Free Arizona 140A Form Get Form Now

Free Arizona 140A Form

The Arizona Form 140A is a short personal income tax return designed for residents with simpler tax situations. This form is specifically for those whose Arizona taxable income is less than $50,000. It streamlines the filing process, making it easier for eligible taxpayers to report their income and calculate their tax obligations.

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Dos and Don'ts

When filling out the Arizona 140A form, there are several important guidelines to follow. Here is a list of things you should and shouldn't do:

  • Do ensure that you meet the income requirements for using Form 140A, which is for those with taxable income under $50,000.
  • Do fill in your personal information accurately, including your Social Security number and current address.
  • Do double-check all calculations, especially for exemptions and deductions, to avoid errors that could affect your tax return.
  • Do sign and date the form before submitting it, as an unsigned return may be considered invalid.
  • Do follow the mailing instructions carefully to ensure your form reaches the correct address.
  • Don't use tape to attach any documents; only staples are allowed.
  • Don't leave any required fields blank; fill in all necessary information to prevent delays.
  • Don't check boxes or make marks in areas designated for revenue use only.
  • Don't forget to include any required attachments, as this may lead to processing issues.
  • Don't assume your form is correct without reviewing it; mistakes can lead to complications with your tax return.

Key takeaways

When filling out the Arizona Form 140A, there are several important points to keep in mind to ensure a smooth filing process. Here are five key takeaways:

  • Eligibility Criteria: The Arizona Form 140A is designed for individuals with a taxable income of less than $50,000. If your income exceeds this threshold, you must use Arizona Form 140 instead.
  • Filing Status Matters: Your filing status affects your deductions and exemptions. Make sure to accurately select your status, whether it’s single, married filing jointly, married filing separately, or head of household.
  • Accurate Exemptions: Carefully calculate your exemptions based on age, blindness, dependents, and qualifying parents or grandparents. Each category has specific values that can significantly impact your taxable income.
  • Review Deductions: The standard deduction varies depending on your filing status. For instance, if you are married filing jointly, you may claim a standard deduction of $9,883. Ensure you enter the correct amount to avoid errors.
  • Double-Check Payments and Credits: Total all payments and credits, including any withholding or extensions. This will help you determine if you owe taxes or if you will receive a refund. Always ensure that your calculations are accurate.

By following these guidelines, you can navigate the Arizona Form 140A with confidence and accuracy. Remember, attention to detail is crucial when it comes to tax filing.

Discover More on This Form

  1. What is the Arizona Form 140A?

    The Arizona Form 140A is a short personal income tax return specifically designed for residents of Arizona. It is intended for individuals whose taxable income is less than $50,000. This form simplifies the filing process for eligible taxpayers, allowing them to report their income and calculate their tax obligations efficiently.

  2. Who should use Form 140A?

    Form 140A is suitable for Arizona residents with a taxable income under $50,000. If your income exceeds this threshold, you must use the more comprehensive Arizona Form 140. Additionally, this form can be used by individuals filing jointly, heads of households, and single filers, provided they meet the income criteria.

  3. What information do I need to complete Form 140A?

    To complete Form 140A, you will need the following information:

    • Your Social Security number and that of your spouse, if applicable.
    • Your current home address.
    • Your federal adjusted gross income from your federal tax return.
    • Details of any dependents, qualifying parents, and grandparents.
    • Information about any tax credits or payments made during the year.
  4. How do I determine my Arizona taxable income?

    Your Arizona taxable income is calculated by taking your federal adjusted gross income and subtracting any exemptions and deductions you qualify for. Form 140A provides specific lines to enter exemptions for age, blindness, and dependents, which will help you arrive at your taxable income.

  5. What if I need to file for an extension?

    If you need more time to file your taxes, you can check the box on Form 140A indicating that you are filing under an extension. However, it's important to note that an extension to file does not extend the time to pay any taxes owed. Make sure to estimate and pay any taxes due to avoid penalties.

  6. How do I handle tax credits on Form 140A?

    Form 140A allows you to claim various tax credits, such as the family income tax credit and the increased excise tax credit. You will need to refer to the worksheets provided in the instructions to calculate these credits accurately. Subtract any credits from your total tax due to determine your final tax obligation.

  7. What are the payment options if I owe taxes?

    If you owe taxes, you can make a payment by check or money order, made payable to the Arizona Department of Revenue. Be sure to include your Social Security number on the payment. If you prefer electronic payment options, you can check the Arizona Department of Revenue website for available methods.

  8. How do I file Form 140A?

    You can file Form 140A by mailing it to the Arizona Department of Revenue. The address depends on whether you are sending a payment or expecting a refund. Follow the instructions on the form carefully to ensure you send it to the correct address.

  9. What happens if I make a mistake on my Form 140A?

    If you realize you've made a mistake after submitting your Form 140A, you can file an amended return using Form 140X. This form allows you to correct errors or make changes to your previously filed return. Always ensure that you provide accurate information to avoid complications with your tax return.

Documents used along the form

The Arizona Form 140A is a short form for residents filing their personal income tax return. It is specifically designed for individuals with a taxable income of less than $50,000. When completing this form, several other documents may also be necessary to ensure accurate reporting and compliance with state tax laws. Below is a list of common forms and documents that are often used in conjunction with the Arizona Form 140A.

  • Arizona Form 140: This is the standard resident personal income tax return used by individuals whose taxable income is $50,000 or more. It requires more detailed information than the 140A and is essential for those who do not qualify to use the shorter form.
  • Arizona Form 204: This form is used to request an extension for filing the Arizona income tax return. Taxpayers who need additional time to prepare their returns can submit this form to avoid penalties for late filing.
  • Arizona Form 140PTC: This form is used to apply for the Property Tax Credit. Homeowners may qualify for this credit, which can reduce their overall tax liability, and it is often submitted alongside the 140A.
  • Federal Form 1040: The federal income tax return provides necessary information about a taxpayer's income and deductions at the federal level. The adjusted gross income from this form is often referenced when completing the Arizona state return.
  • Supporting Documentation: This includes any necessary documentation that supports income, deductions, and credits claimed on the tax return. Examples include W-2 forms, 1099 forms, and receipts for deductible expenses.

Understanding the relationship between these forms and the Arizona Form 140A can help ensure a smoother filing process. It is important to gather all necessary documentation to accurately report income and claim any eligible credits or deductions.

Document Sample

Arizona Form 140A Resident Personal Income Tax Return (Short Form)

STOP If your Arizona taxable income is $50,000 or more, you must use Arizona Form 140.

FOR

CALENDAR YEAR

2013

ONE STAPLE. NO TAPE.

1

1

2

3

or other documents after Form 140A page 2; staple to upper left corner.

 

82F

 

Check box 82F if filing under extension

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Your

First Name and Middle Initial

 

 

Last Name

 

 

Enter

 

Your Social Security No.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

your

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Spouse’s First Name and Middle Initial (if box 4 or 6 checked)

 

Last Name

 

Spouse’s Social Security No.

 

 

 

 

SSN(s)

.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Current Home Address - number and street, rural route

 

 

 

Apt. No.

 

 

 

 

Phone (with area code)

 

 

 

 

 

 

 

Daytime

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City, Town or Post Office

State

 

ZIP Code

 

 

 

 

94

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Last Names

Used in Prior Years

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

STATUS

 

4

 

 

 

 

Married filing joint return

 

 

 

 

 

 

REVENUE USE ONLY. DO NOT MARK IN THIS AREA.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

88

 

 

 

 

 

 

 

 

 

 

 

FILING

 

5

 

 

 

 

Head of household – Enter name of qualifying child or dependent on next line:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

6

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Married filing separate return. Enter spouse’s name and Social Security No. above.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

7

 

 

 

 

Single

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

ExEMPTIONS

 

 

 

Enter the number claimed. Do not put a check mark.

 

 

 

 

 

 

 

 

 

 

 

 

 

8

 

 

 

 

Age 65 or over (you and/or spouse)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

9

 

 

 

 

Blind (you and/or spouse)

 

 

 

 

 

 

 

PM

 

 

 

RCVD

 

 

 

 

 

 

 

 

 

 

 

 

 

 

81

 

 

80

 

 

 

10

 

 

 

 

Dependents. From page 2, line A2 - do not include self or spouse.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

11

 

 

 

 

Qualifying parents and grandparents. From page 2, line A5.

 

 

 

 

 

 

 

 

 

 

 

 

12

 

................................................................................................Federal adjusted gross income (from your federal return)

 

 

 

 

 

 

 

 

 

12

 

 

 

 

 

00

13

 

Exemption – Age 65 or over: Multiply the number in box 8 by $2,100

 

 

 

 

 

13

 

 

 

 

 

00

14

 

Exemption – Blind: Multiply the number in box 9 by $1,500

 

 

 

 

 

 

 

 

 

14

 

 

 

 

 

00

15

 

Exemption – Dependents: Multiply the number in box 10 by $2,300

 

 

 

 

 

 

 

 

 

15

 

 

 

 

 

00

16

 

Exemption – Qualifying parents and grandparents: Multiply the number in box 11 by $10,000

 

 

 

 

 

16

 

 

 

 

 

00

17

 

Total subtractions: Add lines 13 through 16

.....................................................................................................................

 

 

 

 

 

 

 

 

 

17

 

 

 

 

 

00

18

 

Arizona adjusted gross income: Subtract line 17 from line 12

 

 

 

 

 

 

 

 

 

18

 

 

 

 

 

00

19

 

Standard deduction: If you checked filing status box 4 or 5, enter $9,883. If you checked box 6 or 7, enter $4,945.

19

 

 

 

 

 

00

20

 

Personal exemptions. See pages 6 and 7 of the instructions

 

 

 

 

 

 

 

 

 

20

 

 

 

 

 

00

21

 

Arizona taxable income: Subtract lines 19 and 20 from line 18. If less than zero, enter zero. If $50,000 or more, use Form 140 .

21

 

 

 

 

 

00

22

 

Amount of tax from Optional Tax Tables

 

 

 

 

 

 

 

 

 

 

22

 

 

 

 

 

00

23

 

Family income tax credit (from worksheet on page 8 of the instructions)

 

 

 

 

 

23

 

 

 

 

 

00

24

 

Balance of tax: Subtract line 23 from line 22. If less than zero, enter zero

 

 

 

 

 

24

 

 

 

 

 

00

25

 

Arizona income tax withheld during 2013

.....................................................................................................................

 

 

 

 

 

 

 

 

 

25

 

 

 

 

 

00

26

 

2013 Arizona extension payment (Form 204)

 

 

 

 

 

 

 

 

 

26

 

 

 

 

 

00

27

 

Increased Excise Tax Credit (from worksheet on page 9 of the instructions)

 

 

 

 

 

27

 

 

 

 

 

00

28

 

Property Tax Credit (from Form 140PTC)

 

 

 

 

 

 

 

 

 

 

28

 

 

 

 

 

00

29

 

Total payments/credits: Add lines 25 through 28

 

 

 

 

 

 

 

 

 

29

 

 

 

 

 

00

30

 

TAX DUE: If line 24 is larger than line 29, subtract line 29 from line 24, and enter amount of tax due. Skip line 31

30

 

 

 

 

 

00

31

 

OVERPAYMENT: If line 29 is larger than line 24, subtract line 24 from line 29, and enter the amount of overpayment

31

 

 

 

 

 

00

and AZ schedules

32 - 41 Voluntary Gifts to:

 

Solutions Teams Assigned to School..

32

Child Abuse Prevention

34

I Didn’t Pay Enough Fund

36

Neighbors Helping Neighbors

38

Veterans’ Donations Fund

40

42Voluntary Political Gift (check only one):

00

00

00

00

00

Arizona Wildlife

33

Domestic Violence Shelter

35

National Guard Relief Fund

37

Special Olympics

39

Political Gift

41

00

00

00

00

00

Place any required federal

 

421Americans Elect 422Democratic 423Green 424Libertarian 425Republican

 

 

 

 

43

Total voluntary gifts: Add lines 32 through 41

43

 

00

44

REFUND: Subtract line 43 from line 31.

If less than zero, enter amount owed on line 45

44

 

00

 

Direct Deposit of Refund: Check box 44A if your deposit will be ultimately placed in a foreign account; see instructions. 44A

 

 

 

 

 

ROUTING NUMBER

 

ACCOUNT NUMBER

CChecking or

 

 

 

 

98

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

45

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

SSavings

45

 

00

AMOUNT OWED: Add lines 30 and

43. Make check payable to Arizona Department of Revenue; include SSN on payment

 

PLEASE BE SURE TO SIGN THE RETURN ON THE REVERSE SIDE OF THIS PAGE.

ADOR 10414 (13)

Your Name (as shown on page 1)

Your Social Security No.

PART A: Dependents, Qualifying Parents and Grandparents – do not list yourself or spouse

A1 List children and other dependents.

If more space is needed, attach a separate sheet.

 

 

 

NO. OF MONTHS LIVED

 

FIRST AND LAST NAME

SOCIAL SECURITY NO.

RELATIONSHIP

 

IN YOUR HOME IN 2013

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

A2

Enter total number of persons listed in A1 here and on the front of this form, box 10

TOTAL A2

 

A3

a Enter the names of the dependents listed above who do not qualify as your dependent on your federal return. See

 

 

 

page 6 of the instructions.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

b Enter dependents listed above who were not claimed on your federal return due to education credits:

A4

 

 

 

 

 

 

 

 

List qualifying parents and grandparents. If more space is needed, attach a separate sheet.

 

 

 

 

 

You cannot list the same person here and also on line A1. For information on who is a

 

 

 

 

 

qualifying parent or grandparent, see page 6 of the instructions.

 

 

NO. OF MONTHS LIVED

 

FIRST AND LAST NAME

SOCIAL SECURITY NO.

RELATIONSHIP

IN YOUR HOME IN 2013

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

A5 Enter total number of persons listed in A4 here and on the front of this form, box 11

TOTAL

A5

PLEASE SIGN HERE

I have read this return and any attachments with it. Under penalties of perjury, I declare that to the best of my knowledge and belief, they are true, correct and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.

 

 

 

 

 

 

 

YOUR SIGNATURE

 

 

 

DATE

 

OCCUPATION

 

 

 

 

 

 

 

SPOUSE’S SIGNATURE

 

 

 

DATE

 

SPOUSE’S OCCUPATION

 

 

 

 

 

 

 

PAID PREPARER’S SIGNATURE

 

DATE

 

FIRM’S NAME (PREPARER’S IF SELF-EMPLOYED)

PAID PREPARER’S STREET ADDRESSPAID PREPARER’S TIN

 

 

 

(

)

PAID PREPARER’S CITY

STATE

ZIP CODE

 

PAID PREPARER’S PHONE NO.

If you are sending a payment with this return, mail to Arizona Department of Revenue, PO Box 52016, Phoenix, AZ, 85072-2016.

If you are expecting a refund or owe no tax, or owe tax but are not sending a payment, mail to Arizona Department of Revenue, PO Box 52138, Phoenix, AZ, 85072-2138.

ADOR 10414 (13)

AZ Form 140A (2013)

Page 2 of 2

Guidelines on How to Fill Out Arizona 140A

After gathering all necessary information, you are ready to complete the Arizona Form 140A. This form is used for filing a resident personal income tax return in Arizona. Following the steps below will guide you through the process of filling out the form accurately.

  1. Obtain the Arizona Form 140A. Ensure you have the correct version for the tax year you are filing.
  2. At the top of the form, check the box if you are filing under an extension.
  3. Enter your first name, middle initial, and last name in the designated fields.
  4. Provide your Social Security Number in the appropriate box.
  5. If applicable, enter your spouse’s first name, middle initial, last name, and Social Security Number.
  6. Fill in your current home address, including street number, rural route, apartment number, city, state, and ZIP code.
  7. Indicate any last names you have used in prior years.
  8. Select your filing status by checking the appropriate box: Married filing jointly, Head of household, Married filing separately, or Single.
  9. Enter the number of exemptions you are claiming, including age, blindness, dependents, and qualifying parents or grandparents.
  10. Report your federal adjusted gross income as derived from your federal return.
  11. Calculate and enter the total exemptions on the form.
  12. Subtract the total exemptions from your federal adjusted gross income to determine your Arizona adjusted gross income.
  13. Determine your standard deduction based on your filing status and enter that amount on the form.
  14. Calculate your Arizona taxable income by subtracting the standard deduction and personal exemptions from your Arizona adjusted gross income.
  15. Use the Optional Tax Tables to find the amount of tax owed based on your taxable income.
  16. Calculate any credits you are eligible for, such as the family income tax credit or property tax credit.
  17. Determine your total payments and credits by adding all applicable amounts.
  18. Calculate any tax due or overpayment by comparing your tax owed to your total payments and credits.
  19. If applicable, provide your banking information for direct deposit of any refund.
  20. Sign and date the return, as well as your spouse's signature if filing jointly.
  21. Mail the completed form to the appropriate address based on whether you are sending a payment or expecting a refund.

Common mistakes

Filling out the Arizona Form 140A can be straightforward, but many people make common mistakes that can lead to delays or issues with their tax returns. One frequent error is not checking the appropriate filing status. The form provides several options, such as "Married filing joint" or "Single," and selecting the wrong one can significantly affect tax calculations. Ensure that you carefully read the instructions and select the correct status that reflects your situation.

Another mistake involves the omission or incorrect entry of Social Security numbers. Each taxpayer and their spouse, if applicable, must provide accurate Social Security numbers. If these numbers are missing or incorrect, it can result in processing delays or even rejections of your return. Always double-check that the numbers match those on your Social Security card.

Many people also forget to claim all eligible exemptions. The form allows for exemptions based on age, blindness, and dependents. Failing to include these exemptions can lead to a higher taxable income than necessary. Be sure to review the criteria for each exemption carefully and enter the correct amounts.

Another common error is miscalculating the Arizona adjusted gross income. This figure is crucial as it determines your taxable income. To arrive at this number, you must subtract any exemptions from your federal adjusted gross income. If you make a mistake in this calculation, it can lead to incorrect tax due or overpayment.

People often neglect to sign the return, which is a critical step. Without a signature, the tax return is considered incomplete and may not be processed. Both the taxpayer and the spouse (if filing jointly) must sign the form. Don’t forget to date your signature as well.

Some filers overlook the importance of including their current home address. This information is necessary for the Arizona Department of Revenue to process your return correctly and send any refunds or correspondence. Make sure the address is complete, including the ZIP code.

In addition, many taxpayers fail to review the instructions thoroughly. Each line of the form has specific requirements and guidelines. Skipping this step can lead to errors that could have been easily avoided. Take the time to read through the instructions provided with the form to ensure you understand what is required.

Lastly, submitting the form without the required attachments can cause issues. If you have any additional documents or worksheets that support your claims, ensure they are included. Staple them to the upper left corner of the form as instructed. Neglecting this step may result in processing delays or requests for additional information.