Kansas K 40 Template Prepare Form Here

Kansas K 40 Template

The Kansas K-40 form is the official document used for filing individual income tax returns in the state of Kansas. This form collects essential information regarding the taxpayer's income, deductions, and credits, allowing for the accurate calculation of state tax obligations. For those needing to complete their Kansas tax return, filling out the K-40 form is a necessary step; click the button below to get started.

The Kansas K-40 form serves as the primary document for individual income tax filing in the state, encapsulating essential information that taxpayers must provide to ensure compliance with state tax laws. This form requires personal details such as names, addresses, and Social Security numbers, ensuring that each return is accurately attributed to the correct individual. Taxpayers must also indicate their filing status—whether single, married filing jointly, or head of household—along with their residency status, which can significantly impact tax calculations. The K-40 includes sections for exemptions and dependents, allowing filers to claim eligible individuals, which can influence their overall tax liability. Additionally, the form addresses potential credits, such as the Food Sales Tax Credit, aimed at providing financial relief to qualifying residents. Taxpayers must report their federal adjusted gross income and determine their Kansas adjusted gross income, leading to the calculation of taxable income. The form ultimately guides individuals through the process of determining their total tax liability, applicable credits, and any potential refunds or amounts owed. Proper completion of the K-40 is crucial, as errors can lead to delays in processing or even penalties, underscoring the importance of accuracy in tax filings.

Kansas K 40 - Usage Instruction

Filling out the Kansas K-40 form is an essential step in managing your state income tax responsibilities. It requires careful attention to detail, as the information you provide will determine your tax obligations or potential refunds. Below are the steps to guide you through the process of completing this form.

  1. Begin by entering your first name, initial, and last name in the designated fields at the top of the form.
  2. Next, provide your mailing address, including the street number, city, state, and zip code.
  3. If there have been any changes to your name or address since last year, mark the appropriate box.
  4. Indicate if the taxpayer or spouse has passed away during the tax year by marking the corresponding box.
  5. Enter the first four letters of your last name and your Social Security Number.
  6. If applicable, enter your spouse’s first four letters of their last name and their Social Security Number.
  7. Provide your daytime telephone number.
  8. If this is an amended return, mark the appropriate box for the type of amendment.
  9. Select your filing status by marking one of the options provided.
  10. Indicate your residency status by marking the appropriate box.
  11. Calculate and enter the total number of exemptions and dependents you are claiming.
  12. Complete the Food Sales Tax Credit section if you qualify, following the yes/no questions and calculations.
  13. Fill in your federal adjusted gross income as reported on your federal tax return.
  14. Provide any modifications to your income as needed.
  15. Calculate your Kansas adjusted gross income by adding or subtracting modifications from your federal income.
  16. Enter either your standard deduction or your itemized deductions.
  17. Calculate your exemption allowance based on the number of exemptions claimed.
  18. Determine your taxable income by subtracting total deductions from your Kansas adjusted gross income.
  19. Use the tax tables or computation schedule to find your tax amount.
  20. Complete the sections for credits and any additional payments or refunds.
  21. Finally, sign and date the form, ensuring all necessary documents are enclosed.

Once you have completed these steps, review your form for accuracy. It’s crucial to ensure all entries are correct before mailing it to the Kansas Department of Revenue. Keep a copy for your records, as it may be needed for future reference or verification.

Dos and Don'ts

Things to Do When Filling Out the Kansas K-40 Form:

  • Double-check your personal information for accuracy, including names and Social Security numbers.
  • Use ALL CAPITAL letters when entering your last name and your spouse’s last name.
  • Ensure you enter amounts in whole dollars only, avoiding cents.
  • Complete all required sections, including exemptions and dependents.

Things Not to Do When Filling Out the Kansas K-40 Form:

  • Do not staple the form or any documents to it.
  • Do not leave any required fields blank; fill in all necessary information.
  • Do not forget to sign and date the form before submitting it.
  • Do not include your own or your spouse’s information when listing dependents.

Form Properties

Fact Name Details
Form Purpose The Kansas K-40 form is used for filing individual income tax returns for residents of Kansas.
Filing Status Options Taxpayers can choose from several filing statuses: Single, Married Filing Joint, Married Filing Separate, or Head of Household.
Residency Status Taxpayers must indicate their residency status as either Resident, Part-Year Resident, or Nonresident.
Exemptions The form allows taxpayers to claim exemptions for themselves, their spouse, and dependents, with specific calculations provided.
Food Sales Tax Credit Eligibility for this credit is based on residency and specific conditions related to dependents and age.
Filing Deadlines The K-40 form must be filed by April 15th of the year following the tax year, unless an extension is granted.
Governing Law The K-40 form is governed by the Kansas Statutes Annotated, specifically K.S.A. 79-3201 et seq.
Submission Instructions Completed forms should be mailed to the Kansas Department of Revenue at the specified address, ensuring not to staple documents.

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Preview - Kansas K 40 Form

K-40 2022114522

(Rev. 7-22)

KANSAS INDIVIDUAL INCOME TAX

DO NOT STAPLE

 

Your First Name

Initial

Last Name

 

 

 

 

 

 

 

 

Spouse’s First Name

Initial

Last Name

 

 

 

 

 

 

 

 

Mailing Address (Number and Street, including Rural Route)

 

 

 

School District No.

 

 

 

 

 

 

City, Town, or Post Office

 

 

State

Zip Code

County Abbreviation

 

 

 

 

 

 

If your name or address has changed since last year, mark an “X” in this box.

If taxpayer (or spouse if filing joint) died during this tax year, mark an “X” in this box.

Enter the first four letters of your last name. Use ALL CAPITAL letters.

Your Social

Security Number

Enter the first four letters of your spouse’s last name. Use ALL CAPITAL letters.

Spouse’s Social

Security Number

Daytime

Telephone

Number

Amended

If this is an AMENDED 2022 Kansas return mark one of the following boxes:

Return

Amended affects Kansas only

Amended Federal tax return

(MARK ONE)

 

 

Adjustment by the IRS

Filing Status

(MARK ONE)

Single

Married filing joint

(Even if only one had income)

Married filing separate

Head of household (Do not mark if filing a joint return)

Residency

 

 

 

 

 

Part-year resident from _______________________ to ____________________

 

Nonresident

Status

 

 

Resident

 

 

 

 

 

(Complete Sch. S, Part B)

 

(Complete Sch. S, Part B)

(MARK ONE)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Exemptions

 

 

 

Enter the total exemptions for you, your spouse (if applicable), and each person you claim as a

 

 

 

and

 

 

 

dependent.

 

 

 

 

 

 

 

 

 

 

 

Dependents

 

 

 

If filing status above is Head of household, add one exemption.

 

 

Total Kansas exemptions.

Enter the requested information for all persons claimed as dependents. Do NOT include you or your spouse. Enclose separate schedule if necessary.

 

Name (please print)

 

Date of Birth (MMDDYY)

Relationship

 

Social Security Number

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Food Sales Tax Credit

You must have been a Kansas resident for ALL of 2022. Complete this section to determine your qualifications and credit.

A.

Had a dependent child who lived with you all year and was under the age of 18 all of 2022?

YES

NO

B. Were you (or spouse) 55 years of age or older all of 2022 (born before January 1, 1967)?

YES

NO

C. Were you (or spouse) totally and permanently disabled or blind all of 2022, regardless of age?

 

 

 

 

YES

NO

If you answered “No” to A, B and C, STOP HERE; you do not qualify for this credit.

 

 

D. If you answered “Yes” to A, B, or C, enter your federal adjusted gross income from line 1 of this return.

 

00

If line “D” is more than $30,615, STOP HERE; you do not qualify for this credit.

 

 

E. Number of exemptions claimed

 

F.

Number of dependents that are 18 years of age or older (born before January 1, 2005)

 

G.

Total qualifying exemptions (subtract line F from line E)

 

H.

Food Sales Tax Credit (multiply line G by $125). Enter the result here and on line 18 of this form

 

00

Mail to: Kansas Income Tax, Kansas Dept. of Revenue PO Box 750260, Topeka, KS 66699-0260

 

 

 

 

 

 

 

ENTER AMOUNTS IN WHOLE DOLLARS ONLY

 

 

 

 

 

 

114222

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Income

1.

Federal adjusted gross income (as reported on your federal income tax return)

 

1

 

 

 

 

 

00

 

Shade the box for

2.

.......................................Modifications (from Schedule S, line A25; enclose Schedule S)

 

2

 

 

 

 

 

00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

negative amounts.

3.

Kansas adjusted gross income (line 2 added to or subtracted from line 1)

 

 

 

 

 

 

 

 

 

 

Example:

 

 

 

3

 

 

 

 

 

00

 

Deductions

4.

Standard deduction OR itemized deductions (if itemizing, complete Kansas Schedule A)

...

 

4

 

 

00

 

 

 

 

 

 

5.

Exemption allowance ($2,250 x number of exemptions claimed)

 

 

 

5

 

 

00

 

 

 

 

 

 

6.

Total deductions (add lines 4 and 5)

 

 

 

6

 

 

00

 

 

 

 

 

 

7.

.......................................Taxable income (subtract line 6 from line 3; if less than zero, enter 0)

 

 

 

 

7

 

 

00

 

Tax

8.

Tax (from Tax Tables or Tax Computation Schedule)

 

 

 

8

 

 

00

 

Computation

9.

Nonresident percentage (from Schedule S, line B23; or if 100%, enter 100.0000)

 

 

 

9

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

10.

Nonresident tax (multiply line 8 by line 9)

 

 

 

10

 

 

00

 

 

 

 

 

 

11.

Kansas tax on lump sum distributions (residents only - see instructions)

 

 

 

11

 

 

00

 

 

 

 

 

 

12.

TOTAL INCOME TAX (residents: add lines 8 & 11; nonresidents: enter amount from line 10)..

 

12

 

 

00

 

Credits

13.

Credit for taxes paid to other states (see instructions; enclose return(s) from other states)

 

 

 

 

13

 

 

00

 

 

 

 

 

 

14.

Credit for child and dependent care expenses (residents only - see instructions)

 

 

 

14

 

 

00

 

 

 

 

 

 

15.

Other credits (enclose all appropriate credit schedules)

 

 

 

15

 

 

00

 

 

 

 

 

 

16.

Subtotal (subtract lines 13, 14 and 15 from line 12)

 

 

 

16

 

 

00

 

 

 

 

 

 

17.

Earned income tax credit (from worksheet on page 8 of instructions)

 

 

 

17

 

 

00

 

 

 

 

 

 

18.

Food sales tax credit (from line H, front of this form)

 

 

 

18

 

 

00

 

 

 

 

 

 

19.

Total tax balance (subtract lines 17 and 18 from line 16; cannot be less than zero)

 

 

 

 

19

 

 

00

 

Withholding

20.

Kansas income tax withheld from W-2s and/or 1099s

 

 

 

20

 

 

00

 

and

21.

Estimated tax paid

 

 

 

 

 

 

21

 

 

00

 

Payments

22.

Amount paid with Kansas extension

 

 

 

22

 

 

00

 

If this is an AMENDED

23.

Refundable portion of earned income tax credit (from worksheet, page 8 of instructions)....

 

 

 

23

 

 

00

 

return, complete lines

24.

Refundable portion of tax credits

 

 

 

24

 

 

00

 

25, 26 and 27

 

 

 

 

 

 

 

 

 

 

 

25.

Payments remitted with original return

 

 

 

25

 

 

00

 

 

 

 

 

 

26.

Credit for tax paid on the K-120S (enclose K-9)

 

 

 

26

 

 

00

 

 

 

 

 

 

27.

Overpayment from original return (this figure is a subtraction; see instructions)

 

 

 

 

 

27

 

 

00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

28.

...........................Total refundable credits (add lines 20 through 26; then subtract line 27)

 

28

 

 

 

 

 

00

 

 

 

 

 

 

 

 

 

 

 

Balance

29.

Underpayment (if line 19 is greater than line 28, enter the difference here)

 

 

 

 

29

 

 

00

 

Due

30.

Interest (see instructions)

 

 

 

 

 

 

30

 

 

00

 

 

 

 

 

 

31.

Penalty (see instructions)

 

 

 

 

 

 

31

 

 

00

 

 

 

 

 

 

32.

Estimated Tax Penalty

Mark box if engaged in commercial farming or fishing in 2022 ..

 

32

 

 

00

 

 

 

 

 

 

33.

AMOUNT YOU OWE (add lines 29 through 32 and any entries on lines 36 through 42)

 

 

 

33

 

 

00

 

Overpayment 34.

Overpayment (if line 19 is less than line 28, enter the difference here)

 

 

 

 

34

 

 

00

 

 

 

 

35

 

 

00

 

You may donate to any

35.

CREDIT FORWARD (enter amount you wish to be applied to your 2023 estimated tax)

 

 

 

 

 

 

of the programs on lines

36.

CHICKADEE CHECKOFF (Kansas Nongame Wildlife Improvement Program)

 

 

 

36

 

 

00

 

36 through 42.

 

 

 

 

 

 

 

 

 

37

 

 

00

 

The amount you enter

37.

SENIOR CITIZENS MEALS ON WHEELS CONTRIBUTION PROGRAM

 

 

 

 

 

 

will reduce your refund

 

 

 

 

 

 

 

 

 

38

 

 

00

 

or increase the amount

38.

BREAST CANCER RESEARCH FUND

 

 

 

 

 

 

you owe.

 

 

 

 

 

 

 

 

 

39

 

 

00

 

 

 

 

 

 

39.

MILITARY EMERGENCY RELIEF FUND

 

 

 

 

 

 

 

 

 

 

 

40.

KANSAS HOMETOWN HEROES FUND

 

 

 

40

 

 

00

 

 

 

 

 

 

41.

KANSAS CREATIVE ARTS INDUSTRY FUND

 

 

 

41

 

 

00

 

 

 

 

 

 

42.

LOCAL SCHOOL DISTRICT CONTRIBUTION FUND School District Number

 

 

 

 

 

42

 

 

00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

43.

REFUND (subtract lines 35 through 42 from line 34)

 

 

 

43

 

 

00

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Signature(s)

 

I authorize the Director of Taxation or the Director’s designee to discuss my return and enclosures with my preparer.

 

 

 

 

 

 

I declare under the penalties of perjury that to the best of my knowledge this is a true, correct, and complete return.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Signature of taxpayer

Date

 

Signature of preparer other than taxpayer

 

Phone number of preparer

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Signature of spouse if Married Filing Joint

 

 

 

Tax Preparer’s PTIN, EIN or SSN

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

ENCLOSE any necessary documents with this form. DO NOT STAPLE.

Misconceptions

There are several misconceptions surrounding the Kansas K-40 form that can lead to confusion for taxpayers. Understanding these misconceptions can help ensure accurate filing and compliance with state tax laws.

  • Misconception 1: The K-40 form is only for residents of Kansas.
  • This is incorrect. While the K-40 form is primarily used by Kansas residents, part-year residents and nonresidents who earn income in Kansas also need to file using this form. They must complete the relevant sections to report their income accurately.

  • Misconception 2: All taxpayers must itemize deductions on the K-40 form.
  • This is not true. Taxpayers have the option to choose between the standard deduction and itemizing their deductions. The form allows individuals to select the method that benefits them the most financially.

  • Misconception 3: The K-40 form does not allow for any credits.
  • This misconception overlooks the fact that the K-40 form includes various credits, such as the Food Sales Tax Credit and credits for taxes paid to other states. Taxpayers should review the form to determine their eligibility for these credits.

  • Misconception 4: Filing an amended K-40 form is unnecessary if there are minor errors.
  • Even minor errors can lead to issues with tax liability or potential penalties. If a taxpayer discovers an error after filing, it is advisable to file an amended K-40 form to correct the mistake and ensure compliance with tax regulations.

  • Misconception 5: The K-40 form can be filed without any supporting documentation.
  • This is misleading. While the K-40 form itself does not require attachments for every line item, taxpayers must enclose necessary documents, such as W-2s and any schedules that support deductions or credits claimed. Failing to include these documents can result in delays or complications.

Documents used along the form

The Kansas K-40 form is a crucial document for individuals filing their state income taxes. Along with the K-40, several other forms and documents may be required to ensure a complete and accurate tax return. Below is a list of commonly used forms that complement the K-40.

  • Kansas Schedule S: This form is used to report modifications to income, such as adjustments for nonresident income or specific deductions. It helps clarify any changes in your federal adjusted gross income.
  • Kansas K-40AG: The K-40AG form is for reporting agricultural income. Farmers and ranchers use this to ensure their income is accurately represented when filing their taxes.
  • Kansas K-120: This form is specifically for corporations and partnerships. If you have business income, you might need this form to report it separately from your personal income.
  • Kansas Schedule CR: The Schedule CR is for claiming various credits, such as those for child care expenses or taxes paid to other states. It helps taxpayers reduce their overall tax liability.
  • Texas Vehicle Purchase Agreement: This document is essential for outlining the terms of a vehicle sale in Texas. For more information, visit Texas Documents.
  • Kansas K-40V: This is the payment voucher for individuals who owe taxes. It allows you to submit your payment along with your K-40 form, ensuring your taxes are paid on time.
  • Kansas K-40H: This form is used to apply for a homestead refund. If you qualify, this can help lower your tax burden based on your property taxes.
  • Kansas W-2 Forms: Employers provide W-2 forms to report wages and taxes withheld. These forms are essential for accurately completing the K-40 and ensuring you receive any refunds due.

Having these forms ready can streamline the filing process and help avoid delays. Each document plays a specific role in ensuring that your tax return is complete and accurate, ultimately making tax season a little less daunting.