Utah Utah Individual Income Tax Return Mini Packet

Utah Individual Income Tax Return Mini Packet
Utah TC-40
Clear form

2025

Utah State Tax Commission

Utah Individual Income Tax Return

40501

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 2025
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 4.5% (.045) (not less than zero)
11 Utah personal exemption (multiply line 2d by $2,111)

• 11

.00

12 Federal standard or itemized deductions

• 12

.00

13

.00

14 State income tax from federal 1040, Schedule A, line 5e, less lines 5b and 5c
(not less than zero)
15 Subtract line 14 from line 13

• 14

.00

15

.00

16 Initial credit before phase-out - multiply line 15 by 6% (.06)

• 16

.00

17 Enter: $18,213 (single or married filing separately); $27,320 (head of
household); or $36,426 (married filing jointly or qualifying surviving spouse)
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

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