Filing your Idaho tax return for 2017 may feel outdated, but it remains essential for taxpayers who missed the original deadline or need to correct past information. The process still applies whether you are an individual taxpayer, small business owner, or part-year resident. The Idaho State Tax Commission continues to accept late filings, and understanding the correct procedure helps you avoid penalties, claim any tax refund owed, and maintain accurate financial records. This article explains each step clearly to ensure you feel confident and well-informed.

Many taxpayers overlook credits they are still eligible to claim on past returns. These include the grocery credit refund, property tax reduction programs, and other available credits based on your 2017 income and filing status. If you failed to apply previously or submitted an incomplete return, now is the time to correct that. You must verify your income, gather relevant payments and deduction records, and submit your complete federal return alongside the Idaho forms. This guide explains everything you need to know.

This step-by-step guide covers filing your 2017 Idaho tax return, from gathering your documents to understanding your refund status. You will also learn about payment methods, account setup, and the benefits of using e-filing when possible.

Who Needs to File an Idaho Tax Return for 2017

Residency Status Determines Filing Requirements

Your obligation to file a 2017 Idaho tax return depends on your residency and income. Idaho residents must file a federal return if required in the same year. However, there are exceptions. If your federal return was only filed to report self-employment tax and you had no Idaho filing requirement otherwise, you may not need to submit a state return. This distinction is important when reviewing your tax account to verify if a 2017 return is still required.

Part-year residents must file if their total income from all sources during residency and Idaho-source income while living elsewhere exceeds $2,500. Nonresidents must file if their Idaho-source income alone is more than $2,500. Filing ensures that overpaid taxes, including a potential tax refund, can be properly claimed. It also helps keep your state account in excellent standing.

Filing Thresholds Based on Income and Age

Income thresholds vary depending on your filing status and age. These thresholds follow federal return standards but include Idaho-specific adjustments. The table below outlines the gross income amounts that triggered a filing requirement in 2017:

  • Single under age 65: $10,400

  • Single age 65 or older: $11,950

  • Married filing jointly, both under 65: $20,800

  • Married filing jointly, one spouse 65+: $22,050

  • Married filing jointly, both spouses 65+: $23,300

  • Head of household under 65: $13,400

  • Head of household 65+: $14,950

  • Married filing separately: $4,050

  • Qualifying widow(er) with dependent child under 65: $16,750

  • Qualifying widow(er) age 65 or older: $18,000

If your income exceeded these limits, you must apply the appropriate Idaho return and ensure all relevant credits and deductions are included.

When Small Businesses and Sole Proprietors Must File

Business owners and self-employed individuals often run into confusion when it comes to state returns. If you earned income in Idaho through sole proprietorship, freelance work, or contract payments, you likely meet the requirement to file—even if your federal return was minimal. Signing your state return, verifying all entries, and checking your refund status after filing are also essential.

Property Tax Reduction and Other Idaho Credits

Understanding the Property Tax Reduction Program

Idaho offers a property tax reduction program, called the Circuit Breaker, designed to help qualified individuals lower their annual property taxes. This program was applied in 2017 and still allows retroactive filing for eligible taxpayers. If you owned and lived in a home in Idaho in 2017 and met specific qualifications—such as being 65 or older, disabled, a widow(er), a veteran, or receiving specific government assistance—you may still apply. The reduction could reach up to $1,320 off your property tax bill.

To claim the benefit, you must complete the Idaho State Tax Commission application form. To qualify, you must verify your income for the 2017 tax year and provide all required supporting documents. It is also essential to check whether the original filing deadline applies in your case or if any exceptions allow for late submissions. For more information and access to secure payment options, visit the Tax Commission – Idaho State page.

Additional Credits You May Still Qualify For

In addition to property tax reduction, Idaho offered several state tax credits in 2017 that you may still claim if you amend or file a return:

  • Grocery credit refund: Designed to help residents offset the sales tax they pay on groceries. Most full-year residents are eligible, and the credit is automatic with Form 40.

  • Credit for income tax paid to other states: If you earned income in another state but live in Idaho, you may receive a credit to avoid double taxation.

  • Charitable contribution credit: Idaho allows up to a 50% credit for donations to specific nonprofits, including educational and rehabilitation institutions.

  • Child and dependent care credit: If you qualify for the federal credit, you could apply for the Idaho version.

ACredits Properly on Your Return

When completing your 2017 Idaho tax return, including the correct forms to claim these credits is essential. Use Form 39R if you are a full-year resident and Form 39NR if you are a part-year resident or nonresident. These forms allow you to calculate and apply subtractions, additions, and credits accurately.

Make sure all entries are correct. Verify the amounts against your income documents and previous filings. Sign your return, and double-check all attachments before submitting. Check your refund status using Idaho’s official tools if a refund is due. Filing even years later helps you secure credits you may have missed and maintain accurate state account records.

What Forms You Need to File Your 2017 Idaho Tax Return

Choosing the Right Form Based on Your Residency

Filing the correct form for your 2017 Idaho tax return depends on your residency status during that year. Full-year residents should file using Form 40, the standard Idaho individual income tax return. This form is used if you lived in Idaho all year or were a full-year resident stationed elsewhere for military service.

If you were a part-year resident or a nonresident who earned Idaho income, then you must use Form 43. This form allows you to report only your income earned while living in Idaho or from Idaho sources. It is crucial to apply the correct form to ensure your return is processed correctly and your account reflects accurate payments and credits.

Before submitting either form, ensure all personal details match those listed on your federal return. The state uses your federal return as a reference, so discrepancies can delay processing or affect your refund status.

Supplemental Forms to Accurately Report Credits and Adjustments

Depending on your situation, you may need to include supplemental forms when you file:

  • Form 39R – Required for full-year residents using Form 40 who claim certain deductions or credits, including adjustments for bonus depreciation and credits for taxes paid to other states.

  • Form 39NR – Used with Form 43 for part-year and nonresidents to calculate additions, subtractions, and applicable credits.

  • Form 44 – Needed to claim business tax credits, such as the investment or broadband equipment credit.

  • Form 51 – Used for estimated payments, particularly if you made advance payments or are calculating underpayment penalties. While not always required, this form may apply if you have irregular income or run a business.

Review the instructions for each form carefully to verify whether they apply to your return. Failing to include a required supplemental form may delay your tax refund or create discrepancies in your state account.

How to Assemble and Organize Your Forms

Whether you e-file or mail your return, proper organization is essential. If you file a paper return, follow the required assembly order. Begin with Form 40 or Form 43, followed by supplemental forms in numerical and alphabetical order: place W-2s, 1099s, and other income documents on top. Attach a complete copy of your federal return to your state forms.

Double-check all figures and sign your return before submitting. If you discover an error after filing, you may amend your return using the same forms with the "Amended Return" box checked. Review refund status updates through Idaho’s official channels to monitor your return progress. 

Step-by-Step Instructions on How to File Your Idaho Tax Return for 2017

Step 1: Gather All Required Documents Before You Begin

Before filling out any forms, collect every document you need to complete your Idaho tax return. These include your W-2s, 1099s, K-1s, and other documents showing income received during the 2017 tax year. You must also have a complete copy of your federal return from that year. If you plan to claim deductions or credits, gather supporting documentation for mortgage interest, property tax payments, charitable contributions, and medical expenses.

If you received unemployment benefits or ran a small business, include records that show how much income you earned. If you made estimated payments during the year, be sure to gather confirmation of those transactions. Your return must reflect accurate payments and income amounts, so verify every number using your official tax records.

Having all these documents will help you avoid mistakes, apply all eligible credits, and confirm that your account balance is correct when the state processes your return.

Step 2: Complete the Correct Idaho Tax Form

Once your paperwork is ready, choose either Form 40 or Form 43, depending on your residency status in 2017. Your Idaho filing status must match your federal return exactly. This includes categories such as single, married filing jointly, head of household, and qualifying widow(er).

Begin by filling out your personal information, including your name, address, and Social Security number. Enter your federal adjusted gross income from your federal return in the income section. This key number affects many parts of your Idaho filing, including deductions and credits.

If you are using Form 43, separate your Idaho income from your non-Idaho income. Form 43 includes a schedule for allocating income properly. Use it to apply credits and ensure the state taxes only the appropriate portion.

Step 3: Apply Deductions and Credits to Reduce Your Tax Liability

Once your income is entered, you must determine whether to itemize your deductions or take the standard deduction. The standard deduction is typically easier and is adjusted for age and blindness. If you itemize, ensure that each expense you claim is supported by proper documentation.

Apply applicable credits such as the grocery credit refund, the child and dependent care credit, or the credit for taxes paid to other states. Use supplemental forms like Form 39R or 39NR to report these amounts accurately. Failing to apply available credits may increase your tax due or reduce your refund.

Check your entries carefully before moving forward. Each credit applied must be backed up with complete income data, verified totals, and accurate form attachments. Do not leave any required lines blank.

Step 4: Calculate Your Final Tax, Sign the Return, and Submit

Calculate your total tax due using Idaho’s tax tables or rate schedules. Subtracting your credits and payments determines whether you owe additional tax or are due a refund. If you owe, include your payment with the return or follow the online payment instructions. If a refund is due, provide the correct bank information for direct deposit.

Before submitting your return, verify every number one last time. Sign and date the return. If you are filing jointly, both spouses must sign. Incomplete forms or unsigned returns will delay processing and could affect your refund status.

You can submit your return by mail or through Idaho’s e-filing system. Whichever method you choose, keep a copy of your return and all attachments for your records at home. If you discover an error after submission, you can amend the return by checking the amended box on the same form and submitting corrected details.

Filing your 2017 return may seem daunting. Still, it ensures that your Idaho tax account remains accurate, helps you claim your refund if one is due, and protects your eligibility for future state benefits and programs.

E-Filing vs. Paper Filing: Which Is Better for 2017 Returns

Why E-Filing Is Often the Better Option

Although the 2017 tax year has passed, the Idaho State Tax Commission still accepts paper and electronic submissions for that year’s return. In most cases, e-filing is the preferred method. It offers several advantages, including fewer errors, faster refund processing, and built-in system checks to help verify information before the return is submitted.

Electronic filing also provides immediate confirmation that your return has been received. This helps prevent delays and gives you more control over tracking your tax refund and refund status. If your account includes any credits or prior payments, e-filing reduces the likelihood of those details being overlooked. Additionally, the system prompts you to sign electronically and complete every required step.

E-filing is especially helpful if you apply for credits like the grocery credit refund or property tax reduction. Submitting online reduces mailing time, eliminates manual entry delays, and ensures your state filing runs more smoothly.

When Paper Filing May Be Necessary

There are some situations where paper filing is still appropriate. Mailing your return may be better if you submit original forms with hand-signed statements, supporting documents, or complex attachments that cannot be uploaded through the e-filing system. You may also need to file by mail if you are amending a previously submitted return or responding to a formal request for documentation from the state.

If you choose to file on paper, make sure you follow the required assembly order. Place Form 40 or Form 43 first, followed by any supplemental forms in numerical or alphabetical order. Attach W-2s, 1099s, and a complete copy of your federal return at the top. Do not staple your forms together. Sign your return clearly, and confirm all required fields are complete before mailing.

Paper returns take longer to process—generally 10 to 11 weeks—and may delay your refund if errors occur. If speed and efficiency are your goals, and you qualify, e-filing remains the most practical and secure method for filing your 2017 Idaho state tax return.

How to Track Your 2017 Idaho Tax Refund or Balance Due

Using Idaho's Refund Tracking Tools

After filing your 2017 Idaho tax return, you can monitor your refund status using the tools provided by the Idaho State Tax Commission. The online "Where’s My Refund?" feature allows you to track the progress of your return. You must enter your Social Security number, expected tax refund amount, and filing year. Once submitted, the system will provide updates on when your return was received and processed and when the refund is scheduled to be issued.

This tool is available for both e-filed and paper returns. However, processing times vary. E-filed returns typically run faster, with refunds issued in about 7 to 8 weeks. Paper returns may take 10 to 11 weeks or more, depending on volume and the complexity of your submission.

Make sure your account information is accurate and updated to avoid delays. If your direct deposit details or mailing address are incorrect, your tax refund could be delayed or redirected.

Delays and Offset Scenarios to Be Aware Of

There are several common reasons your tax refund might be delayed:

  • Your return is incomplete or contains errors that require manual review.

  • You did not sign the return or include a copy of your federal return.

  • Your filing includes income or payment discrepancies that need verification.

  • This is your first Idaho return, and your taxpayer account must be established.

  • You owe debts to other state agencies, such as the Department of Labor or Health and Welfare, which may offset your refund.

If your return is flagged for additional review, the Tax Commission may send a letter requesting verification or supporting documentation. After receiving your response, the agency typically takes six more weeks to complete processing.

Use the refund tracking tool regularly to stay informed and review your account for updates. This will help you understand the status of your refund, apply corrections promptly if needed, and ensure your state filing stays current and accurate.

Payment Methods and Common Errors to Avoid

Accepted Methods for Making 2017 Idaho Tax Payments

If you still owe taxes on your 2017 Idaho return, you have several options for making a secure payment. One of the easiest methods is to use the Quick Pay tool, which allows direct ACH payments from your checking or savings account without requiring you to create a profile. You can schedule your payment in advance to avoid any additional service fees.

Another method is the Taxpayer Access Point (TAP), which supports electronic p-check or credit card payments. If you use a credit card, note that a third-party vendor applies a convenience fee. TAP also allows you to manage your account, file forms and verify that your payment has been processed correctly.

Visit the official payment guide at efile.com's Idaho tax payments page for a complete overview of available options and to find the best one for your situation.

If you call your payment, make your check or money order payable to the Idaho State Tax Commission. Remember to write your Social Security number on the check and not staple it to your return. Include the payment with your completed forms in the proper assembly order.

Common Filing Errors to Avoid

Avoiding common errors can save time and ensure your return is processed without delay:

  • Unsigned returns: Always sign your return. If filing jointly, both spouses must sign.

  • Missing federal return: A full copy of your 2017 federal return must be included.

  • Incorrect income or account numbers: Double-check all entries against your records.

  • Missing supplemental forms: Attach all required schedules for deductions or credits.

  • Math mistakes: Use Idaho’s tax tables or e-filing software to ensure accuracy.

  • Wrong mailing address: Verify that you are using the correct address published by the state.

If you need to make corrections, file an amended return using the appropriate form and check the "Amended Return" box. Always verify your refund status and payment updates through your account after submission.

Final Checklist Before You Submit Your Return

Review All Documents and Forms

Before submitting your 2017 Idaho tax return, take the time to confirm that every required form is included. Ensure you have completed either Form 40 or Form 43, depending on your residency status. Attach supplemental schedules such as Form 39R, 39NR, or Form 44 if you claim deductions or credits. If you are filing by mail, organize the forms in the required order, and include your W-2s, 1099s, and a complete copy of your federal return.

Confirm Personal Information and Required Signatures

Ensure that your details, including your Social Security number, address, and filing status, are consistent across all documents. Your Idaho filing status must match the status reported on your federal return. Confirm that all figures are correct, all necessary fields are completed, and you’ve signed the return. If you’re filing jointly, both spouses must sign. Missing signatures are among the most common causes of refund delays.

Final Steps Before Filing

Use this checklist to confirm you are ready to file:

  • Forms 40 or 43 are complete

  • Applicable credits are calculated using the correct forms.

  • All income documents are attached.

  • A copy of your federal return is included.
    The direct deposit or payment method is selected and accurate.

  • Return is signed and dated.

  • The assembly order for paper filing is correct.

  • You’ve kept a complete copy for your records.

Taking these steps helps ensure your return is accepted, your refund is not delayed, and your state account reflects accurate tax information for 2017.

Frequently Asked Questions

What if I missed the filing deadline for April 17, 2018?

You can still file your 2017 Idaho tax return. Although the deadline has passed, the state allows late submissions. Penalties and interest may apply, but filing now helps reduce additional charges and may allow you to claim a refund if eligible. Submitting a return also keeps your account current and avoids complications with state reporting.

Can I still e-file my 2017 Idaho tax return?

Electronic filing may still be available through the Idaho State Tax Commission. However, many third-party e-file providers no longer support older tax years. If e-filing is not an option, you must file by mail using the correct forms. Sign and assemble your documents correctly to avoid delays or rejections.

How do I claim the grocery credit refund on a 2017 return?

The grocery credit refund is automatically included when filing Form 40 as a full-year Idaho resident. If you were a part-year resident or nonresident, use the appropriate supplemental form and verify your eligibility. Ensure you enter accurate income details, and double-check that you meet the residency requirement before applying for the credit.

How can I check my refund status?

You can track your 2017 Idaho refund using the official refund status tool. You will need your Social Security number, the expected refund amount, and the tax year. E-filed returns typically take 7 to 8 weeks to process, while paper returns may take up to 11 weeks. Delays may occur if verification is required.

Can I amend my 2017 Idaho return?

You can amend your 2017 return by completing the original form and checking the “Amended Return” box. Submit the corrected information along with any supporting documents. Be sure to explain the reason for the change clearly. This allows you to update income, apply credits, or fix any previous mistakes.

What if I owe money to other Idaho agencies?

If you owe past-due amounts to Idaho state agencies, the Tax Commission may use your refund to pay those debts. Agencies like the Department of Labor or Health and Welfare can legally claim part or all of your refund. You will receive a notice explaining the amount withheld and which agency received the funds.

Do I still qualify for a property tax reduction if I file late?

You may still qualify for a retroactive property tax reduction if you meet the original eligibility criteria from 2017. The program benefits seniors, disabled individuals, and other qualifying residents. Contact the Idaho State Tax Commission to review your case and determine if you can submit a late application under exception rules.