Filing your Utah state income tax return for the 2018 tax year is essential to meeting your civic responsibilities and ensuring compliance with state tax laws. The process may seem complex initially, but you can complete your return accurately and on time with the correct information and preparation. Utah’s tax system is vital in supporting public services, with a portion of collected revenue directly supporting education.
Accurate and timely filing helps the state maintain its operations and can also speed up your Utah tax refund if you are owed one. Whether you choose direct deposit or a paper refund check, submitting your return promptly reduces the risk of penalties and interest charges. Residents and nonresidents often qualify for specific deductions or credits, which can lower their total tax liability when correctly claimed.
This guide is designed for residents, part-year residents, and nonresidents with income from Utah sources who must file a 2018 state tax return. It is written for individuals, families, and small business owners unfamiliar with Utah’s filing requirements, offering clear, step-by-step instructions. By following this process, you’ll find it easier to understand your obligations, claim the benefits you’re entitled to, and meet the necessary deadlines without unnecessary stress.
Utah uses a flat-rate income tax system, meaning all taxpayers pay the same percentage of their taxable income, regardless of income level. The rate for the 2018 tax year was 4.95%, replacing the previous 5% rate. This change was part of a broader legislative effort to simplify the state tax structure and align it more closely with federal tax reforms. Understanding these adjustments will help you find the right way to prepare your return and determine whether you qualify for special status or exemptions.
You must file a Utah income tax return for 2018 if you fall into one of these categories:
The deadline for the 2018 tax year to submit your Utah tax return and make any payments was April 15, 2019. If that date fell on a weekend or holiday, the deadline shifted to the next business day. Utah grants an automatic six-month extension to file—without a separate application—but you must pay at least 90% of the tax owed by the original due date to avoid penalties.
Utah’s flat tax rate applies to all income levels, making the calculation straightforward. Some taxpayers qualify as “Qualified Exempt Taxpayers” if their adjusted gross income exceeds the federal standard deduction amount. This status can significantly reduce or eliminate the amount owed on your state tax return.
Completing your 2018 Utah state tax return requires the correct forms, which vary depending on your residency status, income sources, and eligibility for certain deductions or credits. Using the proper documents ensures your filing is processed smoothly and helps you avoid delays in your Utah tax refund. Below is a breakdown of the most commonly used forms and when to use them.
Tip: You can check the Utah State Tax Commission website to find and download all official forms for the 2018 tax year. Ensure you use the correct version for the year you’re filing, as requirements and formats can change.
Filing your 2018 Utah state tax return starts with proper preparation and understanding the filing process from start to finish. Following these steps will help you avoid delays, minimize errors, and ensure that you qualify for any credits or deductions you’re entitled to claim.
Before starting your Utah return, complete your federal income tax return first. Utah’s Form TC-40 uses details from your federal form, such as adjusted gross income and filing status, to calculate your state tax liability.
Gather these required documents:
You can file your 2018 Utah state tax return electronically or by mail, depending on your preference. While both methods are accepted, electronic filing through Utah’s Taxpayer Access Point (TAP) generally speeds up the process, reduces errors, and helps you check your refund status more quickly.
Benefits:
How to E-file:
If you choose to file by mail, follow these guidelines to avoid delays:
Mailing Addresses for 2018 Returns
Always keep a copy for your records, whether you e-file or mail your return. You may need it to find prior-year information or check your filing status later.
If you prefer to pay by mail, include the following:
You may qualify for a payment plan if you cannot pay the full amount immediately.
You can:
To reduce your balance due when you file next year, you can make prepayments:
After you file your 2018 Utah state tax return, you can monitor whether you’re due a Utah tax refund or have an outstanding balance. The Utah State Tax Commission provides secure tools to help you check your payment and refund status, making it easy to find accurate and up-to-date information.
The fastest way to track your refund is through Utah’s Taxpayer Access Point (TAP):
TAP updates daily, allowing you to follow the process from submission to payment. Direct deposit often speeds up your refund, while a paper check sent by mail may take longer.
If you owe taxes, TAP also lets you:
Save your TAP login credentials and a copy of your filed return. This ensures you can find details quickly if the state requests more information or you need to confirm your account status later.
Before you file your 2018 Utah state tax return, review this checklist for a few minutes. Completing each step helps prevent delays in processing, avoids penalties, and ensures your Utah tax refund is issued as quickly as possible if you’re owed one.
Confirm that your name, Social Security number, and filing status match your federal return. Even minor errors can slow the process.
Attach Form TC-40 and any supporting schedules (TC-40A, TC-40B, TC-40W, TC-40S). Double-check that W-2s and 1099s are included if applicable.
Ensure all income sources are reported accurately and you’ve correctly calculated credits, such as the personal exemption for each dependent you claim.
Both spouses must sign a joint return. Missing signatures will cause processing delays.
Retain a full copy of your return and all supporting information if you need to find details. Whether filing electronically or by mail, completing this checklist ensures your state tax return is accurate, complete, and ready for submission, helping you avoid unnecessary complications.
If you missed the April 15, 2019, deadline for your 2018 Utah state tax return, you should file it as soon as possible. Utah grants an automatic six-month extension to submit the return, but this does not extend the payment due date. Penalties and interest will apply if taxes aren’t paid on time. Filing promptly helps limit additional charges and keeps your account in good standing.
Utah’s Taxpayer Access Point (TAP) allows residents and qualifying nonresidents to e-file their state tax return online at no cost. The system is available 24/7, guides you through the process, checks for errors, and provides instant submission confirmation. E-filing often results in a faster Utah tax refund, especially if you choose direct deposit instead of waiting for a paper check by mail.
Commonly overlooked deductions and credits include contributions to Utah my529 education savings accounts, the solar energy system credit (subject to 2018 phase-out limits), and the credit for income tax paid to another state. Many taxpayers also forget to claim the Utah personal exemption for each eligible dependent. Reviewing the TC-40A and TC-40S instructions before filing can help you find deductions or credits you qualify for based on your situation.
Utah grants an automatic six-month extension to file your state tax return—no form is required. However, the extension applies only to the submission of paperwork, not to payment. To avoid penalties, you must pay at least 90% of your tax liability by the original April 15, 2019, deadline. Use TAP or mail a payment with Form TC-546 to meet the prepayment requirement and maintain good account status.
Yes, in most cases. If you filed jointly on your federal return, you can typically file jointly for Utah. However, special rules apply if one spouse is a Utah resident and the other is not. In such cases, you may need to file Form TC-40B to allocate income between residents and nonresidents. Reviewing instructions for part-year residents helps ensure you claim the correct exemptions and credits.
If you find an error on your filed state tax return, submit an amended return using the original year’s forms. Mark the “Amended Return” box at the top of Form TC-40 and provide the appropriate reason code. Include any corrected schedules or documentation. Depending on your situation and supporting information, you generally have three years from the original due date to request a refund or adjust your balance.
It’s best to keep your 2018 Utah state tax return and all supporting information for at least three years from the filing date or due date, whichever is later. If you underreport income by 25% or more, the retention period extends to six years. Storing records securely allows you to find them quickly if the Utah State Tax Commission requests verification or if you need to check past filing status.
See all State Tax Return Guides (2010-2024)