Homepage Blank Arizona 140A Form
Outline

The Arizona Form 140A serves as the Resident Personal Income Tax Return (Short Form) for individuals filing their state taxes. Designed for taxpayers with a simpler financial situation, this form is applicable if your Arizona taxable income is less than $50,000. It streamlines the filing process by allowing eligible residents to report their income, exemptions, and tax credits in a more concise manner. Key sections of the form include personal information, filing status, exemptions for age and disability, and details about dependents. The form also guides users through calculating their Arizona adjusted gross income, standard deductions, and any potential tax due or overpayment. Specific instructions are provided for various situations, ensuring that taxpayers can accurately complete their returns. For those seeking to maximize their deductions and credits, the form includes space for claiming dependents and qualifying parents or grandparents. Overall, the Arizona Form 140A is designed to facilitate a straightforward tax filing experience for eligible residents, making it an essential tool during tax season.

Sample - Arizona 140A Form

PLEASE BE SURE TO SIGN THE RETURN ON THE REVERSE SIDE OF THIS PAGE.
Enter
your
SSN(s).
81
PM
80
RCVD
88
REVENUE USE ONLY. DO NOT MARK IN THIS AREA.
ONE STAPLE. NO TAPE.

Enter the number claimed. Do not put a check mark.
STOP
 taxable incomemust
8 
9 
10 do not include self or spouse
11

12  12 
13  13 
14  14 
15  15 
16  16 
17  17 
18 Arizona adjusted gross income: 18 
19  19 
20  20 
21  21 
22  22 
23  23 
24 Balance of tax: 24 
25  25 
26  26 
27  27 
28  28 
29 Total payments/credits: 29 
30 TAX DUE:  30 
31 OVERPAYMENT: 31 
32 - 41 Voluntary Gifts to:
42 
421
422
423
424
425

43  43 
44 REFUND: 44 
98
Direct Deposit of Refund:Check box 44Aforeign account44A
 
C 
S 
45 AMOUNT OWED:
include SSN on payment 45 

32 

33 

34 

35 

36 

37 

38 

39 

40 

41 


2013
Place any required federal and AZ schedules or other documents after Form 140A page 2; staple to upper left corner.

  
1
  
1
  
94
2
   
3

82F
Check box 82F if filing under extension
4 
5 
6 
7 
Arizona Form 140A Resident Personal Income Tax Return (Short Form)

AZ Form 140A (2013) 
PART A: Dependents, Qualifying Parents and Grandparents – do not list yourself or spouse
A1 

   
A2  A2
A3 a

b
A4 



   
A5  A5
 


PLEASE SIGN HERE


  
  
  
 

   

Form Information

Fact Name Fact Description
Form Purpose The Arizona Form 140A is designed for residents to file a short personal income tax return.
Income Threshold If your Arizona taxable income is $50,000 or more, you must use Arizona Form 140 instead.
Filing Status Options Available filing statuses include: married filing jointly, head of household, married filing separately, and single.
Exemptions Taxpayers can claim exemptions for age, blindness, dependents, and qualifying parents or grandparents.
Standard Deduction The standard deduction for married filing jointly is $9,883; for other statuses, it is $4,945.
Tax Calculation Tax due is calculated by subtracting total payments and credits from the amount of tax owed.
Refund Process If overpayment occurs, taxpayers can expect a refund after subtracting total voluntary gifts from the overpayment amount.
Signature Requirement Taxpayers must sign the return, declaring that the information provided is true and complete.
Governing Law The Arizona Form 140A is governed by Arizona Revised Statutes Title 43, which pertains to taxation.

Detailed Guide for Filling Out Arizona 140A

Completing the Arizona Form 140A is a straightforward process, but it requires careful attention to detail. This form is essential for individuals who meet specific income criteria and wish to file their state income taxes efficiently. Follow these steps to ensure that you accurately fill out the form.

  1. Begin by checking the top of the form to confirm your filing status. If you are filing under an extension, check the box labeled 82F.
  2. Enter your first name, middle initial, and last name in the designated fields. Below that, input your Social Security number.
  3. If applicable, fill in your spouse’s first name, middle initial, last name, and Social Security number.
  4. Provide your current home address, including the number and street, apartment number (if any), city or town, state, and ZIP code.
  5. List any last names you have used in prior years in the space provided.
  6. Select your filing status by marking the appropriate box: married filing jointly, head of household, married filing separately, or single.
  7. In the exemptions section, enter the number of exemptions you are claiming. Do not use a check mark; simply write the number in the provided space.
  8. Complete the lines for age exemptions if you or your spouse are 65 or older, and for any blind exemptions.
  9. List the number of dependents you are claiming and any qualifying parents or grandparents.
  10. Transfer your federal adjusted gross income from your federal return to line 12.
  11. Calculate your total exemptions by multiplying the numbers you entered earlier by the corresponding amounts and summing them up. Write the total on line 17.
  12. Subtract the total exemptions from your federal adjusted gross income to find your Arizona adjusted gross income. Enter this amount on line 18.
  13. Determine your standard deduction based on your filing status and enter that amount on line 19.
  14. Calculate your personal exemptions and write that amount on line 20.
  15. Subtract the standard deduction and personal exemptions from your Arizona adjusted gross income to find your Arizona taxable income. Enter this on line 21.
  16. Using the Optional Tax Tables, find the amount of tax due and enter it on line 22.
  17. Calculate any credits you may qualify for, including the family income tax credit, and enter that on line 23.
  18. Subtract line 23 from line 22 to find your balance of tax due on line 24.
  19. Enter any Arizona income tax withheld during the year on line 25.
  20. List any extension payments or credits and sum them up on line 29.
  21. If line 24 is greater than line 29, subtract line 29 from line 24 to find the tax due. If line 29 is greater, calculate your overpayment.
  22. Complete the voluntary gifts section if you wish to contribute to any listed funds.
  23. Finally, sign and date the return. Ensure that both you and your spouse sign if filing jointly. Include your occupation and that of your spouse.

Once you have completed the form, ensure that all information is accurate before submitting it to the appropriate address, depending on whether you are sending a payment or expecting a refund. Properly organizing your documents and double-checking your entries can help avoid delays in processing your return.

Obtain Answers on Arizona 140A

  1. What is the Arizona Form 140A?

    The Arizona Form 140A is a short personal income tax return designed for residents of Arizona. It is specifically for individuals whose taxable income is less than $50,000. If your income exceeds this threshold, you must use the longer Form 140. This form allows taxpayers to report their income, claim exemptions, and calculate their tax liability in a simplified manner.

  2. Who should use Form 140A?

    Form 140A is intended for Arizona residents who meet the following criteria:

    • Your Arizona taxable income is less than $50,000.
    • You are filing as a single taxpayer, married filing jointly, or head of household.
    • You do not have complex tax situations that require additional forms or schedules.

    If you do not meet these criteria, you will need to use Form 140 instead.

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

    To successfully complete Form 140A, gather the following information:

    • Your Social Security number and that of your spouse, if applicable.
    • Your current home address.
    • Your federal adjusted gross income, which can be found on your federal tax return.
    • Details about any dependents you are claiming.
    • Information regarding any exemptions you qualify for, such as age or blindness.

    Having this information ready will streamline the process and help ensure accuracy.

  4. How do I submit Form 140A?

    After completing Form 140A, you must mail it to the appropriate address based on your tax situation:

    • If you are sending a payment, mail it to: Arizona Department of Revenue, PO Box 52016, Phoenix, AZ 85072-2016.
    • If you are expecting a refund or owe no tax, mail it to: Arizona Department of Revenue, PO Box 52138, Phoenix, AZ 85072-2138.

    Be sure to sign the return and include any necessary attachments. Double-check that all information is accurate to avoid delays in processing.

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. Here are eight frequent errors to avoid.

One common mistake is neglecting to check the appropriate filing status. The form offers several options, including Married Filing Jointly, Head of Household, and Single. Selecting the wrong status can affect your tax calculations and exemptions.

Another frequent error is failing to include all required personal information. Ensure that you enter your full name, Social Security number, and current address correctly. Missing or incorrect information can cause processing delays.

Many filers also forget to claim all eligible exemptions. For example, if you or your spouse are over 65 or blind, you can claim additional exemptions. Not including these can result in a higher tax bill than necessary.

Some individuals mistakenly enter their adjusted gross income without verifying it against their federal return. This figure is crucial for calculating your Arizona taxable income. Double-checking this number helps prevent errors that could lead to audits.

Another common pitfall is not signing the return. It may seem simple, but many forget this critical step. Without a signature, the form is considered incomplete, and the Arizona Department of Revenue cannot process it.

Additionally, people often overlook the importance of including dependents correctly. Listing dependents who do not qualify or failing to list all eligible dependents can lead to missed tax credits.

Some filers also make the mistake of not reviewing the instructions thoroughly. Each line of the form has specific requirements and instructions. Ignoring these can lead to miscalculations or omissions.

Lastly, forgetting to staple required documents can delay your filing. The instructions specify where to staple additional documents. Following this guideline ensures your return is processed smoothly.

By being aware of these common mistakes, you can complete your Arizona Form 140A accurately and efficiently, helping to ensure a timely tax return.

Documents used along the form

The Arizona Form 140A is a short form for residents filing their personal income tax returns. Along with this form, several other documents may be required or helpful for a complete filing. Below is a list of commonly used forms and documents that often accompany the Arizona Form 140A.

  • Arizona Form 140 - This is the standard resident personal income tax return for individuals with a taxable income of $50,000 or more. It provides a more detailed breakdown of income and deductions.
  • Arizona Form 204 - This form is used to apply for an extension of time to file your Arizona income tax return. It must be submitted before the original due date of the return.
  • Arizona Form 140PTC - This form is for claiming the Property Tax Credit. It is available to qualifying individuals and can help reduce the amount of tax owed.
  • Federal Form 1040 - This is the federal income tax return form. It provides necessary information about your income and deductions that may affect your Arizona tax filing.
  • W-2 Forms - These forms report wages paid to employees and the taxes withheld. They are essential for accurately reporting income on your tax return.
  • 1099 Forms - These forms report various types of income other than wages, salaries, and tips. They are important for reporting self-employment income or interest earned.
  • Schedule C - This is used to report income or loss from a business operated as a sole proprietorship. It provides details that may affect your overall tax liability.
  • Schedule A - If you itemize deductions instead of taking the standard deduction, this form is necessary to report those deductions, such as mortgage interest and charitable contributions.
  • Child Tax Credit Worksheet - This worksheet helps determine eligibility for the Child Tax Credit, which can reduce the tax owed for qualifying dependents.
  • Arizona Tax Tables - These tables provide the tax rates and help calculate the amount of tax owed based on your taxable income.

Having these forms and documents ready can streamline the filing process and ensure accuracy. Always check for the most current forms and guidelines to avoid any issues with your tax return.

Similar forms

  • Arizona Form 140: This is the standard resident personal income tax return for individuals with a taxable income of $50,000 or more. Like Form 140A, it requires personal information, income details, and deductions, but is more comprehensive due to the higher income threshold.
  • Arizona Form 140EZ: Similar to Form 140A, this is a simplified version for residents with straightforward tax situations. It has fewer lines and is easier to complete, making it ideal for those with basic income and deduction profiles.
  • Federal Form 1040: This is the U.S. individual income tax return. Both forms require personal information, income reporting, and deductions, but the 1040 is used for federal taxes while Form 140A is specific to Arizona state taxes.
  • Arizona Form 204: This form is used for requesting an extension to file the Arizona income tax return. It shares similarities with Form 140A in that it captures personal information and tax year details, but it is focused solely on extension requests.
  • Arizona Form 140PTC: This form is for claiming a property tax credit. While Form 140A deals with income tax, both forms require personal information and details about qualifying criteria, making them similar in structure.
  • Arizona Schedule A: This schedule is used for itemizing deductions. Like Form 140A, it requires detailed reporting of financial information, but it specifically focuses on deductions rather than overall tax calculations.

Dos and Don'ts

When filling out the Arizona Form 140A, it is essential to follow certain guidelines to ensure accuracy and compliance. Below is a list of recommended practices and common mistakes to avoid.

  • Do check your income level. If your Arizona taxable income is $50,000 or more, use Arizona Form 140 instead.
  • Do provide accurate personal information. This includes your name, Social Security number, and current home address.
  • Do claim the correct number of exemptions. Ensure you follow the instructions for dependents and qualifying parents or grandparents.
  • Do sign the return. Both you and your spouse must sign if filing jointly.
  • Don't use tape or any adhesive. Only staple documents to the upper left corner as instructed.
  • Don't leave any required fields blank. Incomplete information can delay processing or lead to errors.

Adhering to these guidelines will help facilitate a smooth filing process and minimize the risk of complications with your tax return.

Misconceptions

Here are nine common misconceptions about the Arizona Form 140A, along with clarifications for each:

  • Misconception 1: The 140A form can be used for any income level.
  • In reality, the 140A form is only for individuals with an Arizona taxable income of less than $50,000. If your income exceeds this threshold, you must use Form 140.

  • Misconception 2: You can file Form 140A even if you have dependents.
  • This is not entirely true. While you can claim dependents on Form 140A, you must ensure your total income meets the requirements for using this short form.

  • Misconception 3: The 140A form does not require signatures.
  • All taxpayers must sign the form. Both you and your spouse, if applicable, need to sign to validate the return.

  • Misconception 4: You cannot claim any deductions on Form 140A.
  • Form 140A allows for certain deductions, including personal exemptions and standard deductions, which can reduce your taxable income.

  • Misconception 5: Filing under extension means you can use Form 140A.
  • Filing under extension does not change the income limits. You still need to use Form 140 if your income is $50,000 or more, even if you filed for an extension.

  • Misconception 6: You can submit the form without any supporting documentation.
  • While the form itself may not require attachments, you should keep any supporting documents, such as W-2s, in case the Arizona Department of Revenue requests them.

  • Misconception 7: The 140A form is only for residents of Arizona.
  • This form is specifically for Arizona residents. Non-residents must use a different form to report their income.

  • Misconception 8: You can file Form 140A electronically.
  • As of the latest guidelines, Form 140A is not available for electronic filing. You must print and mail the form.

  • Misconception 9: You cannot amend a return filed with Form 140A.
  • You can amend a return filed with Form 140A. Use the appropriate amendment form to correct any errors after filing.

Key takeaways

Here are some key takeaways for filling out and using the Arizona 140A form:

  • The Arizona 140A form is specifically for residents with taxable income below $50,000.
  • If your taxable income is $50,000 or more, you must use Arizona Form 140 instead.
  • Ensure you staple any additional documents to the upper left corner of the form.
  • Check box 82F if you are filing under an extension.
  • Provide accurate personal information, including Social Security numbers for yourself and your spouse.
  • Be sure to list any dependents and qualifying parents or grandparents correctly.
  • Calculate your Arizona adjusted gross income by subtracting allowed exemptions from your federal adjusted gross income.
  • Use the standard deduction based on your filing status: $9,883 for married filing jointly or separately, and $4,945 for single filers.
  • Review the optional tax tables to determine your tax amount.
  • Sign the return on the reverse side before submitting it to avoid delays.

Remember to mail your payment or refund request to the appropriate address provided on the form to ensure timely processing.