How to File Your Louisiana Tax Return for 2017: Step-by-Step Guide for Individuals and Small Businesses

Filing your Louisiana tax return for 2017 may seem overwhelming, especially if it's your first time handling state taxes or catching up after several years. Whether you're an individual, a freelancer, or a small business owner, understanding the state filing requirements and the process can help you avoid common mistakes and stay compliant with the Louisiana Department of Revenue.

This guide walks you through preparing and submitting your 2017 Louisiana tax return. From determining who needs to file to selecting the correct forms, gathering documents, and choosing the proper filing method, we cover everything you need to complete your return accurately and confidently. We also explain how to track your refund, make a payment if you owe, and what to do if you missed the original deadline.

With free tools, online filing programs, and expert help available, preparing your return doesn’t have to be a hassle. This article will help you file correctly, find helpful resources, and take the stress out of managing your taxes. Whether you're using software or filing independently, this step-by-step guide is designed to simplify the process for taxpayers across Louisiana.

Understanding 2017 Louisiana State Income Tax Requirements

Filing your 2017 Louisiana tax return begins with understanding who must file it, what deadlines were applied during that tax year, and how any legislative changes may have affected your return. Although the original due dates have passed, Louisiana still allows taxpayers to file prior-year tax returns, which may be necessary to claim a refund, reduce penalties, or meet IRS compliance.

Who Must File a Louisiana Tax Return for 2017

You were required to file a Louisiana tax return for 2017 if any of the following applied:

• You were a Louisiana resident who needed to file a federal tax return 2017.
  
  
• You had Louisiana state income tax withheld from your wages and requested a refund.
  
  
• You earned income in Louisiana and claim refundable state credits such as the Earned Income Credit or Child Care Credit.
  
  
• You were a part-year or nonresident who earned income in the state and met the filing threshold.

In most cases, if the IRS required you to file federal taxes, the state also required you to file a Louisiana return, even if you worked out of state or had income from multiple sources.

2017 Tax Filing Deadlines and Extensions

The original filing deadline for calendar year taxpayers was May 15, 2018. For fiscal year filers, the due date was the 15th day of the fifth month following the close of your fiscal year. If you filed for an extension, you had until November 15, 2018, to submit your return. However, it is essential to understand that filing an extension only gives you more time to file—not more time to pay. Any balance owed was still due by the original due date to avoid penalties and interest.

While the deadlines have passed, you can still file your 2017 return. If you are owed a refund, you may still be eligible to claim it, but only if it falls within the IRS’s and Louisiana’s time limits for retroactive claims—generally within three years from the original due date.

Key Tax Changes for the 2017 Filing Year

Several changes affected 2017 Louisiana state tax returns, which taxpayers must acknowledge when preparing to file:

• Elimination of the Education Credit: This credit expired and was unavailable for the 2017 tax year.
  
  
• End of the Angel Investor Credit: The five-year claim period expired in 2017, meaning no new claims were permitted.
  
  
• Changes to the Alternative Fuel Credit: Eligibility requirements and calculation methods were revised, including new percentages based on purchase date.
  
  
• Adjustment to Credit Percentages: Many previously calculated credits using percentages were rounded to whole numbers for simplicity and standardization.

Understanding these changes is essential to ensure the accuracy of your return and avoid relying on outdated tax benefits. If you worked with a tax preparer or used software for prior years, double-check that the programs reflect the 2017 rules and not more recent updates.

Choosing the Right Tax Forms

Selecting the correct Louisiana state tax forms is essential to complete your 2017 return accurately. The form you need depends on your residency status and the type of income you received during the year. Using the wrong form can result in delays, rejected returns, or incorrect refund or balance amounts.

Main Forms for Individual Taxpayers

• Form IT-540 – This is the standard tax return for full-year Louisiana residents. You should use this form if you lived in the state for the 2017 calendar year.
  
  
• Form IT-540B – This form is for part-year residents and nonresidents who earned income in Louisiana during 2017. Use it if you moved into or out of Louisiana during the year or live in another state but earned Louisiana-source income.
  
  
• Form IT-540B-NRA – Required for nonresident professional athletes who earned money by performing in Louisiana. This form must be filed electronically.

Supporting Schedules You May Need

In addition to your primary return, several schedules may be required depending on your income, deductions, and tax credits:

• Schedule C – Used to claim Priority 1 nonrefundable credits.
  
  
• Schedule D – Allows you to donate part or all of your refund to eligible programs.
  
  
• Schedule E – Reports income adjustments such as exempt military pay or retirement benefits.
  
  
• Schedule F – Applies to refundable Priority 2 credits.
  
  
• Schedule I – Used for refundable Priority 4 credits.
  
  
• Schedule J – Used to claim Priority 3 nonrefundable credits.

Access all official 2017 forms and schedules directly from the Louisiana Department of Revenue. Be sure you download the correct year, as forms change annually, and using outdated ones can result in errors.

Preparing Before You File

Before filling out your Louisiana tax return for 2017, you need to gather documentation supporting the income, deductions, and payments reported. Whether you file independently or use a tax preparer, having complete and organized records ensures accuracy and reduces the risk of mistakes.

Documents to Gather

Make sure to collect the following items:

• Your federal tax return (Form 1040, 1040A, or 1040EZ) for 2017.
  
  
• All W-2 forms from employers.
  
  
• 1099 forms for freelance work, dividends, or interest income.
  
  
• Receipts for itemized deductions such as charitable contributions or medical expenses.
  
  
• Your previous year’s Louisiana tax return, if available.
  
  
• Bank account information is used to deposit any refund directly.

If you're self-employed or own a small business, you’ll also need documents related to income and expenses, including invoices, mileage logs, and financial statements. This helps ensure your return is complete and defensible during an audit.

Decide How You’ll Prepare the Return

You have several options for preparing your 2017 return:

• File it using pen and paper or tax software, allowing prior-year filings.
  
  
• Use a tax preparer familiar with Louisiana state requirements and the 2017 rules.
  
  
• Use an authorized filing program or online service to access archived returns.

The option you choose may depend on your comfort with tax rules, the cost of professional help, and whether you’ve filed returns from previous years. Working with a preparer or tax expert may be more reassuring for first-time filers.

Step-by-Step Guide to Completing Form IT-540

Once you've gathered your documents and selected Form IT-540 (for full-year residents), you can begin filling it out. This section outlines the process line by line to help you complete your Louisiana tax return with confidence.

1. Enter Personal and Filing Information

• Provide your legal name(s), Social Security Number(s), and mailing address.
  
  
• Select the correct filing status: Single, Married Filing Jointly, Head of Household, etc.
  
  
• Be sure this information exactly matches your federal return.

2. Report Your Income

• Transfer your Federal Adjusted Gross Income (AGI) to Line 7 of Form IT-540.
  
  
• AGI can be found on:
  
  
  
  • Line 4 of Form 1040EZ
    
    
  • Line 21 of Form 1040A
    
    
  • Line 37 of Form 1040
    
    
• If you have exempt income, such as retirement benefits or military pay, complete Schedule E and enter the adjustment on Line 7 as instructed.

3. Apply Deductions

• If you itemized deductions federally, complete Lines 8A–8C:
  
  
  
  • Line 8A: Total federal itemized deductions
    
    
  • Line 8B: Standard deduction amount based on your filing status
    
    
  • Line 8C: The difference between Lines 8A and 8B (enter zero if negative)
    
    
• Use the instructions to determine whether itemizing or taking the standard deduction is best for your situation.

4. Calculate Tax and Apply Credits

• Use the worksheet in the instructions to calculate your federal income tax deduction (Line 9).
  
  
• Subtract deductions from your AGI to find taxable income.
  
  
• Use the Louisiana tax table to find your tax liability based on income and exemptions (Line 11).
  
  
• Apply nonrefundable and refundable credits using the appropriate schedules (C, F, I, J).

5. Finalize the Return

• Determine if you are due a refund or owe taxes to the state.
  
  
• Enter any withholding from W-2s or 1099s.
  
  
• Sign and date the return. If filing jointly, both spouses must sign.

Double-check for accuracy. A simple mistake in calculation or a missing signature can cause delays or require you to amend your return later. Make sure all forms and attachments are included before filing.

How to File Your Louisiana Tax Return

Once your tax return is complete, submit it to the Louisiana Department of Revenue. Filing correctly ensures your return is processed on time and any refund is issued without unnecessary delays.

File Online Using Louisiana File Online

Louisiana File Online is a free, state-sponsored platform allowing taxpayers to file prior-year returns over the internet securely.

• Filing online typically results in faster processing—refunds may arrive within four weeks.
  
  
• The system includes built-in checks to help you avoid common errors when completing your return.
  
  
• You can receive your refund via direct deposit faster and more securely than a check.
  
  
• There is no need to print or mail anything when you file electronically.
  
  
• The platform provides a confirmation message once your return is successfully submitted.

Note: Nonresident professional athletes must file using this method; paper filing is prohibited for these filers.

Mail Your Return

If you prefer or need to file by paper, print your completed return and mail it to the Louisiana Department of Revenue.

• Use the correct address based on whether you owe money or expect a refund:
  
  
  
  • If you owe taxes, send your return to P.O. Box 3550, Baton Rouge, LA 70821-3550.
    
    
  • If you expect a refund or owe nothing, use P.O. Box 3440, Baton Rouge, LA 70821-3440.
    
    
• Remember to sign your return and attach all required forms, W-2s, and schedules.
  
  
• If mailing a payment, include a check or money order made payable to "Louisiana Department of Revenue," write the last four digits of your Social Security Number on it.

Paying Your State Taxes

If your 2017 Louisiana tax return shows a balance due, you must pay it promptly to avoid late payment penalties and interest charges.

Online Payment Options

Louisiana’s Taxpayer Access Point (LaTAP) portal offers a secure, easy way to pay taxes online using various methods.

• You can pay directly from your account using ACH at no cost through your financial institution.
  
  
• If preferred, you may use a debit or credit card through approved vendors, though convenience fees may apply.
  
  
• One-time payments are available through LaTAP, so you don’t need to create an account if you only file for a prior year.

Online payments are processed quickly, and you will receive a confirmation receipt for your records.

Paying by Check or Money Order

Traditional payment options are available if you prefer to mail your payment with or without your return.

• Write a check or money order payable to "Louisiana Department of Revenue" and include your name, tax year, and the last four digits of your Social Security Number.
  
  
• Never mail cash; retain proof of mailing if follow-up is needed later.

Tracking Your Refund or Balance Due

After filing, you can check the status of your 2017 refund or view your outstanding balance to stay up-to-date on your account.

Track Your Refund

Louisiana’s “Where’s My Refund?” tool allows you to check your refund status online using your Social Security Number, filing status, and tax year.

• Refunds for electronic returns are typically issued within four weeks, while paper returns can take up to eight weeks.
  
  
• First-time filers should expect a paper check, as direct deposit is unavailable for initial returns.
  
  
• Your refund will move through three phases: return received, processing approved, and refund issued.

View Your Balance Due

LaTAP also allows you to manage your tax account if you owe money or need to review previous payments.

• After logging in, you can view your current balance, payment history, interest, and late penalties.
  
  
• You may also use the portal to set up a payment plan or respond to notices from the state.

Final Filing Checklist

Review this checklist before submitting your 2017 Louisiana tax return to ensure you’ve completed every step accurately. A thorough final review helps prevent delays, processing errors, and missed refunds.

• Ensure all required fields on the return are complete and accurate, including income, deductions, and credits.
  
  
• Attach copies of all W-2s, 1099s, and other income statements to support the amounts reported.
  
  
• Include all required schedules and supporting forms, such as Schedules E, C, or F, if applicable.
  
  
• Confirm that your bank account information is entered correctly for direct deposit of any refund.
  
  
• Sign the return—both spouses must sign if you are filing jointly.
  
  
• Select your payment method if you owe money, or confirm your refund option if one is due.
  
  
• Use the correct mailing address based on whether you owe or expect a refund if filing by mail.
  
  
• Retain a complete copy of your return and all attachments for your records for at least four years.
  
  
• Verify that your contact information is accurate if the Louisiana Department of Revenue needs to reach you.

Double-checking your return before filing can reduce the risk of delays and help you receive your refund or process your payment without unnecessary hassle.

Frequently Asked Questions

Do I still need to file a Louisiana tax return for 2017 if I haven’t yet?

You should still file your Louisiana tax return for 2017, especially if you owe taxes or are due a refund. Filing helps acknowledge your income, avoid penalties, and comply with the state and IRS. Even if it’s been several years, you can access the correct forms, prepare the return yourself, or seek expert help to complete the filing process correctly and on time.

Can I still receive my 2017 Louisiana refund?

You may still receive a refund from your 2017 Louisiana return if you file within three years of the original due date. Taxpayers who had taxes withheld by an employer or who qualify for refundable credits must file to claim their money. Ensure your return is accurate and complete, and include all required documents. Refunds are not issued after the deadline passes, so file promptly to avoid missing out.

What tools can help me prepare and file my taxes?

You can use Louisiana File Online or supported tax software to prepare and file your taxes. These programs offer helpful tools like error-checking and refund estimates to improve accuracy. First-time filers and those completing a return for a past year can find these systems especially easy to use. They reduce hassle and cost nothing for most taxpayers, allowing you to file directly from your device.

What payment options are available if I owe money?

If you owe taxes on your 2017 return, you can pay directly through the LaTAP portal using your financial institution. You may also mail a check with your completed return. Online payments are processed quickly and come with immediate confirmation, making the process more reassuring. Paying what you owe helps avoid additional penalties and interest, and the state provides simple steps to guide you through payment.

Can I file for free, or do I need a tax preparer?

Most Louisiana taxpayers can file for free using Louisiana File Online. If your return is simple and you feel confident, you may not need a tax preparer. However, working with tax experts can be helpful if you’re filing for multiple years, have complex deductions, or want extra guidance. Choosing between doing it yourself and using expert help depends on your situation, comfort level, and budget.

How do I avoid common mistakes when filing?

To avoid mistakes, use the correct tax forms for the 2017 year, double-check your income and deductions, and be sure to sign the return. Common errors include misreporting income, missing receipts, or entering the wrong Social Security Number. Use software or professional guidance to improve accuracy. A little extra review helps you file confidently and reduces the risk of delays, rejected returns, or payment errors.

What if I have simple questions or need help?

If you have questions while preparing your 2017 tax return, contact the Louisiana Department of Revenue or use their online resources. Many taxpayers also find expert help from a tax preparer or trusted company reassuring. Whether you're confused by forms, unsure about deductions, or need to estimate what you owe, help is available. Don’t hesitate to ask for guidance—the right tools make filing easy.