatically withheld every pay period by their employer, taxpayers who earn money that is not subject to withholding (such as self employed income, investment returns, etc) are often required to make estimated tax payments on a quarterly basis. Failure to make correct estimated payments can result in interest or penalties.

About the Individual Income Tax

The IRS and most states collect a personal income tax, which is paid throughout the year via tax withholding or estimated income tax payments.

Most taxpayers are required to file a yearly income tax return in April to both the Internal Revenue Service and their state's revenue department, which will result in either a tax refund of excess withheld income or a tax payment if the withholding does not cover the taxpayer's entire liability. Every taxpayer's situation is different - please consult a CPA or licensed tax preparer to ensure that you are filing the correct tax forms!

Historical Past-Year Versions of Arizona Form 140ES Bklt

We have a total of six past-year versions of Form 140ES Bklt in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:


2019 Form 140ES Bklt

Arizona Booklet 140ES

2018 Form 140ES Bklt

Arizona Form 140ES

2017 Form 140ES Bklt

Arizona Form 140ES

2016 Form 140ES Bklt

Arizona Booklet 140ES

Front booklet cover 2013 Form 140ES Bklt

Arizona Booklet 140ES


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