Free Utah Tax Forms Release Schedule - Utah

2009 Utah Annual Forms and Publications Release Schedule
Revised 7/27/2009 Item Number Recently (click to display, if Updated available) TC-20 Item Name Final Release Target Date 12/10/09 12/10/09 12/10/09 12/10/09 12/10/09 12/10/09 10/15/09 10/15/09 10/15/09 10/15/09 10/15/09 10/15/09 10/15/09 10/15/09 10/15/09 10/15/09 10/15/09 10/15/09 10/15/09 03/15/10 03/15/10 Form obtained from Utah Geological Survey 11/05/09 11/05/09 11/05/09 11/05/09 Draft 7/27/09 Draft 7/27/09 Draft 7/27/09 Draft 7/27/09 Draft 7/27/09 Current Status

Utah Corporation Franchise or Income Tax Return and schedules (13 pages) Utah Corporation Franchise or Income Tax TC-20 instructions Return Instructions Utah Tax Return for Miscellaneous Corporations TC-20MC (replaces former TC-20HA, R, REIT, UBI, and 338) (7 pages) Utah Miscellaneous Corporations Instructions TC-20MC (replaces former TC-20HA, R, REIT, UBI, and 338 Instructions instructions) Utah S Corporation Franchise or Income Tax TC-20S Return and schedules (10 pages) Utah S Corporation Franchise or Income Tax TC-20S instructions Return Instructions TC-40 Utah Individual Income Tax Return (2 pages) Utah Individual Income Tax Return - 2D barcode version Utah Individual Income Tax Return instructions Income Tax Supplemental Schedule (2 pages)

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TC-40 (2D version) TC-40 instructions TC-40A

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Income Tax Supplemental Schedule - 2D barcode version Nonresident and Part-year Resident Income TC-40B Schedule Nonresident and Part-year Resident Income TC-40B (2D version) Schedule - 2D barcode version TC-40A (2D version) TC-40C Retirement Tax Credit

TC-40C (2D version)Retirement Tax Credit TC-40S Credit for Income Tax Paid to Another State

TC-40S (2D version) Credit for Income Tax Paid to Another State TC-40W TC-40W (2D version) TC-40CB TC-40CY TC-40E TC-40H TC-40HD TC-40LI TC-40LIC Utah Withholding Tax Schedule (2 pages) Utah Withholding Tax Schedule (2 pages) - 2D barcode version Renter Refund Application Low Income Abatement and Homeowner's Tax Credit Application Renewable Residential (nonrefundable) and Commercial (refundable) Energy Systems Tax Credit Historic Preservation Tax Credit Employer's Who Hire Persons With Disabilities Tax Credit Summary of Utah Low-income Housing Tax Credit Utah Low-Income Housing Tax Credit Carryback and/or Carryforward

Utah State Tax Commission

Page 1 of 9

2009 Utah Annual Forms and Publications Release Schedule
Item Number Recently (click to display, if Updated available) TC-40LIS TC-40R TC-40T TC-40TB TC-40TCAC TC-40TS TC-40V TC-41 (6 pages) and instructions TC-49 TC-65 (6 pages) and instructions TC-65PA (2 pages) and instructions TC-544 TC-546 TC-547 TC-548 TC-549 TC-559 TC-675R TC-679A TC-804 TC-804B TC-831 TC-8453 Pub 14 Pub 32 Pub 43 Pub 49 Pub 57 Item Name Credit Share Summary of Low-income Housing Project Recycling Market Development Zone Tax Credit Live Organ Donation Expenses Credit Targeted Business Tax Credit Utah Low-Income Housing Tax Credit Allocation Certification Tax Shelter Disclosure for Material Advisors Clean Fuel Vehicle Tax Credit Utah Fiduciary Income Tax Return and instructions Insurance Premium Tax Return Utah Partnership/Limited Liability Company Return of Income and instructions Utah Composite Return for Nonresident Professional Athletes and instructions Partnership Tax Payment Coupon Individual Income Tax Prepayment Coupon Individual Income Tax Return Payment Coupon Fiduciary Income Tax Prepayment Coupon Fiduciary Income Tax Return Payment Coupon Corporation Franchise/Income Tax Payment Coupon Statement of Utah Tax Withheld on Mineral Production Transmitter Report of Magnetic Media Filing Individual Income Tax Payment Agreement Request Business Tax Payment Agreement Request Request to Elect-out of Electronic and 2-D Bar Code Filing Utah Individual Income Tax Transmittal for Electronic Filing Utah Withholding Tax Guide Annual Reporting of Forms W-2, W-2c, 1099-R, and TC-675R Withholding Tax - Electronic Funds Transfer 2009 Special Instructions for Married Couples Military Personnel Instructions Final Release Target Date 11/05/09 11/05/09 11/05/09 11/05/09 Form obtained from Utah Housing Corporation 11/05/09 Form obtained from Utah Dept. of Environmental Quality 11/19/09 No change anticipated for 2010 12/10/09 12/10/09 12/10/09 10/15/09 10/15/09 11/19/09 11/19/09 12/10/09 10/01/09 10/01/09 10/15/09 10/15/09 10/15/09 10/15/09 No change anticipated for 2010 10/01/09 10/15/09 10/01/09 10/01/09 Current Status

Utah State Tax Commission

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2009 Utah Annual Forms and Publications Release Schedule
Item Number Recently (click to display, if Updated available) Pub 58 Pub 59 Pub 59 PATS Pub 60 Pub 63 Pub 99 Item Name Utah Interest and Penalties Handbook for Electronic Filers of Utah Individual Income Tax Returns PATS Tests for Electronic Filing Developer's Guide for Fed/State 1120 Program Handbook for 2D Bar Code Layout for Utah Individual Income Tax Returns Guidelines for Substitute and Copied Utah Tax Forms Final Release Target Date 10/15/09 09/17/09 10/01/09 11/01/09 10/01/09 09/15/09 Current Status

Utah State Tax Commission

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2008 Utah Annual Forms and Publications Release Schedule
Utah Forms
Recently Updated Form Number (click to display, if available) TC-20 TC-20 instructions TC-20MC TC-20MC Instructions TC-20S TC-20S instructions TC-40 TC-40 (2D version) TC-40 instructions TC-40A TC-40A (2D version) TC-40B TC-40B (2D version) TC-40C TC-40S TC-40W TC-40W (2D version) TC-40CB TC-40CY TC-40E TC-40H TC-40HD TC-40LI TC-40LIC TC-40LIS TC-40R TC-40T Form Name Utah Corporation Franchise or Income Tax Return and schedules (13 pages) Utah Corporation Franchise or Income Tax Return Instructions Utah Tax Return for Miscellaneous Corporations (replaces former TC-20HA, R, REIT, UBI, and 338) (7 pages) Utah Miscellaneous Corporations Instructions (replaces former TC-20HA, R, REIT, UBI, and 338 instructions) Utah S Corporation Franchise or Income Tax Return and schedules (10 pages) Utah S Corporation Franchise or Income Tax Return Instructions Utah Individual Income Tax Return (2 pages) Utah Individual Income Tax Return - 2D barcode version Utah Individual Income Tax Return instructions Income Tax Supplemental Schedule (2 pages) Income Tax Supplemental Schedule - 2D barcode version Nonresident and Part-year Resident Income Schedule Nonresident and Part-year Resident Income Schedule - 2D barcode version Retirement Tax Credit Credit for Income Tax Paid to Another State Utah Withholding Tax Schedule (2 pages) Utah Withholding Tax Schedule (2 pages) - 2D barcode version Renter Refund Application Low Income Abatement and Homeowner's Tax Credit Application Renewable Residential (nonrefundable) and Commercial (refundable) Energy Systems Tax Credit Historic Preservation Tax Credit Employer's Who Hire Persons With Disabilities Tax Credit Summary of Utah Low-income Housing Tax Credit Utah Low-Income Housing Tax Credit Carryback and/or Carryforward Credit Share Summary of Low-income Housing Project Recycling Market Development Zone Tax Credit Live Organ Donation Expenses Credit Final Release Target Date 12/10/08 12/10/08 12/10/08 12/10/08 12/10/08 12/10/08 10/20/08 10/20/08 10/20/08 10/20/08 10/20/08 10/20/08 10/20/08 10/20/08 10/20/08 10/20/08 10/20/08 03/16/09 03/16/09 Form obtained from Utah Geological Survey 11/03/08 11/03/08 11/03/08 11/03/08 11/03/08 11/03/08 11/03/08 Draft 7/03/08 Draft 7/03/08 Draft 7/03/08 Draft 7/03/08 Draft 7/03/08 Draft 7/03/08 Draft 7/03/08 Current Status

TC-40TB TC-40TCAC TC-40TS TC-40V TC-41 (6 pages) and instructions TC-49 TC-65 (6 pages) and instructions TC-65PA (2 pages) and instructions TC-544 TC-546 TC-547 TC-548 TC-549 TC-559 TC-675R TC-679A TC-804 TC-804B TC-831 TC-8453 TC-8453C

Targeted Business Tax Credit Utah Low-Income Housing Tax Credit Allocation Certification Tax Shelter Disclosure for Material Advisors Clean Fuel Vehicle Tax Credit Utah Fiduciary Income Tax Return and instructions Insurance Premium Tax Return Utah Partnership/Limited Liability Company Return of Income and instructions Utah Composite Return for Nonresident Professional Athletes and instructions Partnership Tax Payment Coupon Individual Income Tax Prepayment Coupon Individual Income Tax Return Payment Coupon Fiduciary Income Tax Prepayment Coupon Fiduciary Income Tax Return Payment Coupon Corporation Franchise/Income Tax Payment Coupon Statement of Utah Tax Withheld on Mineral Production Transmitter Report of Magnetic Media Filing Individual Income Tax Payment Agreement Request Business Tax Payment Agreement Request Request to Elect-out of Electronic and 2-D Bar Code Filing Utah Individual Income Tax Transmittal for Electronic Filing Utah Corporation Income Tax Transmittal for Electronic Filing

11/03/08 Form obtained from Utah Housing Corporation 11/03/08 Form obtained from Utah Department of Environmental Quality 11/21/08 No change anticipated for 2009 12/10/08 12/10/08 12/10/08 10/20/08 10/20/08 11/21/08 11/21/08 12/10/08 10/01/08 10/01/08 10/20/08 11/03/08 10/01/08 10/20/08 12/10/08

Utah Publications
Recently Updated Pub Number (click to display, if available) Pub 14 Pub 32 Pub 43 Pub 49 Pub 57 Pub 58 Publication Name Utah Withholding Tax Guide Annual Reporting of Forms W-2, W-2c, 1099-R, and TC-675R Withholding Tax - Electronic Funds Transfer 2008 Special Instructions for Married Couples Military Personnel Instructions Utah Interest and Penalties Final Release Target Date Current Status

No change anticipated for 2009 10/01/08 10/15/08 10/01/08 10/01/08 10/15/08

Pub 59 Pub 59 PATS Pub 60 Pub 63 Pub 99 Pub 99-ST

Handbook for Electronic Filers of Utah Individual Income Tax Returns PATS Tests for Electronic Filing Developer's Guide for Fed/State 1120 Program Handbook for 2D Bar Code Layout for Utah Individual Income Tax Returns Guidelines for Substitute and Copied Utah Tax Forms Guidelines for Substitute and Copied Utah Sales Tax Forms

09/15/08 10/01/08 11/01/08 10/01/08 09/15/08 09/15/08

Utah Annual Forms and Publications Release Schedule
Utah Forms
Recently Updated Form Number (click to display, if available) TC-20 TC-20 instructions TC-20HA TC-20R TC-20REIT TC-20S TC-20S instructions TC-20UBI TC-20(338) Form Name Utah Corporation Franchise or Income Tax Return and schedules Utah Corporation Franchise or Income Tax Return Instructions Utah Homeowner's Association Tax Return with IRC 528 Income Utah Regulated Investment Company Tax Return Utah Income Tax Return for Real Estate Investment Trusts Utah S Corporation Franchise or Income Tax Return and schedules Utah S Corporation Franchise or Income Tax Return Instructions Utah Return of Unincorporated Exempt Organization or Exempt Corporation Having Unrelated Business Income One-day Corporation Tax Return for Target Corporation (for which an election has been made under IRC Section 338) Final Release Target Date 12/10/07 12/10/07 12/10/07 12/10/07 12/10/07 12/10/07 12/10/07 12/10/07 12/10/07 Current Status

Instructions for TC-20HA, Instructions for TC-20HA, TC-20R, TC-20REIT, TC-20UBI, and TC-20R, TC-20REIT, TCTC-20(338) 20UBI, and TC-20(338) TC-40 TC-40 (2-D version) TC-40 instructions TC-40A/B TC-40C TC-40S TC-40S (2-D version) TC-40CB TC-40CY TC-40D TC-40E TC-40H TC-40HD TC-40LI TC-40LIC TC-40LIS Utah Individual Income Tax Return Utah Individual Income Tax Return - 2-D barcode version Utah Individual Income Tax Return instructions Credit for Income Tax Paid to Another State, and Retirement Income Exemption/Deduction Non or Part Year Resident Utah Income Schedule Income Tax Supplemental Schedule Income Tax Supplemental Schedule - 2-D barcode version Renter Refund Application Low Income Abatement and Homeowner's Tax Credit Application Disabled Exemption Verification Renewable Residential (nonrefundable) and Commercial (refundable) Energy Systems Tax Credit Historic Preservation Tax Credit Employer's Who Hire Persons With Disabilities Tax Credit Summary of Utah Low-income Housing Tax Credit Utah Low-Income Housing Tax Credit Carryback and/or Carryforward Credit Share Summary of Low-income Housing Project

12/10/07

10/20/07 10/20/07 10/20/07 10/20/07 10/20/07 10/20/07 10/20/07 03/15/08 03/15/08 11/01/07

Draft 6/01/07 Draft 6/01/07 Draft 6/01/07 Draft 6/01/07 Draft 6/01/07 Draft 6/01/07 Draft 6/01/07

Form must be obtained from Utah Geological Survey 11/01/07 11/01/07 11/01/07 11/01/07 11/01/07

TC-40R TC-40T TC-40TB TC-40TCAC TC-40TS TC-40V TC-41 and instructions TC-49 TC-65 and instructions TC-65PA and instructions TC-96A TC-96C TC-96M TC-96Q TC-96R TC-96RC TC-96RW TC-96Y TC-96 instructions TC-544 TC-546 TC-547 TC-548 TC-549 TC-559 TC-675R TC-679A TC-804 TC-804B

Recycling Market Development Zone Tax Credit Live Organ Donation Expenses Credit Targeted Business Tax Credit Utah Low-Income Housing Tax Credit Allocation Certification (This form is provided by the Utah Housing Corporation) Tax Shelter Disclosure for Material Advisors Clean Fuel Vehicle Tax Credit Utah Fiduciary Income Tax Return and instructions Insurance Premium Tax Return Utah Partnership/Limited Liability Company Return of Income and instructions Utah Composite Return for Nonresident Professional Athletes and instructions Employer's Amended Withholding Return Employer's Notice of Change Employer's Monthly Withholding Return Employer's Quarterly Withholding Return Employer's Annual Reconciliation Employer's Corrected Annual Reconciliation Mineral Production Withholding Return Employer's Annual Withholding Return Employer's Annual Withholding instructions Partnership Tax Payment Coupon Individual Income Tax Prepayment Coupon Individual Income Tax Return Payment Coupon Fiduciary Income Tax Prepayment Coupon Fiduciary Income Tax Return Payment Coupon Corporation Franchise/Income Tax Payment Coupon Statement of Utah Tax Withheld on Mineral Production Transmitter Report of Magnetic Media Filing Individual Income Tax Payment Agreement Request Business Tax Payment Agreement Request

11/01/07 11/01/07 11/01/07 11/01/07 11/01/07 11/01/07 11/25/07 No change anticipated for 2008 12/10/07 12/10/07 10/15/07 10/15/07 10/15/07 10/15/07 10/15/07 10/15/07 10/15/07 10/15/07 10/15/07 12/10/07 10/20/07 10/20/07 11/25/07 11/25/07 12/10/07 10/15/07 10/01/07 10/20/07 11/01/07 Draft 6/20/07

TC-831 TC-8453 TC-8453C

Request to Elect-out of Electronic and 2-D Bar Code Filing Utah Individual Income Tax Transmittal for Electronic Filing Utah Corporation Income Tax Transmittal for Electronic Filing

10/01/07 10/20/07 12/10/07

Utah Publications
Recently Updated Pub Number (click to display, if available) Pub 14 Pub 32 Pub 43 Pub 49 Pub 57 Pub 58 Pub 59 Pub 59 PATS Pub 60 Pub 63 Pub 99 Publication Name Utah Withholding Tax Guide Annual Reporting of Forms W-2, W-2c, 1099-R, and TC-675R Withholding Tax - Electronic Funds Transfer 2007 Special Instructions for Married Couples Military Personnel Instructions Utah Interest and Penalties Handbook for Electronic Filers of Utah Income Tax Returns PATS Tests for Electronic Filing Developer's Guide for Fed/State 1120 Program Handbook for 2-D Bar Code Layout for Utah Individual Income Tax Returns Guidelines for Substitute and Copied Utah Tax Forms Final Release Target Date 10/01/07 10/01/07 10/15/07 10/01/07 10/01/07 10/15/07 09/15/07 10/01/07 11/01/07 10/01/07 09/15/07 Current Status