Tc-40a - Income Tax Schedule A - Parts 1, 2, 3 Page 2

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TC-40A Continued
PART 3: NON OR PART-YEAR RESIDENTS ONLY - Worksheet to Calculate Utah Income Tax Liability
YOU MUST complete the worksheet below and enter the totals from line 29 of COLUMN A and COLUMN B below in the corresponding boxes
on line 17 of your state income tax return. Enter the COLUMN A total in "Box a" and the COLUMN B total in "Box b" on line 17 of your return.
Complete
columns A & B
to determine your Utah income and total income.
Column A - UTAH INCOME AND ADJUSTMENTS
Column B - FEDERAL INCOME AND ADJUSTMENTS
INCOME: Include all income/loss 1) earned or received from Utah
The amounts entered in this column are income and adjustments
sources while not a Utah resident; and 2) received while a Utah
from all sources, and are found on your federal return, as noted
resident. This includes all pension, annuity, dividend and interest
below.
income received while a Utah resident, even if it is not from a Utah
source.
ADJUSTMENTS: Enter the amount of each adjustment applicable
to federal income.
ADJUSTMENTS: Enter the amount of each adjustment applicable
to Utah income. This includes payments to qualified IRA or KEOGH
retirement plans, alimony paid while a Utah resident, moving
expenses when moving into Utah, etc.
INCOME
COLUMN A - UTAH
COLUMN B - FEDERAL
1. Wages, salaries, tips, etc. (1040/1040A line 7, 1040EZ line 1)
00
00
2. Taxable interest income (1040/1040A line 8a, 1040EZ line 2)
00
00
3. Ordinary dividends (1040/1040A line 9)
00
00
4. Taxable refunds, credits or offsets of state and local income tax (1040 line 10)
00
00
5. Alimony received (1040 line 11)
00
00
6. Business or income/loss (1040 line 12)
00
00
7. Capital gain/loss (1040 line 13, 1040A line 10)
00
00
8. Other gain/loss (1040 line 14)
00
00
9. IRA distributions (1040 line 15b, 1040A line 11b)
00
00
10. Pensions and annuities (1040 line 16b, 1040A line 12b)
00
00
11. Rental real estate, royalties, partnerships, S corporation, trust, etc. (1040 line 17)
00
00
12. Farm income/loss (1040 line 18)
00
00
13. Unemployment compensation (1040 line 19, 1040A line 13, 1040EZ line 3)
00
00
14. Social Security benefits (1040 line 20b, 1040A line 14b)
00
00
15. Other income (1040 line 21)
00
00
16. Total income (add lines 1 through 15)
00
00
ADJUSTMENTS
COLUMN A - UTAH
COLUMN B - FEDERAL
17. Educator expense (1040 line 23, 1040A line 16)
00
00
00
18. IRA deductions (1040 line 24, 1040A line 17)
00
19. Student loan interest deduction (1040 line 25, 1040A line 18)
00
00
00
20. Tuition and fees deductions (1040 line 26, 1040A line 19)
00
00
00
21. Archer MSA deduction (1040 line 27)
22. Moving expenses (1040 line 28 - deduct in "Column A" only expenses from moving into or within Utah)
00
00
23. One-half of self-employment tax (1040 line 29)
00
00
24. Self-employed health insurance deduction (1040 line 30)
00
00
25. Self-employed SEP, SIMPLE, and qualified plans (1040 line 31)
00
00
26. Penalty on early withdrawal of savings (1040 line 32)
00
00
27. Alimony paid (1040 line 33a)
00
00
28. Total adjustments (add lines 17 through 27)
00
00
29. Subtract line 28 from line 16 for both COLUMNS A & B.
00
00
COLUMN B total must equal the FAGI amount on line 4 of your Utah return.
Enter total here and
Enter total here and
Attach this SCHEDULE to your Utah tax return.
in “Box a” on line 17.
in “Box b” on line 17.
IMPORTANT: To protect your privacy, use the "clear form" button when you are finished.
Clear form

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