Utah Tax Filing
Filing Your Taxes in Utah
Filing taxes is always a little frustrating no matter which way you look at it and sometimes you need a little help. Which form do I file with my return for which state? How do I find out my residency status? How does my residency status affect my tax return? You can find the answers to these questions and more here to help make filing your taxes as easy as 1-2-3!
In Utah, there are several non-refundable credits that residents can claim including retirement tax credits.
Income tax returns must be filed by April 15th.
Online Tax Software: Compare Them Here
If want to prepare and file your taxes the easy way, consider using online tax software. e-File.com and Credit Karma are the major tax software providers and you can check here to see what each offers and what their prices are.
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Utah Tax Forms
- Utah Form TC-546 - Individual Income Tax Prepayment Coupon (This is NOT an extension form)
- Utah Form TC-40 Packet - Utah Individual Income Tax Return Packet Containing Most Commonly Used Forms and Instructions.
- Utah Form TC-8453 - Individual Income Tax Declaration for Electronic Filing
- Utah Form TC-804 - Utah Individual Income Tax Payment Agreement Request
- Utah Form TC-40A - Utah Schedule A - Income Tax Supplemental Schedule
- Utah Form TC-40B - Utah Individual Part-year or Non-resident Income Tax Return
- Utah Form TC-40S - Utah Credit for Taxes Paid To Another State
- Utah Form TC-40 - Utah Individual Resident Income Tax Return
Determine Your Residency Status
There are four groups of people who need to file some sort of tax form in Utah. Utah residents, part-year Utah residents, people who live in Utah but work in another state, people who live in another state and work in Utah and people who sold property in Utah that tax year.
Anyone whose domicile home was in Utah or lived in Utah for longer than 183 days is a Utah resident. If you filed a federal tax return as a Utah resident or if you paid income taxes to Utah and want a refund, then you will have to file a Utah resident tax return using Form TC-40. If you need more information on how to fill out Form TC-40 and file your Utah resident tax return, you can download the Utah 2019 Individual Income Tax TC-40 Forms & Instructions above.
Anyone who lived in Utah for only a portion of the year, or moved to or from Utah, is considered a part-year resident of Utah. If you filed a federal return and are a part-year Utah resident or if you want to request a refund for overpaid income taxes paid to Utah, you must file a part-year resident tax return. If you were a resident for even part of the year, Utah will tax you on any income you earned, even if it was earned out of state, for the period during which you were a Utah resident. You will also be taxed on income you earned in Utah while you were a nonresident. Use Form TC-40B to file a part-year resident tax return in Utah. If you need any additional information on how to fill out Form TC-40 and Form TC-40B, you can download the Utah 2019 Individual Income Tax TC-40 Forms & Instructions above.
Live in Utah, Work Out of State
Utah residents who work in another state are required to pay taxes on any income earned out of state. You may also be taxed by the other state, so to avoid dual taxation, Utah offers a credit on this income which you can apply for by filing Form TC-40S and attaching it to your Utah income tax return (Form TC-40). Make sure you include the income tax return from the other state.
Work in Utah, Live Out of State
You are not a resident if you lived in Utah for fewer than 183 days, your permanent residence was not in Utah and you did not live in Utah at any time during the year. If you filed a federal income tax return and included any income from Utah or if you want to request a refund on overpaid Utah income taxes, you must file a Utah nonresident tax return using Form TC-40B. If you need more information on how to file Form TC-40B, you can download the 2019 Individual Income Tax TC-40 Forms & Instructions above.
If you are a nonresident and you earned income from the sale of property in Utah, you declare that income by following the same instructions as nonresidents who work in Utah. See “Work in Utah, Live Out of State”.