Upcoming Forms & Pubs – Annual

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Important Notice: Utah sales and use tax returns and other sales related tax returns must be filed electronically, starting with returns due November 2, 2020. Beginning at that time, the Tax Commission will no longer accept paper versions of these forms, including substitute forms produced with third-party software.

Note: the email address for substitute forms questions and submissions is vendortaxforms@utah.gov.

These forms are updated annually and are provided here to assist software developers and others that need to program their systems for the new tax year. For more information, see:

Important: These forms and instructions are final as of the date they are listed as “final.” Future form changes by the IRS may require us to change our forms after the “final” date.

NumberOrdering NumberOnlineNameRevised_RevisedTax TypeItem TypeStatusTax YearFile Period End_File Period EndDraft StateFinal ETA_Final ETAEffective Date_Effective Date
Revisions0Summary of Form Revision Changes2020-10-19Oct 19, 2020Other TaxesFormDraft
Instructions1Instructions for using layers in the developer formsOther TaxesPubDraft
Pub 14Pub 14Utah Withholding Tax GuideWithholdingPubDraftUnknownIf revised, Dec 15, 2020
Pub 33Pub 33Interest from U.S. Obligations, Individual Income Tax2011-10-04Oct 4, 2011Individual IncomePubDraftNo change for 2020
Pub 57Pub 57Military Personnel Instructions2019-02-28Feb 28, 2019Individual IncomePubDraftNo change for 2020
Pub 58Pub 58Utah Interest and PenaltiesOther TaxesPubDraft2020-12-31Dec 31, 2020
Pub 68Pub 68Pass-through Entity Withholding2018-09-10Sep 10, 2018Corporate IncomePubDraftNo change for 2020
TC-20TC-0020Utah Corporation Franchise and Income Tax Return (grid format)2020-09-22Sep 22, 2020Corporate IncomeFormDraft20202020-12-31Dec 31, 2020Draft2020-11-16Nov 16, 2020
TC-20 InstructionsTC-0020 InstructionsUtah Corporation Franchise and Income Tax Return Instructions2020-09-17Sep 17, 2020Corporate IncomeFormDraft20202020-12-31Dec 31, 2020Draft2020-12-16Dec 16, 2020
TC-20MCTC-0020MCUtah Tax Return for Miscellaneous Corporations (grid format)2020-06-30Jun 30, 2020Corporate IncomeFormDraft20202020-12-31Dec 31, 2020Draft2020-11-16Nov 16, 2020
TC-20MC InstructionsTC-0020MC InstructionsUtah Tax Return Instructions for Miscellaneous Corporations2020-09-17Sep 17, 2020Corporate IncomeFormDraft20202020-12-31Dec 31, 2020Draft2020-12-16Dec 16, 2020
TC-20STC-0020SUtah S Corporation Return (grid format)2020-06-30Jun 30, 2020Corporate IncomeFormDraft20202020-12-31Dec 31, 2020Draft2020-11-16Nov 16, 2020
TC-20S InstructionsTC-0020S InstructionsUtah S Corporation Return Instructions2020-09-22Sep 22, 2020Corporate IncomeFormDraft20202020-12-31Dec 31, 2020Draft2020-12-16Dec 16, 2020
TC-40TC-0040Utah Individual Income Tax Return (grid format)2020-10-19Oct 19, 2020Individual IncomeFormDraft20202020-12-31Dec 31, 2020Final2020-10-15Oct 15, 2020
TC-40 InstructionsTC-0040 InstructionsUtah Individual Income Tax Return Instructions2020-10-19Oct 19, 2020Individual IncomeFormDraft20202020-12-31Dec 31, 2020Final2020-10-15Oct 15, 2020
TC-40ETC-0040ERenewable Residential and Commercial Energy Systems Tax Credit. This form is obtained from the Utah Office of Energy DevelopmentIndividual IncomeFormDraft
TC-40HTC-0040HHistoric Preservation Tax Credit2009-12-28Dec 28, 2009Individual IncomeFormDraftNo change for 2020
TC-40LITC-0040LISummary of Utah Low-income Housing Tax Credit2020-10-14Oct 14, 2020Individual IncomeFormDraftFinal2020-10-15Oct 15, 2020
TC-40LICTC-0040LICUtah Low-Income Housing Tax Credit Carryback and/or Carryforward2012-07-02Jul 2, 2012Individual IncomeFormDraftNo change for 2020
TC-40LISTC-0040LISCredit Share Summary of Low-income Housing Project2008-12-01Dec 1, 2008Individual IncomeFormDraftNo change for 2020
TC-40RTC-0040RRecycling Market Development Zone Tax Credit2020-10-14Oct 14, 2020Individual IncomeFormDraftFinal2020-10-15Oct 15, 2020
TC-40TTC-0040TLive Organ Donation Expenses Credit2008-12-01Dec 1, 2008Individual IncomeFormDraftNo change for 2020
TC-40TCACTC-0040TCACUtah Low-Income Housing Tax Credit Allocation Certification. This form is obtained from the Utah Housing Corporation.Individual IncomeFormDraft
TC-40TSTC-0040TSTax Shelter Disclosure for Material Advisors2008-12-01Dec 1, 2008Individual IncomeFormDraftNo change for 2020
TC-41TC-0041Utah Fiduciary Income Tax Return (grid format)2020-10-14Oct 14, 2020FiduciaryFormDraft20202020-12-31Dec 31, 2020Final2020-10-15Oct 15, 2020
TC-41 InstructionsTC-0041 InstructionsUtah Fiduciary Income Tax Instructions2020-10-14Oct 14, 2020FiduciaryFormDraft20202020-12-31Dec 31, 2020Final2020-10-15Oct 15, 2020
TC-65TC-0065Utah Partnership/Limited Liability Partnership/Limited Liability Company Return of Income (grid format)2020-06-30Jun 30, 2020Partnership/LLP/LLCFormDraft20202020-12-31Dec 31, 2020Draft2020-11-16Nov 16, 2020
TC-65 InstructionsTC-0065 InstructionsInstructions for Utah Partnership/LLP/LLC Return of Income2020-09-17Sep 17, 2020Partnership/LLP/LLCFormDraft20202020-12-31Dec 31, 2020Draft2020-12-16Dec 16, 2020
TC-131TC-0131Statement of Person Claiming Refund Due a Deceased Taxpayer2012-09-06Sep 6, 2012Individual IncomeFormDraftNo change for 2020
TC-544TC-0544Partnership Return Payment Coupon2011-12-27Dec 27, 2011Partnership/LLP/LLCFormDraftNo change for 2020
TC-546TC-0546Individual Income Tax Prepayment Coupon2013-04-13Apr 13, 2013Individual IncomeFormDraftNo change for 2020
TC-547TC-0547Individual Income Tax Return Payment Coupon2011-12-19Dec 19, 2011Individual IncomeFormDraftNo change for 2020
TC-548TC-0548Fiduciary Income Tax Prepayment Coupon2011-12-19Dec 19, 2011FiduciaryFormDraftNo change for 2020
TC-549TC-0549Fiduciary Income Tax Return Payment Coupon2011-12-19Dec 19, 2011FiduciaryFormDraftNo change for 2020
TC-559TC-0559Corporate/Partnership Payment Coupon2011-12-19Dec 19, 2011Corporate IncomeFormDraftNo change for 2020
TC-675RTC-0675RStatement of Utah Tax Withheld on Mineral Production2013-06-05Jun 5, 2013WithholdingFormDraftNo change for 2020
TC-831TC-0831Request to Elect-out of Electronic Filing2011-08-31Aug 31, 2011Individual IncomeFormDraftNo change for 2020
TC-941PCTC-0941PCPayment Coupon for Utah Withholding Tax2009-12-09Dec 9, 2009WithholdingFormDraftNo change for 2020

Please note . . .

TC-69 Form Usually Requires Additional Schedules

When submitting a TC-69 paper form, you MUST also include the appropriate schedule(s). If you do not include the correct schedule(s), your business registration will be delayed.

Note: To save time and ensure all needed schedules are included, you can apply for a tax account online.

Please note . . .

Sales tax filing is changing

All Utah sales and use tax returns and other sales-related tax returns must be filed electronically, beginning with returns due Nov. 2, 2020. File electronically using Taxpayer Access Point at tap.utah.gov.

This includes:

  • Third quarter, July-Sept 2020 (quarterly filers)
  • September 2020 (monthly filers)
  • Jan – Dec 2020 (annual filers)
  • All related schedules

You can continue to the PDF form below, or go to TAP to register and begin filing electronically now—no need to wait until the deadline!