Tc-40 Forms And Instructions - Individual Income Tax Page 8
ADVERTISEMENT
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
316
TC-40 - Line-by-Line Instructions
____ TC-40, Page 1 ____
2c. Enter the number of dependents you are claiming on line
6c of the federal return 1040 or 1040A.
Amended Return
2d. Enter the number of dependents with a disability exemp-
tion you are claiming. Complete form TC-40D, Dependent
If you are amending a previously fi led return, enter the code
with a Disability Exemption, for each dependent claimed
at the top of the TC-40 where indicated. See amended return
each year (see explanation below). Do not send form
instructions on page 5. If this return is not an amended return,
TC-40D with your return. Keep the form and all related
leave this fi eld blank.
documents with your records.
Name, Address, Social Security Number
2e. Add all exemptions on lines 2a through 2d and enter the
Your social security number(s) and name(s) must match your
total.
social security card(s). Print your social security number(s),
Dependent with a Disability Exemption Qualifi cation
name(s), mailing address, and 10-digit telephone number
(UC §59-10-1018)
(without brackets or hyphens), in the spaces provided. If fi ling
Dependent Child with a Disability
married jointly or separately, enter the spouse’s name and
A dependent child with a disability is:
social security number also. Enter social security numbers
• An individual 2 years of age or younger who is claimed as
in the same order your names appear on the form.
a dependent on the taxpayer’s federal individual tax return
SOCIAL SECURITY NUMBER DISCLOSURE
for the year; and
Everyone fi ling a Utah individual income tax return must provide
• Identifi ed under guidelines of the Department of Health
his or her social security number according to Utah law. The
as qualifi ed for Baby Watch Early Intervention Program
social security number is used as the account number on the
for Infants and Toddlers.
State’s system. All information on the income tax return is
For additional information, contact the Utah Department of
confi dential and protected from unauthorized disclosure by
Health, Baby Watch Early Intervention Program for Infants and
federal and state laws.
Toddlers, PO Box 144720, Salt Lake City, UT 84114-4720,
ZIP CODE
telephone 801-584-8226 or 1-800-961-4226.
Enter your Zip Code with the "plus four" at the end, without
Eligible Student with a Disability
a hyphen.
An eligible student with a disability is:
• An individual 21 years of age or younger who is claimed
FOREIGN ADDRESS
as a dependent on the taxpayer’s federal individual tax
If your address is in a foreign country, enter the mailing ad-
return for the year;
dress where indicated. Enter the foreign city, state/province
• Not the taxpayer or the taxpayer’s spouse;
and postal code in the City fi eld. Abbreviate if necessary. Leave
• Determined eligible by an IEP team under State Board of
the State and Zip Code fi elds blank. Enter only the foreign
Education special education rules under Title 63G, Chapter
country name in the "Foreign country" fi eld. This is a Postal
3, Utah Administrative Rulemaking Act as having a dis-
Service requirement.
ability classifi ed as autism, deafness, developmental delay,
DECEASED TAXPAYER
dual sensory impairment (deaf/blind), hearing impairment,
If you are fi ling for a taxpayer who died, enter the deceased
intellectual disability, multi-disability, orthopedic impairment,
individual's name and social security number and your
other health impairment, traumatic brain injury, or visual
mailing address and telephone number. Enter the deceased
impairment;
taxpayer's date of death on TC-40, page 3, Part 1 if the
• Not receiving residential services from the Division of
taxpayer or spouse died in 2012 or 2013. See additional
Services for People with Disabilities created under Sec-
instructions on page 12.
tion 62A-5-102 or a school established under Title 53A,
Chapter 25b, Utah Schools for the Deaf and the Blind; and
1. Filing Status
• Enrolled in an public education program for students with
Enter the code that matches the fi ling status from your federal
disabilities authorized under Section 53A-15-301, or is a
return:
recipient of a scholarship awarded under Title 53A, Chapter
1040 and 1040A,
lines 1 through 5
1a, Part 7, Carson Smith Scholarships for Students with
1040EZ,
no federal fi ling status listed. Select fi ling status
Special Needs Act.
code 1 or 2, whichever applies.
Questions concerning qualifi ed students may be directed
2. Exemptions
to your local school district or charter school, local school,
On lines 2a through 2c, enter the same number of
or the Utah State Offi ce of Education, 250 East 500 South,
exemptions claimed on your federal return.
PO Box 144200, Salt Lake City, UT 84114-4200, telephone
801-538-7587.
2a. Enter “1” if you claim your own exemption on your federal
return. Enter "0" if someone else, such as a parent, is
Dependent Adult with a Disability
claiming you as their dependent on their federal return.
A dependent adult with a disability is:
Enter "0" if you checked "You" on line 5 of your 1040EZ.
• An individual 18 years of age or older who is claimed as a
2b. Enter “1” if you claim your spouse as an exemption on your
dependent on the taxpayer’s federal individual tax return
federal return. Enter "0" if someone else, such as a parent,
for the year;
is claiming your spouse as their dependent on their federal
• Not the taxpayer or the taxpayer’s spouse;
return. Enter "0" if you checked "Spouse" on line 5 of your
• Eligible for services under Title 62A, Chapter 5, Services
1040EZ.
for People with Disabilities; and
• Not enrolled in an education program for students with
disabilities authorized under Section 53A-15-301.
ADVERTISEMENT
0 votes
Related Articles
Related forms
Instructions For Form Pit-8453 - Individual Income Tax Declaration For Electronic Filing And Transmittal
Financial
Instructions For Form 540x - Amended Individual Income Tax Return - Franchise Tax Board - 1999
Financial
Instructions For Form 540x - Amended Individual Income Tax Return - Franchise Tax Board - 2002
Financial
Instructions For Form 540x - Amended Individual Income Tax Return - Franchise Tax Board - 1998
Financial
Related Categories
Parent category: Financial