Get Tc-40d Utah Dependent With A Disability Exemption - Schools Utah

The TC-40D form is essential for individuals seeking a dependent with a disability exemption for tax purposes in Utah. This guide provides clear, step-by-step instructions on how to fill out the TC-40D form online, ensuring that you understand each component and requirement.

Follow the steps to complete the TC-40D form online.

1. Click the ‘Get Form’ button to access the TC-40D form and open it in your preferred online document editor.
2. Begin by filling in the taxpayer's name and social security number in the designated fields. Ensure that the information is accurate to avoid potential issues later.
3. Next, provide the name of the person with a disability and their social security number. This information should reflect the individual for whom you are claiming the exemption.
4. You must select one of the two options provided: Part 1 for a dependent child with a disability (21 years or younger), or Part 2 for a dependent adult with a disability (18 years or older). Review the eligibility criteria carefully to ensure you select the appropriate option.
5. For Part 1, confirm that the dependent meets all four conditions stated. Ensure the eligible student with a disability is certified by a school district or Utah Department of Health representative, if applicable.
6. For Part 2, confirm that the dependent meets the conditions listed, including eligibility for services under Title 62A, Chapter 5. Gather the necessary certification signature from a support coordinator, primary care physician, or licensed psychologist.
7. Once all sections are completed, ensure the form is signed by the authorized certifier, as it is required for validity. Fill in the date signed, print the name of the certifier, their title or agency, and telephone number.
8. After completing the form, review it for accuracy. Save any changes, and you have the options to download, print, or share the completed form as needed. Keep the form and all related documents with your records.

Complete your TC-40D form online now to ensure your dependent with a disability exemption is properly filed!