• Amended Return - enter code:

(see instructions) Full-yr Resident? Your Social Security No. Your first name

Your last name

Y/N Spouse’s Soc. Sec. No. Spouse’s first name Spouse's last name

Address

Telephone number

City State ZIP+4 Foreign country (if not U.S.) 1 Filing Status - enter code • 2 Qualifying Dependents 3 Election Campaign Fund 1 = Single a Dependents age 16 and under

Does not increase your tax or reduce your refund. • 2 = Married filing jointly b Other dependents Enter the code for the Yourself Spouse 3 = Married filing separately c Dependents born in 2025 party of your choice. •

• 4 = Head of household d Total (add lines a, b and c) See instructions for 5 = Qualifying surviving spouse

code letters or go to incometax.utah.gov/elect. If using code 2 or 3, enter spouse’s name and SSN above See instructions.

If no contribution, enter N. 4 Federal adjusted gross income from federal return

• 4 5 Additions to income from TC-40A, Part 1 (attach TC-40A, page 1)

• 5 6 Total income - add line 4 and line 5

6 7 State tax refund included on federal form 1040, Schedule 1, line 1 (if any)

• 7 8 Subtractions from income from TC-40A, Part 2 (attach TC-40A, page 1)

• 8 9 Utah taxable income/loss - subtract the sum of lines 7 and 8 from line 6

• 9 10 Utah tax - multiply line 9 by 4.5% (.045) (not less than zero)

• 10 11 Utah personal exemption (multiply line 2d by $2,111)

• 11

12 Federal standard or itemized deductions

• 12 13 Add line 11 and line 12

13 14 State income tax from federal 1040, Schedule A, line 5e, less lines 5b and 5c • 14

(not less than zero) 15 Subtract line 14 from line 13

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

• 16 17 Enter: $18,213 (single or married filing separately); $27,320 (head of

• 17

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) 18 19 Phase-out amount - multiply line 18 by 1.3% (.013)

• 19 20 Taxpayer tax credit - subtract line 19 from line 16 (not less than zero)

• 20 21 If you are a qualified exempt taxpayer, enter “X” (complete worksheet in instr.) • 21 22 Utah income tax - subtract line 20 from line 10 (not less than zero)

• 22 USTC ORIGINAL FORM Utah State Tax Commission Utah Individual Income Tax Return All state income tax dollars support education, children and individuals with disabilities. 2025 TC-40 40501 If deceased, complete page 3, Part 1 Electronic filing is quick, easy and free, and will speed up your refund. To learn more, go to tap.utah.gov .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 9998

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