×
tax forms found in
Tax Form Code
Tax Form Name

Utah Free Printable 2021 Utah TC-40 Individual Income Tax Return for 2022 Utah Schedule C - Retirement Credit Schedule

It appears you don't have a PDF plugin for this browser. Please use the link below to download 2021-utah-form-tc-40c.pdf, and you can print it directly from your computer.

Schedule C - Retirement Credit Schedule
2021 Utah TC-40 Individual Income Tax Return

Clear form 2021 Utah State Tax Commission 40101 Utah Individual Income Tax Return TC-40 All State Income Tax Dollars Fund Education 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 widow(er) If using code 2 or 3, enter spouse’s name and SSN above State •2 a b c ZIP+4 Qualifying Dependents Dependents age 16 and under Other dependents Total (add lines a and b) Dependents must be claimed for the child tax credit on your federal return. 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 4.95% (.0495) (not less than zero) 11 Utah personal exemption (multiply line 2c by $1,750) • 11 .00 12 Federal standard or itemized deductions • 12 .00 13 .00 • 14 .00 15 .00 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 of household); or $30,190 (if married filing jointly or qualifying widower) 18 Income subject to phase-out - subtract line 17 from line 9 (not less than zero) • 17 .00 18 .00 19 Phase-out amount - multiply line 18 by 1.3% (.013) • 19 .00 13 Add line 11 and line 12 14 State income tax included in federal itemized deductions 15 Subtract line 14 from line 13 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 • 20 .00 • 22 .00 • 21 40102 Utah Individual Income Tax Return (continued) SSN TC-40 2021 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 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 .00 • 40 .00 • 42 .00 • 43 .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) 39 Total withholding and refundable credits - add lines 33 through 38 40 TAX DUE - subtract line 39 from line 32 (not less than zero) 41 Penalty and interest (see instructions) 42 TOTAL DUE - PAY THIS AMOUNT - add line 40 and line 41 41 .00 43 REFUND - subtract line 32 from line 39 (not less than zero) 44 Voluntary subtractions from refund (not greater than line 43) • 44 Enter the total from page 3, Part 5 checking 45 DIRECT DEPOSIT YOUR REMAINING REFUND - provide account information (see instructions for foreign accounts) • Routing number • Account number Account type: • .00 savings • 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 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. 40103 Utah Individual Income Tax Return (continued) SSN TC-40 2021 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. • / mm/yy 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 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 Code 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 - 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 2022 taxes: • 1 .00 • 2 .00 .00 Total voluntary subtractions (enter the total here and on TC-40, page 2, line 44): 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). Mail RETURNS WITH PAYMENTS to: Ź Utah State Tax Commission 210 N 1950 W Salt Lake City, UT 84134-0266 Mail ALL OTHER RETURNS to: Ź Submit page ONLY if data entered. Attach completed schedule to your Utah Income Tax return. • • Enter “X” • Enter code Utah State Tax Commission 210 N 1950 W Salt Lake City, UT 84134-0260 40104 Income Tax Supplemental Schedule SSN TC-40A 2021 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 40105 Income Tax Supplemental Schedule SSN TC-40A 2021 Last name Pg. 2 USTC ORIGINAL FORM Part 5 - Refundable Credits (enter the code and amount of each refundable credit) See instructions or incometax.utah.gov for codes. Total refundable credits (add all refundable credits and enter total here and on TC-40, line 38) Submit page ONLY if data entered. Attach completed schedule to your Utah Income Tax Return. Code Amount • .00 • .00 • .00 • .00 • .00 .00 40106 Non and Part-year Resident Schedule SSN TC-40B 2021 Last name USTC ORIGINAL FORM Residency Status: • Nonresident: Home state abbreviation: • / Part-year resident from: / mm/dd/yy Income 1 Wages, salaries, tips, etc. (1040 line 1) 2 Taxable interest income (1040 line 2b) 3 Ordinary dividends (1040 line 3b) 4 IRAs, pensions and annuities - taxable amount (1040 lines 4b and 5b) 5 Social Security benefits - taxable amount (1040 line 6b) 6 Taxable refunds/credits/offsets of state/local income taxes (1040, Schedule 1, line 1) 7 Alimony received (1040, Schedule 1, line 2a) 8 Business income or (loss) (1040, Schedule 1, line 3) 9 Capital gain or (loss) (1040, line 7) 10 Other gains or (losses) (1040, Schedule 1, line 4) 11 Rental real estate, royalties, partnerships, S corps, trusts, etc. (1040, Schd 1, line 5) 12 Farm income or (loss) (1040, Schedule 1, line 6) 13 Unemployment compensation (1040, Schedule 1, line 7) 14 Other income (1040, Schedule 1, line 9) 15 Additions to income from TC-40A, Part 1 (Utah portion only in Utah column) 16 Reserved 17 Reserved 18 Total income (loss) - add lines 1 through 17 for both columns A and B Col. A - UTAH Adjustments 19 Educator expenses (1040, Schedule 1, line 11) 20 Certain bus. expenses of reservists, performing artists, etc. (1040, Schd 1, line 12) 21 Health savings account deduction (1040, Schedule 1, line 13) 22 Moving expenses (1040, Schedule 1, line 14) - col. A only expenses moving into Utah 23 Deductible part of self-employment tax (1040, Schedule 1, line 15) 24 Self-employed SEP, SIMPLE and qualified plans (1040, Schedule 1, line 16) 25 Self-employed health insurance deduction (1040, Schedule 1, line 17) 26 Penalty on early withdrawal of savings (1040, Schedule 1, line 18) 27 Alimony paid (1040, Schedule 1, line 19a) 28 IRA deduction (1040, Schedule 1, line 20) 29 Student loan interest deduction (1040, Schedule 1, line 21) 30 Reserved 31 Reserved 32 Taxable refunds/credits/offsets of state and local income taxes (1040, Schd 1, line 1) 33 Subtractions from income from TC-40A, Part 2 (Utah portion only in Utah column) 34 Reserved 35 Reserved 36 (see instructions): 37 Total adjustments - add lines 19 through 36 for both columns A and B Col. A - UTAH 38 Subtract line 37 from line 18 for both columns A and B Line 38, column B must equal TC-40, line 9 / / mm/dd/yy Col. B - TOTAL .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 Col. B - TOTAL .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 • to .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 • .00 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. 40108 Credit for Income Tax Paid to Another State SSN TC-40S 2021 Last name 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 Federal adjusted gross income from TC-40, line 4 (see instructions) 3 Divide line 1 by line 2; round to 4 decimal places. Do not enter a number greater than 1.0000. 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 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. 6 .00 7 Credit for tax paid another state - lesser of line 5 or line 6 SECOND STATE 1 Enter federal adjusted gross income taxed by both Utah and state of: 2 .00 2 3 7 1 .00 2 .00 2 Federal adjusted gross income from TC-40, line 4 (see instructions) 3 Divide line 1 by line 2; round to 4 decimal places. Do not enter a number greater than 1.0000. 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 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. 6 .00 7 Credit for tax paid another state - lesser of line 5 or line 6 THIRD STATE 1 Enter federal adjusted gross income taxed by both Utah and state of: .00 3 7 1 .00 2 .00 2 Federal adjusted gross income from TC-40, line 4 (see instructions) 3 Divide line 1 by line 2; round to 4 decimal places. Do not enter a number greater than 1.0000. 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 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. 6 .00 7 Credit for tax paid another state - lesser of line 5 or line 6 .00 3 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. 7 .00 40109 Part 1 - Utah Withholding Tax Schedule SSN TC-40W 2021 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 Enter total Utah withholding tax from all lines 7 here and on TC-40, page 2, line 33: 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 40110 Mineral Production and Pass-through Withholding SSN TC-40W 2021 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 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 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 .00 Third Utah Schedule K-1 1 Fourth Utah Schedule K-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: Submit page ONLY if data entered. Attach completed schedule to your Utah Income Tax Return. .00
Extracted from PDF file 2021-utah-form-tc-40c.pdf, last modified June 2014

More about the Utah Form TC-40C Individual Income Tax Tax Credit TY 2021

Form TC-40C requires you to list multiple forms of income, such as wages, interest, or alimony .

We last updated the Schedule C - Retirement Credit Schedule in March 2022, so this is the latest version of Form TC-40C, fully updated for tax year 2021. You can download or print current or past-year PDFs of Form TC-40C directly from TaxFormFinder. You can print other Utah tax forms here.

Other Utah Individual Income Tax Forms:

TaxFormFinder has an additional 55 Utah income tax forms that you may need, plus all federal income tax forms.

Form Code Form Name
Form TC-40 Utah Individual Income Tax Return
Form TC-40B Schedule B - Non or Part-year Resident Utah Income Schedule
Form TC-547 Individual Income Tax Return Payment Coupon
Form TC-546 Individual Income Tax Prepayment Coupon (This is NOT an extension form)
Form TC-40A Schedule A - Income Tax Supplemental Schedule

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 Form TC-40C from the State Tax Commission in March 2022.

Show Sources >

Form TC-40C is an Utah Individual Income Tax form. States often have dozens of even hundreds of various tax credits, which, unlike deductions, provide a dollar-for-dollar reduction of tax liability. Some common tax credits apply to many taxpayers, while others only apply to extremely specific situations. In most cases, you will have to provide evidence to show that you are eligible for the tax credit, and calculate the amount of the credit to which you are entitled.

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 Form TC-40C

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


2021 Form TC-40C

2021 Utah TC-40 Individual Income Tax Return

2020 Form TC-40C

2021 Utah TC-40 Individual Income Tax Return

2019 Form TC-40C

2019 Utah TC-40C, Retirement Tax Credit Schedule

2018 Form TC-40C

2018 TC-40 Schedule C, Retirement Tax Credit Schedule

2017 Form TC-40C

2017 Utah TC-40 Schedule C, Retirement Tax Credit Schedule

2016 Form TC-40C

2016 TC-40, Individual Income Tax Return

2015 Form TC-40C

2015 TC-40, Retirement Tax Credit Schedule

Schedule C - Retirement Credit Schedule 2014 Form TC-40C

2014 TC-40C, Retirement Tax Credit Schedule

Schedule C - Retirement Credit Schedule 2013 Form TC-40C

2013 TC-40C, Retirement Credit Schedule

2012 Form TC-40C

2012 TC-40C, Retirement Tax Credit Schedule

2011 Form TC-40C

2011 TC-40C, Retirement Credit Schedule


TaxFormFinder Disclaimer:

While we do our best to keep our list of Utah 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.

** This Document Provided By TaxFormFinder.org **
Source: http://www.taxformfinder.org/utah/form-tc-40c