INSTRUCTIONS: UTAH NON AND PART-YEAR RESIDENT SCHEDULE (Form TC-40B)

Nonresidents and part-year residents who must pay state income tax on Utah-derived income must complete a form TC-40B to document and calculate their tax. This schedule is submitted along with form TC-40. Both documents are found on the website of the Utah State Tax Commission.

Utah Non And Part-Year Resident Schedule TC-40B Step 1: Enter your last name and Social Security number at the top of the page.

Utah Non And Part-Year Resident Schedule TC-40B Step 2: If you are a nonresident, check the appropriate line and give your home state abbreviation. If you were a part-year resident, enter your beginning and ending dates of residence.

Utah Non And Part-Year Resident Schedule TC-40B Step 3: Two columns must be completed throughout lines 1 through 34. Column A relates only to Utah income, while column B documents your federally reported total income. You will need a copy of your federal return 1040 or 1040EZ to complete this form.

Utah Non And Part-Year Resident Schedule TC-40B Step 4: Enter your wages, salaries and similar income on line 1, your taxable interest income on line 2, and your ordinary dividends on line 3.

Utah Non And Part-Year Resident Schedule TC-40B Step 5: Enter your taxable refunds, credits or offsets of state and local income taxes on line 4, any alimony received on line 5, business income or loss on line 6, capital gain or loss on line 7, and other gains or losses on line 8.

Utah Non And Part-Year Resident Schedule TC-40B Step 6: Complete lines 9 through 17 as directed to compute your total income.

Utah Non And Part-Year Resident Schedule TC-40B Step 7: Complete lines 18 through 32 as directed to detail your subtractions.

Utah Non And Part-Year Resident Schedule TC-40B Step 8: Total lines 18 through 32 and enter the resulting sum on line 33.

Utah Non And Part-Year Resident Schedule TC-40B Step 9: Subtract line 33 from line 17. Enter the resulting difference on line 34.

Utah Non And Part-Year Resident Schedule TC-40B Step 10: Divine line 34 column A by line 34 column B. Enter the result on line 35.

Utah Non And Part-Year Resident Schedule TC-40B Step 11: Enter your tax amount from form TC-40, line 24 on line 36 here. Multiply lines 35 and 36 and enter the resulting product on line 37.