Fillable Form 5: __ __ __ __ 4 3 (State of Iowa - OCIO)

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Form 5: __ __ __ __ 4 3 (State of Iowa - OCIO)

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41-122a (07/31/2020)
IA 1040X Amended Iowa Individual Income Tax Return
For fiscal year beginning:_________/_________/__________ and ending:_________/_________/__________
Step 1 Fill in all spaces with your current information. You must fill in your Social Security number (SSN).
A. Your last name:
Your first name/middle initial
:
Your SSN:
B. Spouse’s last name:
Spouse’s first name/middle initial:
Spouse’s SSN:
Current mailing address (number and street, apartment, lot, or suite number) or PO Box:
Residence on 12/31 of
year being amended:
County No. ___________
Sch Dist No. ___________
Check this box if you or your
spouse were 65 or older at the end
of the tax year.
For ca
lendar year:
__ __ __ __
City, State, ZIP:
Reason for
Amendment:
Step 2 Filing Status: Mark correct status.
1
Single: Were you claimed as a dependent on another person’s Iowa return?
Yes No
Net operating loss
2
Married filing a joint return. (Two
-income families may benefit by using status 3 or 4.)
3
Married filing separately on this combined return. Spouse use column B.
4
Married filing separate returns
.
Spouse's name:
▲
SSN:
Net Income:$
5
Head of household with qualifying person.
If qualifying person is not claimed as a dependent on this return, enter the person’s name and SSN below.
Provide detailed
explanation on back.
6
Qualifying
widow(er) with dependent child. Name: SSN:
Step 3 Corrected Exemptions B. Spouse (Filing Status 3 ONLY) A. You or Joint
a.
Personal credit: Col. A: Enter 1 (enter 2 if filing status 2 or 5); Col. B: Enter 1 if filing status (3) .............
▲
X $ 40 =
$
▲
X $ 40 =
$
b.
Enter 1 for each taxpayer who was 65 or older and/or 1 for each taxpayer who is blind .........................
▲
X $ 20 =
$
▲
X $ 20 =
$
c.
Dependents: Enter 1 for each dependent .................................................................................................
▲
X $ 40 =
$
▲
X $ 40 =
$
d.
Enter first names of dependents here:
_______________________________________________________________________
e. Total
$ __________
e. Total
$ __________
B. Spouse/Status 3
A. You or Joint
1.
Gross income ...............................................................................................................................................................
1.
.00
▲
.00
Corrected
2.
Adjustments to income ................................................................................................................................................
2.
.00
▲
.00
Taxable
3.
Net income. Subtract line 2 from line 1 ...............................................................................................................
3.
.00
▲
.00
Income
4.
Addition for federal taxes ............................................................................................................................................
4.
.00
▲
.00
5.
Total. Add lines 3 and 4 ......................................................................................................................................
5.
.00
.00
6.
Subtraction for federal taxes and qualified deductions. See instructions
....................................................................
6.
.00
▲
.00
7.
Balance. Subtract line 6 from line 5 ....................................................................................................................
7.
.00
▲
.00
8.
Deduction: Itemized/Standard
▲
Itemized
Standard ..............................................................................
8.
.00
▲
.00
9.
Taxable income. Subtract line 8 from line 7 ........................................................................................................
9.
.00
.00
10.
Tax or alternate tax. See instructions, page 2 for the tax rate schedule .......................................................................
10.
.00
▲
.00
Compute
11.
Iowa lump-sum/Iowa alternative minimum tax ...........................................................................................................
11.
.00
.00
Your Tax
12.
Total tax. Add lines 10 and 11 ............................................................................................................................
12.
.00
.00
and
13.
Total exemption credits, tuition & textbook credit, volunteer firefighter/EMS/reserve peace officer credit .............
13.
.00
.00
Credits
14.
Balance. Subtract line 13 from line 12. If less than zero, enter zero ...................................................................
14.
.00
▲
.00
15.
Credit for nonresident or part-year resident. Must include IA 126 .......................................................................
15.
.00
▲
.00
16.
Balance. Subtract line 15 from line 14. If less than zero, enter zero ...................................................................
16.
.00
.00
17.
Other Iowa credits. Must include IA 130 out-of-state tax credit and IA 148 tax credits schedule ............................
17.
.00
.00
18.
Balance. Subtract line 17 from line 16. If less than zero, enter zero ...................................................................
18.
.00
.00
19.
School district surtax/emergency medical services surtax ................................................................................
19.
.00
▲
.00
20.
Contributions from original return. These cannot be changed. ...........................................................................
20.
.00
.00
21.
Total tax. Add lines 18, 19, and 20 .....................................................................................................................
21.
.00
.00
22.
Total. Add columns A & B, line 21, and enter here ..........................................................................................................................
22.
.00
23.
Total credits. See instructions ......................................................................................................................................................
23.
.00
Refund
24.
Tax amount previously paid .........................................................................................................................................................
24.
.00
or
25.
Total credits and payments. Add lines 23 and 24 ............................................................................................................................
25.
.00
Amount
26.
Overpayment on previous filing .................................................................................................................................................................
26.
.00
You Owe
27.
Subtract line 26 from line 25. Enter here ..........................................................................................................................................
27.
.00
28.
If line 27 is more than line 22, subtract line 22 from line 27. This is the REFUND amount ...........................................
REFUND
28.
▲
.00
29.
If line 27 is less than line 22, subtract line 27 from line 22. This is the AMOUNT OF TAX YOU OWE ...............................................
29.
▲
.00
30.
Penalty and interest. See instructions.
▲ 30a. Penalty
▲ 30b. Interest
...........................
30.
.00
31.
TOTAL AMOUNT NOW DUE. Add lines 29 and 30 and enter here .............................................................................................
PAY
31.
▲
.00
I, the undersigned, declare under penalties of perjury
or
false certificate, that I have examined this return, and,
to the best of my knowledge and belief, it is true, correct,
and complete.
Your signature:
Date:
Spouse's signature:
Date:
Daytime telephone number:
Preparer's signature: Date:
Firm:
Phone:
Address:
PTIN
IA1040X, page 2
41-122b (06/20/19)
Explanation
of Changes to Income,
Deductions,
and
Credits
Enter the line reference from page 1 for which you are reporting a change and give the reason for each change.
Enclose a copy of any supporting schedules, worksheets, and documentation to substantiate the changes.
Indicate how the changes in income, deductions, or credits are allocated between spouses.
Explanation of Social Security and Pension Exclusion changes
For 2014 and later, enter the reportable amount from line 13 of the Social Security Worksheet. Spouse: __________ You: ___________
Enter the corrected amount of the Pension/retirement income exclusion from IA 1040, line 21. Spouse: __________ You: ___________
Credit Carryforward
If you are amending prior to the end of the year for which this return came due and wish to change your credit carryforward (estimated tax), fill
in these line items.
Calculated overpayment ............................................................. 1. ______________
Elected carryforward amount for:
You ..................... A. ____________
Spouse ............... B. ____________
Total carryforward. Add lines A and B ........................................ 2. ______________
Subtract line 2 from line 1 and enter on IA 1040X, Line 28 ........ 3. ______________
DO YOU OWE ADDITIONAL
TAX?
You have several
options:
• Payment transfer from your bank
account:
Go to
tax.iowa.gov and make an ePayment (direct debit)
through eFile & Pay.
• Pay by
credit/debit
card online: Go to tax.iowa.gov.
Note that you will be charged a service fee by the
vendor.
• Mail your payment made payable to the Iowa
Department of Revenue with voucher IA 1040XV. Do
not send cash by mail.
NOTE: State tax information may be disclosed to tax officials of
another state or of the United States for tax administrative
purposes.
Questions? Contact Taxpayer Services at 515-281-3114 or
1-800-367-3388
E-m
ail: idr@iowa.gov.
FINAL CHECKLIST
Before you mail this return, make sure
you
:
• Check your math!
• Provide an explanation of the change.
• Compute interest and any applicable penalty on additional
tax due.
• Sign your return.
• Verify your SSN(s).
• Make your payment, if required.
File electronically, or
Mail return
to:
Income Tax Document Processing
Iowa Department of Revenue
PO Box 9187
Des Moines IA 50306-9187
IA 1040X instructions, page 1
41-122c (07/31/2020)
IA1040X INSTRUCTIONS
An amended Iowa return can be filed electronically if
your software supports it. Do not file the same day
as the original return.
Identification: Enter current name(s), address, and
SSN(s).
Report all other information as corrected.
Line 1 - Gross Income: If you are correcting
wages or other compensation, include all additional
and corrected W-2s, 1099s, Schedules K-1, and all
other supporting documentation that you received
after you filed your original return.
Line 6 – Federal Taxes and Qualified
Deductions: If you are correcting your subtraction
for federal taxes, your Qualified Business Income
Deduction, or your DPAD 199A(g) Deduction, enter
the total of those corrections on this line.
Line 8 - Deduction: Enter your itemized or
standard deduction amount on line 8. Prorate
itemized deductions for married separate filers
(status 3 or 4) between spouses as each spouse’s
net income relates to the total net income.
For 2017, the standard deduction is:
Status 1, $2,000; Status 3 or 4, $2,000 per
spouse; Status 2, 5, or 6. $4,920
For 2018, the standard deduction is:
Status 1, $2,030; Status 3 or 4, $2,030 per
spouse; Status 2, 5, or 6. $5,000
For 2019, the standard deduction is:
Status 1, $2,080; Status 3 or 4, $2,080 per
spouse; Status 2, 5, or 6. $5,120
For 2020, the standard deduction is:
Status 1, $2,110; Status 3 or 4, $2,110 per
spouse; Status 2, 5, or 6. $5,210
Line 13 - Exemption Credits, Tuition &
Textbook Credit, Volunteer
Firefighter/EMS/Reserve Peace Officer Credit:
These credits need to be totaled and entered on
this line.
Line 15 - Non/Part-year Resident Credit: Enter
the correct non/part-year resident credit on this line
and you must enclose form IA 126.
Line 17 - Other Iowa Credits: Enter the total of the
nonrefundable Iowa credits from the IA 130 Out-
of-State Tax Credit Schedule and/or the IA
148 Tax Credits Schedule. You must enclose
the IA 130 and/or IA 148 Tax Credits Schedule
with an explanation if a credit amount is changed
from the original filing.
Line 19 -
School District/EMS Surtaxes: Enter the
correct school district/EMS surtax based on where
you resided on 12/31 for the tax year you are
amending.
Line 20 - Contributions from Original Return:
Enter the amount of contributions claimed on the
original return in column A of the IA 1040X. These
cannot be changed from the original filing.
Line 23 - Total Credits: Enter the total of Iowa tax
withheld, estimated/voucher payments, Iowa Fuel
Tax Credit, Child and Dependent Care Credit or
Early Childhood Development Credit, Earned
Income Tax Credit, and all other refundable tax
credits from the IA 148 Tax Credits Schedule.
Enclose the appropriate schedule(s) if a credit is
changing from the original filing.
Line 24 - Tax Amount Previously Paid: Show the
amount of tax paid with the filing of the original
return plus any additional tax paid for this tax period
after the filing of the return. Do not include any
penalty, interest, or penalty for underpayment of
estimated tax you may have paid.
Line 26 - O
verpayment: Enter the amount of
overpayment from your previous filing(s). Do not
include any interest you may have received on
your refund.
Line 28 - Refund: Enter the amount of the
overpayment you want refunded to you. Do not
include the portion of the overpayment you want
credited to next year’s estimated payments. If you
are amending a return in the same calendar year in
which the return became due and wish to credit all
or a portion of the overpayment to next year’s
estimates, complete the credit carryforward section
on page 2 of the IA 1040X form.
Line 30a - Penalty: If this amendment is filed prior
to any contact by the Department and the tax
shown to be due on this amended return is paid,
then penalty will not be assessed.
If you amend a return after being contacted by the
Department and have failed to pay at least 90% of
the current tax on or before the original due date of
the year being amended, then penalty is due. A 5%
penalty is due if the original return was timely filed
and the 90% test is not met. A 10% penalty is due if
the original return was not timely filed.
Line 30b - Interest: Interest is always due on the
amount of tax you owe on line 29. Interest is added
to the unpaid tax at a rate prescribed by law from
the due date of the return until payment is received.
Interest cannot be waived under any
circumstances. Refer to the Interest Rate Table on
page 4 to calculate interest due on unpaid tax.
IA 1040X instructions, page 2
41-122d (10/19/20)
TAX RATE SCHEDULES
2017
TAX RATE SCHEDULE
Amount on line 9
Over
But
Not Over
Tax Rate
Of Excess
Over
0
1,573
0 plus 0.36%
0
1,573
3,146
5.66 plus 0.72%
1,573
3,146
6,292
16.99 plus 2.43%
3,146
6,292
14,157
93.44 plus 4.50%
6,292
14,157
23,595
447.37 plus 6.12%
14,157
23,595
31,460
1,024.98 plus 6.48%
23,595
31,460
47,190
1,534.63 plus 6.80%
31,460
47,190
70,785
2,604.27 plus 7.92%
47,190
70,785
Over
4,472.99 plus 8.98%
70,785
2018
TAX RATE SCHEDULE
Amount on line 9
Over
But
Not Over
Tax Rate
Of Excess
Over
0
1,598
0 plus 0.36%
0
1,598
3,196
5.75 plus 0.72%
1,598
3,196
6,392
17.26 plus 2.43%
3,196
6,392
14,382
94.92 plus 4.50%
6,392
14,382
23,970
454.47 plus 6.12%
14,382
23,970
31,960
1,041.26 plus 6.48%
23,970
31,960
47,940
1,559.01 plus 6.80%
31,960
47,940
71,910
2,645.65 plus 7.92%
47,940
71,910
Over
4,544.07 plus 8.98%
71,910
2019
TAX RATE SCHEDULE
Amount on line 9
Over
But
Not Over
Tax Rate
Of Excess
Over
0
1,638
0 plus 0.33%
0
1,638
3,276
5.41 plus 0.67%
1,638
3,276
6,552
16.38 plus 2.25%
3,276
6,552
14,742
90.09 plus 4.14%
6,552
14,742
24,570
429.16 plus 5.63%
14,742
24,570
32,760
982.48 plus 5.96%
24,570
32,760
49,140
1,470.60 plus 6.25%
32,760
49,140
73,710
2,494.35 plus 7.44%
49,140
73,710
Over
4,322.36 plus 8.53%
73,710
2020
TAX RATE SCHEDULE
Amount on line 9
Over
But
Not Over
Tax Rate
Of Excess
Over
0
1,666
0 plus 0.33%
0
1,666
3,332
5.50 plus 0.67%
1,666
3,332
6,664
16.66 plus 2.25%
3,332
6,664
14,994
91.63 plus 4.14%
6,664
14,994
24,990
436.49 plus 5.63%
14,994
24,990
33,320
999.26 plus 5.96%
24,990
33,320
49,980
1,495.73 plus 6.25%
33,320
49,980
74,970
2,536.98 plus 7.44%
49,980
74,970
over
4,396.24 plus 8.53%
74,970
Example: Taxable income on line 9 of the 1040X for tax year 2020 is $33,000. 5.96% of $8,010 = $477.40
Using the 2020 tax rate schedule, this amount is over $24,990 but not over $33,320. Plus $999.26
The tax $999.26 plus 5.96% of $8,010 ($33,000 minus $24,990). Tax $1,476.66
INTEREST RATE TABLE: FOR AMENDED RETURNS FILED IN CALENDAR YEAR 2020 ONLY
If there is additional tax due on line 29, interest on the unpaid tax is to be computed using the table below. To find the applicable rate, find the tax year for
which you are amending your return in the left hand column. Then go to the right until you reach the column for the month in 2020 in which the amended
return is filed.
TAX YEAR JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC
2020
0.5
1.0
1.5
2.0
2.5
3.0
3.5
4.0
2019
3.5
4.0
4.5
5.0
5.5
6.0
6.5
7.0
7.5
8.0
8.5
9.0
2018
12.5
13.0
13.5
14.0
14.5
15.0
15.5
16.0
16.5
17.0
17.5
18.0
2017
18.9
19.4
19.9
20.4
20.9
21.4
21.9
22.4
22.9
23.4
23.9
24.4
2016
24.1
24.6
25.1
25.6
26.1
26.6
27.1
27.6
28.1
28.6
29.1
29.6
2015
28.9
29.4
29.9
30.4
30.9
31.4
31.9
32.4
32.9
33.4
33.9
34.4
2014
33.7
34.2
34.7
35.2
35.7
36.2
36.7
37.2
37.7
38.2
38.7
39.2
2013
38.5
39.0
39.5
40.0
40.5
41.0
41.5
42.0
42.5
43.0
43.5
44.0
2012
43.3
43.8
44.3
44.8
45.3
45.8
46.3
46.8
47.3
47.8
48.3
48.8
2011
48.1
48.6
49.1
49.6
50.1
50.6
51.1
51.6
52.1
52.6
53.1
53.6
2010
52.9
53.4
53.9
54.4
54.9
55.4
55.9
56.4
56.9
57.4
57.9
58.4
2009
57.7
58.2
58.7
59.2
59.7
60.2
60.7
61.2
61.7
62.2
62.7
63.2
2008
64.9
65.4
65.9
66.4
66.9
67.4
67.9
68.4
68.9
69.4
69.9
70.4
2007
74.1
74.6
75.1
75.6
76.1
76.6
77.1
77.6
78.1
78.6
79.1
79.6
2006
83.7
84.2
84.7
85.2
85.7
86.2
86.7
87.2
87.7
88.2
88.7
89.2
2005
92.5
93.0
93.5
94.0
94.5
95.0
95.5
96.0
96.5
97.0
97.5
98.0
2004
99.3
99.8
100.3
100.8
101.3
101.8
102.3
102.8
103.3
103.8
104.3
104.8
Example: There is additional tax due of $500 on line 29 of the 1040X on which a 2020 return is being amended. The 1040X is being filed in August 2020, resulting
in an interest rate of 2.0%. The computed interest is equal to: $500 x 2.0% (.020) = $10.
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Form 5: __ __ __ __ 4 3 (State of Iowa - OCIO)

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Completed 29 March 2021

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