➼

Fill Out Your Arizona 140Py Form

The Arizona 140PY form is a tax document designed for part-year residents filing their personal income tax returns in Arizona. This form allows individuals who have lived in the state for only part of the year to report their income accurately and calculate their tax obligations accordingly. Completing the 140PY form ensures compliance with Arizona tax laws and helps facilitate the assessment of any potential refunds or amounts due.

To get started on your Arizona 140PY form, click the button below.

Open Form Now

Table of Contents

The Arizona 140PY form is an essential document for individuals who have lived in the state for part of the tax year and are required to file a personal income tax return. Designed specifically for part-year residents, this form allows taxpayers to report their income earned while residing in Arizona, along with any applicable deductions and credits. The form requires basic personal information, including names, Social Security numbers, and residency status. Taxpayers must detail their federal adjusted gross income and calculate their Arizona taxable income by accounting for various additions and subtractions specific to state regulations. Additionally, the 140PY form includes sections for claiming exemptions, which can reduce taxable income, and for reporting any tax credits that may apply. Understanding the nuances of this form is crucial, as it not only determines tax liability but also ensures compliance with state tax laws. Filing accurately can lead to potential refunds or reduced tax due, making it a significant component of the annual tax process for part-year residents in Arizona.

Guide to Writing Arizona 140Py

Filling out the Arizona 140PY form can seem daunting, but breaking it down into manageable steps makes the process much easier. Once you have completed the form, you'll be ready to submit it to the Arizona Department of Revenue, either for a refund or to settle any tax dues. Here’s how to navigate the form step-by-step.

Begin by checking the box for filing under extension if applicable.
Enter your first name, middle initial, and last name.
Provide your Social Security Number (SSN).
If applicable, fill in your spouse’s first name, middle initial, last name, and SSN.
Complete your current home address, including street number, apartment number (if any), city, state, and zip code.
Enter your daytime phone number and home phone number.
Select your filing status: married filing jointly, head of household, married filing separately, or single.
Claim exemptions by entering the number of exemptions you are entitled to, including age, blindness, and dependents.
Indicate your residency status by checking the appropriate box for part-year resident, either active military or other than active military.
Report your federal adjusted gross income from your federal return on line 14.
Enter your Arizona income on line 15, as calculated on page 2.
Fill in any additions to income on line 16.
Complete line 17 for any subtractions from income.
Calculate your Arizona adjusted gross income by adding lines 15 and 16, then subtracting line 17.
Choose between itemized or standard deductions on line 19 and enter the amount.
Enter personal exemptions on line 20 as per instructions.
Calculate your Arizona taxable income by subtracting lines 19 and 20 from line 18.
Use the tax table to compute your tax on line 22.
Add any recapture of credits from Arizona Form 301 on line 23.
Calculate the subtotal of tax on line 24 by adding lines 22 and 23.
Report any family income tax credit on line 25.
Claim any additional credits on line 26.
List any specific credit types claimed on line 27.
Complete lines 28 through 39 for tax due, overpayment, and voluntary gifts.
Sign and date the form, ensuring all information is accurate.
Mail the completed form to the appropriate address based on whether you are sending a payment or expecting a refund.

Browse Popular Forms

Arizona 676 - It requires the lien holder's signature and title documentation for processing.

How Much Does It Cost to File for Custody - This form can compel someone to testify or provide specific documents relevant to a court case.

Az State Income Tax Form - The Arizona DWM156 form is an application for a Public Weighmaster license.

Download Arizona 140Py File

Common Questions

What is the Arizona 140PY form?

The Arizona 140PY form is a personal income tax return specifically designed for part-year residents of Arizona. It allows individuals who lived in the state for only part of the tax year to report their income and calculate their tax liability accordingly. This form is essential for ensuring that taxpayers accurately reflect their residency status and income earned during their time in Arizona.

Who should file the Arizona 140PY form?

How do I determine my Arizona income for the 140PY form?

What exemptions can I claim on the Arizona 140PY form?

What should I do if I owe tax or am expecting a refund?

Dos and Don'ts

When filling out the Arizona 140PY form, it's essential to be thorough and accurate. Here are some important do's and don'ts to keep in mind:

Do double-check all personal information, including names and Social Security numbers, for accuracy.
Do ensure you have the correct residency dates clearly marked on the form.
Do follow the instructions carefully, especially regarding exemptions and deductions.
Do sign and date the form before submission to avoid delays.

Don't use tape or any other adhesive on the form; it can cause processing issues.
Don't leave any required fields blank; fill them out completely to prevent processing delays.
Don't forget to keep a copy of your completed form for your records.
Don't submit the form without checking for any errors or omissions.

Similar forms

The Arizona Form 140 is a personal income tax return for full-year residents. Like the 140Py, it is used to report income, claim deductions, and determine tax liability. The primary difference is that the 140 is for individuals who have lived in Arizona for the entire tax year, whereas the 140Py is specifically for part-year residents. Both forms require similar information, such as personal details, income sources, and exemptions, but the residency status section differs based on the duration of residency in Arizona.

The Arizona Form 140A is a simplified version of the 140 form, designed for taxpayers with a straightforward tax situation. Similar to the 140Py, it allows for the reporting of income and claiming of deductions. However, the 140A is limited to individuals who do not itemize deductions and have a lower income threshold. Both forms share common sections, such as personal information and tax calculation, but the 140A has fewer lines and requires less detailed reporting.

The Arizona Form 140NR is used by non-residents who earn income in Arizona. This form is similar to the 140Py in that both are designed for individuals who do not meet the full-year residency requirement. Both forms require taxpayers to report income earned within the state and allow for certain deductions. However, the 140NR focuses solely on income sourced from Arizona, while the 140Py encompasses income from both Arizona and other states during the part-year residency.

The Arizona Form 204 is an extension form that allows taxpayers to request additional time to file their tax returns. It is similar to the 140Py in that it requires personal information and tax year details. Both forms serve to inform the Arizona Department of Revenue about the taxpayer's status and intentions. However, the 204 does not calculate tax liability; it simply extends the deadline for filing the actual return.

The Arizona Form 301 is used for claiming various tax credits. It shares similarities with the 140Py in that both forms require taxpayers to provide information on income and tax liability. The 301 is specifically focused on credits that can reduce the overall tax owed, while the 140Py calculates the tax based on income and deductions. Taxpayers may use both forms together to ensure they maximize their tax benefits.

The Arizona Form 321 is a credit form for contributions to private school tuition organizations. This form is similar to the 140Py in that both require personal information and tax calculations. Taxpayers can use the 321 to claim a credit that directly reduces their tax liability, while the 140Py determines the overall tax owed based on income and deductions. Both forms are integral to the tax filing process in Arizona, particularly for those seeking to take advantage of available credits.

Key takeaways

When filling out and using the Arizona 140PY form, it is essential to keep several key points in mind to ensure accuracy and compliance. Here are four important takeaways:

Residency Status Matters: Clearly indicate your residency status. You must check the appropriate box for either "Part-Year Resident Other than Active Military" or "Part-Year Resident Active Military." This designation affects your tax obligations.
Accurate Income Reporting: Report your federal adjusted gross income accurately. This figure is crucial as it serves as the foundation for determining your Arizona taxable income. Ensure that you include all relevant income sources from your federal return.
Claiming Exemptions: Carefully calculate and enter the number of exemptions you are claiming. This includes exemptions for age, blindness, and dependents. Each exemption can significantly affect your taxable income, so accuracy is vital.
Filing Deadlines: Be aware of the filing deadlines. If you are filing under an extension, make sure to check the appropriate box. Timely submission can help you avoid penalties and interest on any tax due.

These takeaways will help you navigate the Arizona 140PY form more effectively. Always refer to the instructions provided with the form for specific guidance tailored to your situation.

Common mistakes

Neglecting to read the instructions: Many people skip the instructions altogether. The guidelines provide essential information that can prevent errors.
Incorrect residency dates: Failing to accurately enter the dates of Arizona residency can lead to complications. Ensure that the dates reflect your actual time living in Arizona.
Missing Social Security Numbers: Omitting your Social Security Number or that of your spouse can delay processing. Always double-check that all required SSNs are included.
Using check marks instead of numbers: Some individuals mistakenly mark checkboxes instead of entering the correct numerical values. This can result in misinterpretation of your claims.
Errors in income calculations: Miscalculating your federal adjusted gross income can have significant repercussions. Take your time to ensure accuracy when transferring numbers from your federal return.
Not claiming all eligible exemptions: Some filers overlook exemptions for age, blindness, or dependents. Review your situation carefully to maximize your potential deductions.
Failing to sign and date the form: A common mistake is forgetting to sign and date the return. Without your signature, the form is considered incomplete.
Incorrect mailing address: Sending your completed form to the wrong address can delay processing. Make sure to use the correct address based on whether you are sending a payment or expecting a refund.
Not keeping a copy: Many people forget to keep a copy of their completed form. Retaining a copy is crucial for your records and can help if questions arise later.

Document Preview

NO TAPE.

ARIZONA FORM										Part-Year Resident Personal Income Tax Return																																					FOR
	140PY																																														FOR
																																														CALENDAR YEAR
									OR FISCAL YEAR BEGINNING							M		M		D	D		Y		Y		Y	Y	AND ENDING								M					M			D						D		Y			Y				Y		Y			.
									OR FISCAL YEAR BEGINNING							M		M		D	D		Y		Y		Y	Y	AND ENDING								M					M			D						D		Y			Y			2012			Y			.

	82F					Check box 82F if filing under extension
	82F					Check box 82F if filing under extension

Your First Name and Middle Initial																								Last Name																									Enter										Your Social Security No.
	1																																																Enter
	1																																																your

Spouse’s First Name and Middle Initial (if box 4 or 6 checked)																								Last Name																																			Spouse’s Social Security No.
																								Last Name																																			Spouse’s Social Security No.
	1																																																SSN(s)						.
	1

Current Home Address - number and street, rural route																		Apt. No.						Daytime Phone (with area code)																									Home Phone (with area code)
	2																																																94
	2																																																94

City, Town or Post Office												State			Zip Code
	3
			4				Married filing joint return																																REVENUE USE ONLY. DO NOT MARK IN THIS AREA.
			4				Married filing joint return
			5				Head of household				►	NAME OF QUALIFYING CHILD OR DEPENDENT
			5				Head of household				►

			6				Married filing separate return. Enter spouse’s name and Social Security No. above.
			6
			7				Single
			7				Single
page 2; staplecorner.uppertoleft		EXEMPTIONSSTATUSFILING						Enter the number claimed. Do not put a check mark.																															88
								Enter the number claimed. Do not put a check mark.
			8					Age 65 or over (you and/or spouse)
			9					Blind (you and/or spouse)
			10					Dependents. From page 2, line A2 – do not include self or spouse.																															81																								80
			11					Qualifying parents and grandparents from page 2, line A5.
		12-13 Residency Status (check one):										12			Part-Year Resident Other than Active Military																				13							Part-Year Resident Active Military
140PY		12-13 Residency Status (check one):										12			Part-Year Resident Other than Active Military																				13							Part-Year Resident Active Military
		14		Federal adjusted gross income (from your federal return)															...............................................................																						14																				00
		15		Arizona income (from page 2, line B19)																																																												15			00
Form		15		Arizona income (from page 2, line B19)																																																												15			00
		16		Additions to income (from page 2, line C24)																																																												16			00
		17		Subtractions from income (from page 2, line D36)																																																												17			00
after		17		Subtractions from income (from page 2, line D36)																																																												17			00
after		18		Arizona adjusted gross income: Add lines 15 and 16 then subtract line 17																																																												18			00
documents		19		Deductions. Check box and enter amount. See instructions, page 16																										19I				ITEMIZED 19S															STANDARD															19			00
		20		Personal exemptions. See page 16 of the instructions																																																												20			00
		21		Arizona taxable income: Subtract lines 19 and 20 from line 18.																	If less than zero, enter zero																																											21			00
																																																																			00
other		22		Compute the tax using Tax Table X or Y																																																												22			00
other		23		Tax from recapture of credits from Arizona Form 301, Part II, line 35																																																												23			00
or		24		Subtotal of tax: Add lines 22 and 23																																																												24			00
schedules		24		Subtotal of tax: Add lines 22 and 23																																																												24			00
		25		Family income tax credit from worksheet on pages 17 and 18 of the instructions																										.............................................................																																		25			00
		26		Credits from Arizona Form 301, Part II, line 68, or Forms 310, 321, 322 and 323, if Form 301 is not required																																									26			00
		27		Credit type: Enter form number of each credit claimed																		27				3					3								3													3
		27		Credit type: Enter form number of each credit claimed													..............					27				3					3								3													3
AZ
AZ		28		Clean Elections Fund Tax Credit for donations made prior to August 2, 2012 (from worksheet on page 20 of the instructions)																																			28				00
and		28																																					28				00
and		29		Balance of tax: Subtract lines 25, 26 and 28 from line 24.															If the sum of lines 25, 26 and 28 is more than line 24, enter zero																																													29			00
federal		30		Arizona income tax withheld during 2012																																																												30			00
federal		31		Arizona estimated tax payments for 2012																																																												31			00
required		32		2012 Arizona extension payment (Form 204)																																																												32			00
		33		Increased Excise Tax Credit: From worksheet on page 20 of the instructions																																																												33			00
		34		Other refundable credits: Check the box(es) and enter the amount																												341				Form 308-I										342						Form 342												34			00
any		34																														341				Form 308-I										342						Form 342												34			00
any		35		Total payments/refundable credits: Add lines 30 through 34																																																												35			00
Place		35		Total payments/refundable credits: Add lines 30 through 34																																																												35			00
		36		TAX DUE: If line 29 is larger than line 35, subtract line 35 from line 29, and enter amount of tax due. Skip lines 37, 38 and 39																																									36			00
		37		OVERPAYMENT: If line 35 is larger than line 29, subtract line 29 from line 35, and enter amount of overpayment																																																		37				00
		37																																																				37				00
		38		Amount of line 37 to be applied to 2013 estimated tax																																																												38			00
TAPE.		39		Balance of overpayment: Subtract line 38 from line 37																																																												39			00
		40 - 49 Voluntary Gifts to:
			Aid to Education									40								00	Arizona Wildlife																			41																					00
NO			Aid to Education						.................................			40								00	Arizona Wildlife																			41																					00
NO			Child Abuse Prevention									42								00	Domestic Violence Shelter																			43																					00
HERE.			I Didn’t Pay Enough Fund									44								00	National Guard Relief Fund																			45																					00
			Neighbors Helping Neighbors									46								00	Special Olympics																			47																					00
				Veterans’ Donations Fund								48								00	Political Gift																			49																					00
PAYMENT				Veterans’ Donations Fund								48								00	Political Gift																			49																					00
		50		Voluntary Political Gift (check only one):									501 Americans Elect								502					Democratic 503							Green 504 Libertarian																	505							Republican
		51		Estimated payment penalty and MSA withdrawal penalty																																																												51		00
		52		....Check applicable boxes 521							Annualized/Other					522				Farmer or Fisherman 523												Form 221 attached 524																			MSA Penalty

STAPLE		53		Total of lines 40 through 49 and 51								....................................................................................................................................																																																				53		00
		54		REFUND: Subtract line 53 from line 39.									If less than zero, enter amount owed on line 55																																																			54		00
				Direct Deposit of Refund: Check box 54A if your deposit will be ultimately placed in a foreign account; see instructions																																		54A
					ROUTING NUMBER									ACCOUNT NUMBER																														C				Checking or
				98																																								C				Checking or
				98																																								S				Savings
		55		AMOUNT OWED: Add lines 36 and 53.										Make check payable to Arizona Department of Revenue; include SSN on payment																																			55			00

ADOR 10149 (12)

Your Name (as shown on page 1)

Your Social Security No.

List children and other dependents. Do not list yourself or spouse. If more space is needed,

attach a separate sheet.

NO. OF MONTHS LIVED

FIRST AND LAST NAME

SOCIAL SECURITY NO.

RELATIONSHIP

IN YOUR HOME IN 2012

DependentsA:

b Enter dependents listed above who were not claimed on your federal return due to education credits:

Enter total number of persons listed in A1 here and on the front of this form, box 10

TOTAL

a Enter the names of the dependents listed above who do not qualify as your dependent on your federal return:

PART

List qualifying parents and grandparents. If more space is needed, attach a separate sheet.

You cannot list the same person here and also on line A1. For information on who is a

qualifying parent or grandparent, see page 5 of the instructions.

NO. OF MONTHS LIVED

FIRST AND LAST NAME

SOCIAL SECURITY NO.

RELATIONSHIP

IN YOUR HOME IN 2012

Enter total number of persons listed in A4 here and on the front of this form, box 11

TOTAL

Dates of Arizona residency: From

Y Y

M M

D D

Y Y Y

2012 FEDERAL

2012 ARIZONA

Income

List other state(s) of residency:

Amount from Federal Return

Amount Only

............................................................................................................................................Interest

Wages, salaries, tips, etc

Total

Dividends

B10

Arizona income tax refunds

B10

B11

Alimony received

B11

Percent

B13

.....................................................................................Gains (or losses) from federal Schedule D

B13

B12

Business income (or loss) from federal Schedule C

B12

Arizona

B14

Rents, royalties, partnerships, estates, trusts, small business corporations from federal Schedule E.

B14

B15

Other income reported on your federal return

B15

B16

Total income: Add lines B7 through B15

B16

PART

B17

Federal adjustments. Attach your own schedule

B17

B18

Federal adjusted gross income: Subtract line B17 from line B16 in the FEDERAL column

B18

B19

Arizona income: Subtract line B17 from line B16 in the ARIZONA column. Enter here and on the front of this form, line 15

B19

B20

Arizona percentage: Divide line B19 by line B18, and enter the result (not over 100%)

B20

PARTC: Additions

C21

I.R.C. §179 expense in excess of allowable amount. Also see the instructions for line D34

C21

C22

Total depreciation included in Arizona gross income

C22

C23

Other additions to income: See instructions and attach your own schedule

C23

C24

Total: Add lines C21 through C23.

Enter here and on the front of this form on line 16

..................................................................

C24

Income

D25

Exemption: Age 65 or over. Multiply the number in box 8, page 1, by $2,100

D25

D27

.........................................Exemption: Dependents. Multiply the number in box 10, page 1, by $2,300

D27

D26

Exemption: Blind. Multiply the number in box 9, page 1, by $1,500

D26

from

D28

Exemption: Qualifying parents and grandparents. Multiply the number in box 11, page 1, by $10,000 .

D28

Subtractions

D29

Total exemptions: Add lines D25 through D28

D29

D30

Multiply line D29 by the percentage on line B20, and enter the result

D30

D31

Interest on U.S. obligations such as U.S. savings bonds and treasury bills included in the ARIZONA column

D31

D32

Arizona state lottery winnings included on line B15 in the ARIZONA column (up to $5,000 only)

D32

D33

U.S. Social Security or Railroad Retirement Act benefits included in your ARIZONA income

D33

D34

Adjustment for I.R.C. §179 expense not allowed

D34

PART

D35

Other subtractions from income: See instructions and attach your own schedule

D35

D36

Total: Add lines D30 through D35.

Enter here and on the front of this form, line 17

D36

E37 Last name(s) used in prior years – if different from name(s) used in current year:

HERE

I have read this return and any attachments with it. Under penalties of perjury, I declare that to the best of my knowledge and belief, they are

true, correct and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.

SIGN

YOUR SIGNATURE

DATE

OCCUPATION

SPOUSE’S SIGNATURE

DATE

SPOUSE’S OCCUPATION

PLEASE

PAID PREPARER’S SIGNATURE

DATE

FIRM’S NAME (PREPARER’S IF SELF-EMPLOYED)

(

)

PAID PREPARER’S TIN

PAID PREPARER’S ADDRESS

PAID PREPARER’S PHONE NO.

If you are sending a payment with this return, mail to Arizona Department of Revenue, PO Box 52016, Phoenix, AZ, 85072-2016.

If you are expecting a refund or owe no tax, or owe tax but are not sending a payment, mail to Arizona Department of Revenue, PO Box 52138, Phoenix, AZ, 85072-2138.

ADOR 10149 (12)

AZ Form 140PY (2012)

Page 2 of 2

Form Breakdown

Fact Name	Fact Description
Form Purpose	The Arizona 140PY form is used for filing a part-year resident personal income tax return.
Governing Law	This form is governed by the Arizona Revised Statutes, Title 43, which covers taxation.
Eligibility	Individuals who lived in Arizona for only part of the tax year can use this form.
Filing Status Options	Taxpayers can choose from several filing statuses: single, married filing jointly, married filing separately, or head of household.
Exemptions	Taxpayers can claim exemptions for age, blindness, and dependents on this form.
Income Reporting	Taxpayers must report their federal adjusted gross income and any Arizona income.
Tax Calculation	Tax is computed using specified tax tables, and various credits can be applied to reduce the tax owed.
Payment Instructions	Payments should be mailed to the Arizona Department of Revenue at specified addresses based on the filing situation.
Refund Options	Taxpayers can opt for direct deposit of refunds, including the option for foreign accounts.