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Utah Free Printable 2023 Utah TC-40 Individual Income Tax Mini Packet of Forms for 2024 Utah Utah Individual Income Tax Return Mini Packet

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Utah Individual Income Tax Return Mini Packet
2023 Utah TC-40 Individual Income Tax Mini Packet of Forms

Clear form 2023 Utah State Tax Commission Utah Individual Income Tax Return 40301 TC-40 All state income tax dollars support education, children and individuals with disabilities. 9998 • Amended Return - enter code: (see instructions) USTC ORIGINAL FORM Full-yr Resident? Your Social Security No. Your first name Your last name Spouse’s Soc. Sec. No. Spouse’s first name Spouse's last name Y/N Address If deceased, complete page 3, Part 1 Telephone number City 1 Filing Status - enter code 1 = Single • 2 = Married filing jointly 3 = Married filing separately 4 = Head of household 5 = Qualifying surviving spouse If using code 2 or 3, enter spouse’s name and SSN above State •2 a b c d ZIP+4 Qualifying Dependents Dependents age 16 and under Other dependents Dependents born in 2023 Total (add lines a, b and c) See instructions. Foreign country (if not U.S.) 3 Election Campaign Fund Does not increase your tax or reduce your refund. Enter the code for the Yourself Spouse party of your choice. • • See instructions for 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 .00 10 Utah tax - multiply line 9 by 4.65% (.0465) (not less than zero) 11 Utah personal exemption (multiply line 2d by $1,941) • 11 .00 12 Federal standard or itemized deductions • 12 .00 13 .00 • 14 .00 15 .00 • 16 .00 17 Enter: $16,742 (single or married filing separately); $25,114 (head of • 17 household); or $33,484 (married filing jointly or qualifying surviving spouse) 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) .00 13 Add line 11 and line 12 14 State income tax included in federal itemized deductions 15 Subtract line 14 from line 13 16 Initial credit before phase-out - multiply line 15 by 6% (.06) • 19 20 Taxpayer tax credit - subtract line 19 from line 16 (not less than zero) 21 If you are a qualified exempt taxpayer, enter “X” (complete worksheet in instr.) 22 Utah income tax - subtract line 20 from line 10 (not less than zero) Electronic filing is quick, easy and free, and will speed up your refund. To learn more, go to tap.utah.gov .00 • 20 .00 • 22 .00 • 21 40302 Utah Individual Income Tax Return (continued) SSN TC-40 2023 Last name Pg. 2 USTC ORIGINAL FORM 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) Non or Part-year resident, complete and enter the UTAH TAX from TC-40B, line 41 26 Nonapportionable nonrefundable credits from TC-40A, Part 4 (attach TC-40A, page 1) • 25 .00 • 26 .00 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 .00 33 Total withholding - If you have mineral production withholding or pass-through entity withholding, complete page 3, Part 5. If not, enter on line 33 the total of TC-40W, Part 1. 34 Credit for Utah income taxes prepaid from TC-546 and 2022 refund applied to 2023 • 33 .00 • 34 .00 35 AMENDED RETURN ONLY - previous payments • 35 .00 36 Nonapportionable refundable credits from TC-40A, Part 5 (attach TC-40A, page 2) • 36 .00 37 Apportionable refundable credits from TC-40A, Part 6, line c (attach TC-40A, page 2) • 37 .00 38 .00 • 39 .00 40 .00 41 TOTAL DUE - PAY THIS AMOUNT - add line 39 and line 40 • 41 .00 42 REFUND - subtract line 32 from line 38 (not less than zero) • 42 .00 23 Enter tax from TC-40, page 1, line 22 27 Subtract line 26 from line 25 (not less than zero) 32 Total tax, use tax and additions to tax (add lines 27 through 31) 38 Total withholding and refundable credits - add lines 33 through 37 39 TAX DUE - subtract line 38 from line 32 (not less than zero) 40 Penalty and interest (see instructions) 43 Voluntary subtractions from refund (not greater than line 42) • 43 Enter the total from page 3, Part 6 checking 44 REMAINING REFUND DIRECT DEPOSIT - your account information (see instructions for foreign accounts) • Routing number • Account number Type: • .00 savings • foreign • 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 Preparer’s signature Preparer’s telephone number Preparer’s PTIN Designee • Paid Date • Preparer’s Firm’s name Section and address Preparer’s EIN • Attach page 3 if you: are filing for a deceased taxpayer, are filing a fiscal year return, filed IRS form 8886, are making contributions, want to deposit into a my529 account, want to apply all/part of your refund to next year’s taxes, have mineral production or pass-through entity withholding, or no longer qualify for a homeowner’s exemption. 40303 Utah Individual Income Tax Return (continued) SSN TC-40 2023 Last name Pg. 3 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. • 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 Code 02 Pamela Atkinson Homeless Account • 03 Kurt Oscarson Children’s Organ Transplant Account 05 School District and Nonprofit School District Foundation - enter school district code • See instructions for school district codes, or get codes at incometax.utah.gov/contributions/school-districts • 15 Clean Air Fund 16 Governor’s Suicide Prevention Fund • / mm/yy Sch Dist Code Amount .00 .00 .00 .00 .00 Total voluntary contributions (enter the total here and on TC-40, page 2, line 28): Part 5 - Withholding 1. Utah income tax withheld shown on TC-40W, Part 1 (attach TC-40W, page 1): • 1 .00 2. Mineral production withholding tax shown on TC-40W, Part 2 (attach TC-40W, page 2): • 2 .00 3. Pass-through entity withholding tax shown on TC-40W, Part 3 (attach TC-40W, page 2): • 3 .00 .00 Total withholding (enter the total here and on TC-40, page 2, line 33): Part 6 - Voluntary Subtractions from Refund 1. Enter the amount of your refund you want deposited into your my529 account(s): See instructions. Also see my529.org, or call 1-800-418-2551. 2. Enter the amount of your refund you want applied to your 2024 taxes: • 1 .00 • 2 .00 .00 Total voluntary subtractions (enter the total here and on TC-40, page 2, line 43): May not be greater than the amount on line 42. 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). Mail RETURNS WITH PAYMENTS to: Ź • Enter “X” • Enter code Utah State Tax Commission Mail Utah State Tax Commission 210 N 1950 W ALL OTHER 210 N 1950 W 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. Ź 40304 Income Tax Supplemental Schedule SSN TC-40A 2023 Last name Pg. 1 USTC ORIGINAL FORM Part 1 - Additions to Income (enter the code and amount of each addition to income) See instructions or incometax.utah.gov for codes. Code Amount • .00 • .00 • .00 • .00 • .00 .00 Total additions to income (add all additions to income and enter total here and on TC-40, line 5) Part 2 - Subtractions from Income (enter the code and amount of each subtraction from income) See instructions or incometax.utah.gov for codes. If using subtraction 77 (Native American Income), enter your enrollment number and tribal code: Tribe Enrollment Number Code You • Spouse • Code Amount • .00 • .00 • .00 • .00 • .00 .00 Total subtractions from income (add all subtractions from income and enter total here and on TC-40, line 8) Part 3 - Apportionable Nonrefundable Credits (enter the code and amount of each credit) See instructions or incometax.utah.gov for codes. If you are using credit 18 (Retirement Credit), enter your birth date(s): You • Spouse • / / / / mm/dd/yy mm/dd/yy Code Amount • .00 • .00 • .00 • .00 • .00 .00 Total apportionable nonrefundable credits (add all Part 3 credits and enter total here and on TC-40, line 24) Part 4 - Nonapportionable Nonrefundable Credits (enter the code and amount of each credit) See instructions or incometax.utah.gov for codes. If you are using credit 02 (Qualified Sheltered Workshop), enter the sheltered workshop’s name: Code .00 • .00 • .00 • .00 • .00 Total nonapportionable nonrefundable credits (add all Part 4 credits and enter total here and on TC-40, line 26) Submit page ONLY if data entered. Attach completed schedule to your Utah Income Tax Return. Amount • .00 40305 Income Tax Supplemental Schedule SSN TC-40A 2023 Last name Pg. 2 USTC ORIGINAL FORM Part 5 - Nonapportionable Refundable Credits (enter the code and amount of each credit) See instructions or incometax.utah.gov for codes. Code Amount • .00 • .00 • .00 • .00 • .00 .00 Total nonapportionable refundable credits (add all Part 5 credits and enter total here and on TC-40, line 36) Part 6 - Apportionable Refundable Credits (enter the code and amount of each credit) See instructions or incometax.utah.gov for codes. Code .00 • .00 • .00 • .00 a. Total apportionable refundable credits (add all Part 6 credits and enter total here) a. b. If you are a nonresident or a part-year resident, enter the apportionment fraction from TC-40B, line 39: If you are a full-year Utah resident, enter “1”. Apportioned refundable credits (multiply line a by line b and enter the total here) Enter this amount on TC-40, line 37. b. c. Submit page ONLY if data entered. Attach completed schedule to your Utah Income Tax Return. Amount • c. .00 .00 40309 Part 1 - Utah Withholding Tax Schedule SSN TC-40W 2023 Last name Pg. 1 USTC ORIGINAL FORM Line Explanations IMPORTANT 1 2 Do not send your W-2s or 1099s with your return. Instead enter W-2 or 1099 information below, but only if there is Utah withholding on the form. 3 4 5 6 7 Employer/payer ID number from W-2 box “b” or 1099 Utah withholding ID number from W-2 box “15” or 1099 (14 characters, ending in WTH, no hyphens) Employer/payer name and address from W-2 box “c” or 1099 Enter “X” if reporting Utah withholding from form 1099 Employee’s Social Security number from W-2 box “a” or 1099 Utah wages or income from W-2 box “16” or 1099 Utah withholding tax from W-2 box “17” or 1099 First W-2 or 1099 1 Use additional forms TC-40W if you have more than four W-2s and/or 1099s with Utah withholding tax. Enter mineral production withholding from TC-675R in Part 2 of TC-40W; enter pass-through entity withholding in Part 3 of TC-40W. Second W-2 or 1099 1 2 (14 characters, no hyphens) 2 3 3 4 4 5 5 (14 characters, no hyphens) 6 .00 6 .00 7 .00 7 .00 Third W-2 or 1099 1 Fourth W-2 or 1099 1 2 (14 characters, no hyphens) 2 3 3 4 4 5 5 (14 characters, no hyphens) 6 .00 6 .00 7 .00 7 .00 Total Utah withholding tax from all lines 7: If you have nothing to enter on TC-40W, page 2, enter this total on TC-40, page 2, line 33. If you have entries on TC-40W, page 2, enter this total on TC-40, page 3, Part 5, line 1. 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. .00 40310 Mineral Production and Pass-through Withholding SSN TC-40W 2023 Last name Pg. 2 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 1 Producer’s EIN from box “2” of TC-675R 4 Pass-through entity EIN if credit from partnership or S corporation 2 Producer’s name from box “1” of TC-675R (enter EIN from Utah Schedule K-1) 3 Producer’s Utah withholding number from box “3” of TC-675R 5 Utah mineral production withholding tax from box”6” of TC-675R or (14 characters, ending in WMP, no hyphens) 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) 4 3 (14 characters, no hyphens) 4 .00 5 5 .00 Third TC-675R or Utah Schedule K-1 1 Fourth TC-675R or Utah Schedule K-1 1 2 2 3 (14 characters, no hyphens) 4 3 (14 characters, no hyphens) 4 .00 5 5 .00 Total mineral production withholding tax from all lines 5. Enter here and on TC-40, page 3, Part 5, line 2. .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 1 Pass-through entity EIN from Utah Schedule K-1 box “A” 2 Name 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 .00 3 3 Third Utah Schedule K-1 1 Fourth Utah Schedule K-1 1 2 2 3 .00 3 .00 .00 Total pass-through withholding tax from all lines 3. Enter here and on TC-40, page 3, Part 5, line 3. Submit page ONLY if data entered. Attach completed schedule to your Utah Income Tax Return. .00
Extracted from PDF file 2023-utah-tc-40-mini-packet.pdf, last modified June 2014

More about the Utah TC-40 Mini Packet Individual Income Tax Tax Return TY 2023

This form packet contains just TC-40, TC-40A, and TC-40W, no instructions are included.

We last updated the Utah Individual Income Tax Return Mini Packet in January 2024, so this is the latest version of TC-40 Mini Packet, fully updated for tax year 2023. You can download or print current or past-year PDFs of TC-40 Mini Packet directly from TaxFormFinder. You can print other Utah tax forms here.


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Related Utah Individual Income Tax Forms:

TaxFormFinder has an additional 55 Utah income tax forms that you may need, plus all federal income tax forms. These related forms may also be needed with the Utah TC-40 Mini Packet.

Form Code Form Name
Form TC-40 Utah Individual Income Tax Return
Form TC-40A Schedule A - Income Tax Supplemental Schedule
Form TC-40W TC-40 Withholding Schedules
Form TC-40B Schedule B - Non or Part-year Resident Utah Income Schedule
Form TC-40D Dependent with a Disability Exemption
Form TC-40C Schedule C - Retirement Credit Schedule
Form TC-40H Historic Preservation Tax Credit
Form TC-40LI Summary of Utah Low-Income Housing Tax Credit
Form TC-40LIC Utah Low-Income Housing Tax Credit Carryback and/or Carryforward
Form TC-40LIS Credit Share Summary of Low-Income Housing Project

Download all UT tax forms View all 56 Utah Income Tax Forms


Form Sources:

Utah usually releases forms for the current tax year between January and April. We last updated Utah TC-40 Mini Packet from the State Tax Commission in January 2024.

Show Sources >

TC-40 Mini Packet is an Utah Individual Income Tax form. Like the Federal Form 1040, states each provide a core tax return form on which most high-level income and tax calculations are performed. While some taxpayers with simple returns can complete their entire tax return on this single form, in most cases various other additional schedules and forms must be completed, depending on the taxpayer's individual situation, to create a complete income tax return package.

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 Utah TC-40 Mini Packet

We have a total of eleven past-year versions of TC-40 Mini Packet in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:


2023 TC-40 Mini Packet

2023 Utah TC-40 Individual Income Tax Mini Packet of Forms

2022 TC-40 Mini Packet

2022 Utah TC-40 Individual Income Tax Mini Packet of Forms

2021 TC-40 Mini Packet

2021 Utah TC-40 Individual Income Tax - Mini Packet of Forms

2020 TC-40 Mini Packet

2020 Utah TC-40 Individual Income Tax Mini packet of forms

2019 TC-40 Mini Packet

2019 Utah TC-40 forms minipacket

2018 TC-40 Mini Packet

2018 Utah TC-40 mini packet of forms

2017 TC-40 Mini Packet

2017 Utah TC-40, Individual Income Tax mini packet of common forms

2016 TC-40 Mini Packet

2016 TC-40, Individual Income Tax Return

2015 TC-40 Mini Packet

2015 TC-40 Individual Income Tax Return, mini packet of forms

Utah Individual Income Tax Return Mini Packet (contains just TC-40, TC-40A, and TC-40W, no instructions) 2014 TC-40 Mini Packet

2014 TC-40, Utah Individual Income Tax Return Mini Packet of Forms

Utah Individual Income Tax Return Mini Packet (contains just TC-40, TC-40A, and TC-40W, no instructions) 2013 TC-40 Mini Packet

2013 TC-40 Packet of Common Used Income Tax Forms


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