District of Columbia Nonresident Request for Refund
Extracted from PDF file 2019-district-of-columbia-form-d-40b.pdf, last modified September 2019
Nonresident Request for RefundClear Print STAPLE W-2s AND OTHER WITHHOLDING STATEMENTS HERE STAPLE OTHER REQUESTED DOCUMENTS IN UPPER LEFT BEHIND THIS FORM Government of the District of Columbia Nonresident 2019 D-40B Request for Refund *190401110002* This is a FILL-IN format. Please do not handwrite any data on this form other than your signature. Personal information OFFICIAL USE ONLY Your first name M.I. Your Taxpayer Identification Number (TIN) Vendor ID#0002 Last name Your date of birth (MMDDYYYY) Daytime phone number Current mailing address (number, street and suite/apartment number if applicable) City State Zip Code + 4 Country or U.S. commonwealth/U.S. territory Review categories A - B below and attach your withholding statements and/or DD Form 2058, JAN 2018. Indicate the state in the boxes below. A. Commuter/Domiciliary State Exemption: I declare that during the taxable year shown above I either commuted on a daily basis from my place of residence to work in the District of Columbia (DC) or I was a domiciliary or legal resident of the state listed and my only income from sources within DC was from wages and salaries, which are subject to taxation by (enter the 2 letter state abbreviation for your domiciliary or legal state of residency). I did not maintain a place of abode in DC for a total of more than 183 days. (see instructions). DC tax was erroneously withheld from salary and wages paid to me by my employer. B. Military spouse exemption: If your non-resident military spouse was in the armed services during 2019, and you are not a DC resident or elected to use the same residence as your non-resident military spouse, enter the state of domicile declared on DD Form 2058. You must complete and attach a copy of DD Form 2058, JAN 2018 with the D-40B. C. List the type and location of any DC real property you own. Type of property Address (number, street and suite/apartment number if applicable) Type of property Address (number, street and suite/apartment number if applicable) Refund request Round cents to nearest dollar. If amount is zero, leave line blank. 1 1. DC income tax withheld 2. 2019 DC estimated income tax payments 2 3. Refund request Add Lines 1 and 2. 3 Attach copies of your withholding statements. Will the refund go to an account outside the US? Yes No $ $ $ .00 .00 .00 See instructions. Refund Options: For information on the tax refund card and program limitations, see instructions or visit our website MyTax.DC.gov Mark one refund choice: Direct Deposit or ReliaCard (see instructions) or Paper Check Direct Deposit If you want your refund deposited in your bank account, fill in type of account checking savings and enter the routing number and account number below. Routing Number Fill in Account Number if you agree to receive your 1099-G Income Tax refund statement electronically (see instructions). Third party designee To authorize another person to discuss this return with OTR, fill in here Designee’s name Signature and enter the name and phone number of that person. See instructions. Phone number Under penalties of law, I declare that I have examined this request and any attached statements and, to the best of my knowledge, they are correct. Your signature Date Preparer’s signature Preparer’s Tax Identification Number (PTIN) Revised 06/2019 Who must file a Form D-40B? Any non-resident of DC claiming a refund of DC income tax withheld or paid by estimated tax payments must file a D-40B. A non-resident is anyone whose permanent home was outside DC during all of 2019 and who did not live in DC for a total of 183 days or more during 2019. • A joint request for refund is not permitted. • Attach all statements showing DC withholding to the front of this page. • Be sure to include your date of birth on the front page. NOTE: If you moved into DC with the intent of becoming a domiciliary, you are considered a DC resident and the 183 days does not apply. NOTE: If you are claiming a military spouse exemption, a copy of DD Form 2058, JAN 2018 must be completed and attached to your D-40B request. Taxpayer Identification Number (TIN) You must have a TIN, whether it is a Federal Employer Identification Number (FEIN), Social Security Number (SSN), Individual Taxpayer Identification Number (ITIN) or Preparer Tax Identification Number (PTIN). • An FEIN is a number issued by the Internal Revenue Service (IRS) To apply for an FEIN, get Form SS-4, Application for Employer Identification Number, or get this form online at www.irs.gov/businesses and click on Employer Identification Number (EIN) under Starting a Business. You may also get this form by calling 1-800-TAX-FORM (1-800-829-3676); • An SSN is a valid number issued by the Social Security Administration (SSA) of the United States Government. To apply for an SSN, get form SS-5, Application for a Social Security Card, from your local SSA office or get this form online at www.ssa.gov. You may also get this form by calling 1-800-772-1213. • An ITIN, Individual Taxpayer Identification Number is a valid number issued by the IRS. The IRS issues ITINs to individuals who are required to have a U.S. taxpayer identification number but who do not have, and are not eligible to obtain, a Social Security number (SSN) from the Social Security Administration (SSA). ITINs do not serve any purpose other than federal tax reporting • An PTIN, Preparer Tax Identification Number is a valid identification number issued by the IRS that all paid tax preparers must use on tax returns or claims for refund. Revised 06/19 Where to send a Form D-40B? You must mail the completed Form D-40B to: Office of Tax and Revenue PO Box 96147 Washington, DC 20090-6147 How will we respond to your request? • We will send you a refund for the amount you request if we determine you were not a resident of DC during 2019; or • Based on the information you provide, we may determine that you qualify as a DC resident. If so, we will require that you ﬁle a DC Form D-40 tax return. Notice: In order to comply with banking rules, we will not issue a refund to or through a foreign financial institution. Instead, we will issue a paper check. In the event of a rejection of direct deposit, refunds will be re-issued on a paper check. Whats New U.S. Bank ReliaCard™ If you want your refund on a ReliaCard, select “ReliaCard” under the Refund Options on the D-40B form. Refunds under $2 or greater than $4,000 do not qualify for the ReliaCard. Non-qualified refunds will receive a paper check if direct deposit is not selected. Pre-Acquisition Disclosures The Consumer Financial Protection Board (CFPB) has published its final Prepaid Account Rule, creating detailed consumer protections for prepaid accounts. For tax year 2019, if you elect to receive a refund using the U.S. Bank ReliaCard™ or use a pre-paid card to make payments, you are required to review and acknowledge the Pre-Acquisition Disclosures (Short and Long Forms) prior to selecting the ReliaCard option as method for receiving a refund or using a prepaid card when making a payment. Electronic 1099-G Beginning in January 2020, the Office of Tax and Revenue (OTR) will be offering you a paperless option for receiving the Form 1099-G income tax refund statement. You will continue to receive your paper statement unless you choose the paperless option.
More about the District of Columbia Form D-40B Individual Income Tax Nonresident TY 2019
This form is to be filed by any nonresident of DC claiming a refund of DC income tax withheld or paid by estimated tax payments must file a D-40B. A nonresident is anyone whose permanent home was outside DC during all of the tax year and who did not live in DC for a total of 183 days or more during the year.
We last updated the Nonresident Request for Refund in February 2020, so this is the latest version of Form D-40B, fully updated for tax year 2019. You can download or print current or past-year PDFs of Form D-40B directly from TaxFormFinder. You can print other District of Columbia tax forms here.
Other District of Columbia Individual Income Tax Forms:
|Form Code||Form Name|
|Form D-40B||Nonresident Request for Refund|
|Form DR 0104||Individual Income Tax Return and Instructions Booklet|
|D-40WH||Withholding Tax Schedule|
|FR-147||Statement of Person Claiming Refund Due a Deceased Taxpayer|
District of Columbia usually releases forms for the current tax year between January and April. We last updated District of Columbia Form D-40B from the Office of Taxpayer Revenue in February 2020.
Form D-40B is a District of Columbia Individual Income Tax form. Many states have separate versions of their tax returns for nonresidents or part-year residents - that is, people who earn taxable income in that state live in a different state, or who live in the state for only a portion of the year. These nonresident returns allow taxpayers to specify which which income is subject to the state's taxes, and which is not.
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 District of Columbia Form D-40B
We have a total of six past-year versions of Form D-40B in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:
While we do our best to keep our list of District of Columbia Income Tax Forms up to date and complete, we cannot be held liable for errors or omissions. Is the form on this page out-of-date or not working? Please let us know and we will fix it ASAP.