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Free Ct 1040 Connecticut PDF Template

The CT-1040 is the Connecticut Resident Income Tax Return form, designed for residents to report their income and calculate their state tax obligations. It is essential for taxpayers to complete this form accurately, as it ensures compliance with state tax laws and determines any potential refunds or taxes owed. For assistance in filling out the form, click the button below.

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The CT-1040 form is an essential document for residents of Connecticut who need to file their state income tax returns. This form is specifically designed for individuals and families to report their income, calculate their tax liability, and claim any applicable credits or deductions. Taxpayers must complete the form using blue or black ink and ensure they sign the declaration on the reverse side. The CT-1040 requires information such as your filing status—whether you are single, married filing jointly, or head of household—as well as your Social Security number and your spouse's information if applicable. Additionally, it includes sections for reporting your federal adjusted gross income, any additions or subtractions to that income, and the resulting Connecticut adjusted gross income. The form also outlines how to calculate your income tax based on the tax tables or the Tax Calculation Schedule. Tax credits for income taxes paid to other jurisdictions, property tax credits, and other deductions can be claimed, making it crucial to attach the necessary schedules. The CT-1040 must be filed by April 15 of the following year, and taxpayers have the option to choose direct deposit for faster refunds. Completing this form accurately is vital to ensure compliance with state tax laws and to maximize any potential refund.

▼ Ct 1040 Connecticut PDF Form

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File Information

Fact Name	Fact Description
Form Purpose	The CT-1040 is used by Connecticut residents to file their state income tax returns.
Filing Period	This form is applicable for the tax year January 1 to December 31, 2009, or other specified taxable years.
Signature Requirement	Taxpayers must sign the declaration on the reverse side of the form to validate their return.
Filing Status Options	Taxpayers can choose from various filing statuses including Single, Married Filing Jointly, and Head of Household.
Use of Ink	All entries on the form must be completed using blue or black ink only.
Due Date	The due date for filing the CT-1040 for the 2009 tax year is April 15, 2010.
Tax Calculation	Taxpayers calculate their Connecticut income tax using tax tables or the Tax Calculation Schedule provided in the instructions.
Property Tax Credit	Taxpayers may claim a credit for property taxes paid on their primary residence or motor vehicle, subject to specific requirements.
Estimated Tax Payments	All estimated tax payments made during the year must be reported on the CT-1040 to ensure proper credit.
Governing Law	The CT-1040 is governed by the Connecticut General Statutes, specifically Title 12, which outlines state tax laws.

Ct 1040 Connecticut Sample

Form CT-1040

Connecticut Resident Income Tax Return

Complete return in blue or black ink only.

For DRS		2009
	2 0	2009

Use Only		CT-1040

Taxpayers must sign declaration on reverse side.

For the year January 1 - December 31, 2009, or other taxable year beginning: _________________ , 2009 and ending: __________________, ______ .

1Filing Status

Single

Filing jointly for federal and Connecticut

Filing jointly for		Filing separately for	Filing separately for
		Filing separately for	Filing separately for
		federal and Connecticut	Connecticut only


Connecticut
Connecticut	
only	

Enter spouse’s name here and SSN below.

Head of household

Qualifying widow(er) with dependent child


name,	SSN here.
Print your	address,and


Your Social Security Number

Spouse Social Security Number

Check if

deceased

Your ﬁrst name

Last name (If two last names, insert a space between names.)

Sufﬁx (Jr./Sr.)

If joint return, spouse’s ﬁrst name

Last name (If two last names, insert a space between names.)

Sufﬁx (Jr./Sr.)

Mailing address (number and street, apartment number, suite number, PO Box)

City, town, or post ofﬁce (If town is two words, leave a space between the words.) State

ZIP code

Check here if you do not want forms sent to you next year. This does not relieve you of your responsibility to ﬁle.

Check here if you ﬁled Form CT-2210 and checked any boxes on Part 1.

	Form CT-8379	Check here if you are ﬁling the
		following and attach the form to the

	Form CT-1040CRC front of the return.

21. Federal adjusted gross income from federal Form 1040, Line 37;

			Form 1040A, Line 21; or Form 1040EZ, Line 4	1.
		2.	Additions to federal adjusted gross income from Schedule 1, Line 39	2.
		3.	Add Line 1 and Line 2.	3.
		4.	Subtractions from federal adjusted gross income from Schedule 1, Line 50	4.

staple.notDo	forms.1099or	5.	Connecticut adjusted gross income: Subtract Line 4 from Line 3.	5.
staple.notDo	forms.1099or	6.	Income tax from tax tables or Tax Calculation Schedule: See instructions, Page 15.	6.
		6.		6.
		7.	Credit for income taxes paid to qualifying jurisdictions from Schedule 2, Line 59	7.
		8.	Subtract Line 7 from Line 6. If Line 7 is greater than Line 6, enter “0.”	8.
here.checkClip	sendnotDoW-2	9.	Connecticut alternative minimum tax from Form CT-6251	9.
here.checkClip	sendnotDoW-2	10.	Add Line 8 and Line 9.	10.
		10.	Add Line 8 and Line 9.	10.
		11.	Credit for property taxes paid on your primary residence, motor vehicle, or both:
			Complete and attach Schedule 3 on Page 4 or your credit will be disallowed.	11.
		12.	Subtract Line 11 from Line 10. If less than zero, enter “0.”	12.

		13.	Adjusted net Connecticut minimum tax credit from Form CT-8801	13.
		14.	Connecticut income tax: Subtract Line 13 from Line 12. If less than zero, enter “0.”	14.
		14.		14.
		15.	Individual use tax from Schedule 4, Line 69: If no tax is due, enter “0.”	15.
		16.	Add Line 14 and Line 15.	16.

Whole Dollars Only

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Due date: April 15, 2010 - Attach a copy of all applicable schedules and forms to this return.

For a faster refund, see Page 2 of the booklet for electronic ﬁling options.

Form CT-1040 - Page 2 of 4	Your Social	
	Security Number

17. Enter amount from Line 16.

17.

.00

					Column A		Column B					Column C
3					Column A		Column B					Column C
3		Employer’s federal ID No. from Box b of W-2,					Connecticut wages, tips, etc.			Connecticut income tax withheld
			or payer’s federal ID No. from Form 1099				. 00
				–		
W-2 and 1099	18a.			–				18a.			,			,	.	00
W-2 and 1099	18a.							18a.			,			,	.
Information				–			. 00	18b.
Information	18b.										,			,	.	00
Only enter	18b.															00
Only enter
information				–			. 00	18c.
information	18c.														.	00
from your W-2	18c.										,			,		00
from your W-2											,			,
and 1099 forms				–			. 00
and 1099 forms	18d.							18d.							.	00
if Connecticut											,			,		00
if Connecticut											,			,
income tax				–			. 00	18e.
income tax	18e.														.	00
was withheld.	18e.										,			,		00
							. 00				,

	18f.			–					18f.		,			,	.	00
							. 00				,

	18g.			–				18g.			,			,	.	00
	18g.							18g.


	18h. Enter amount from Supplemental Schedule CT-1040WH, Line 3.							18h.			,		,		.	00

18.Total Connecticut income tax withheld: Add amounts in Column C and enter here.

		You must complete Columns A, B, and C or your withholding will be disallowed.			18.	,		,		.		00

19.		All 2009 estimated tax payments and any overpayments applied from a prior year			19.		,		,		.	00

20.		Payments made with Form CT-1040 EXT (Request for extension of time to ﬁle)			20.		,		,		.	00

21.		Total payments: Add Lines 18, 19, and 20.			21.		,		,		.	00



4	22.	Overpayment: If Line 21 is more than Line 17, subtract Line 17 from Line 21.			22.		,		,		.	00
23.		Amount of Line 22 you want applied to your 2010 estimated tax									.
23.					23.		,		,		.	00
24.		Total contributions of refund to designated charities from Schedule 5, Line 70			24.		,		,		.	00
25.		Refund: Subtract Lines 23 and 24 from Line 22.					,		,		.
25.		Refund: Subtract Lines 23 and 24 from Line 22.
		For faster refund, use Direct Deposit by completing Lines 25a, 25b, and 25c.			25.							00

	25a.	Checking	25b. Routing	25c. Account
		Savings	number	number
	25d.Will this refund go to a bank account outside the U.S.?			Yes

526. Tax due: If Line 17 is more than Line 21, subtract Line 21 from Line 17.

27.If late: Enter penalty. Multiply Line 26 by 10% (.10).

28.If late: Enter interest. Multiply Line 26 by number of months or fraction of a month late, then by 1% (.01).

29. Interest on underpayment of estimated tax from Form CT-2210: See instructions, Page 17.

30. Total amount due: Add Lines 26 through 29.

26.

27.

28.

29.

30.

.00

6Declaration: I declare under penalty of law that I have examined this return (including any accompanying schedules and statements) and, to the best of my knowledge and belief, it is true, complete, and correct. I understand the penalty for willfully delivering a false return or document to DRS is a ﬁne of not more than $5,000, or imprisonment for not more than ﬁve years, or both. The declaration of a paid preparer other than the taxpayer is based on all information of which the preparer has any knowledge.

Keep a copy for your records.

Sign Here

Your signature

Date

Daytime telephone number



(

)

Spouse’s signature (if joint return)

Date

Daytime telephone number



(

)

Paid preparer’s signature

Date

Telephone number

Preparer’s SSN or PTIN



(

)

Firm’s name, address, and ZIP code

FEIN



Third Party Designee - Complete the following to authorize DRS to contact another person about this return.

Designee’s name

Telephone number

Personal identiﬁcation number (PIN)



Complete applicable schedules on Pages 3 and 4 and send all four pages of the return to DRS.

Form CT-1040 - Page 3 of 4	Your Social	
	Security Number	

Schedule 1 - Modiﬁ cations to Federal Adjusted Gross Income			Enter all items as positive numbers.
See instructions, Page 18.
See instructions, Page 18.				,	,	.	00
31. Interest on state and local government obligations other than Connecticut		31.		,	,	.	00
32. Mutual fund exempt-interest dividends from non-Connecticut state or municipal
				,	,	.	00
government obligations		32.		,	,	.	00
						.
33. Cancellation of debt income: See instructions.		33.		,	,	.	00
33. Cancellation of debt income: See instructions.		33.					00
34. Taxable amount of lump-sum distributions from qualiﬁ ed plans not included in federal

				,	,	.	00
adjusted gross income		34.		,	,	.	00

35. Beneﬁ ciary’s share of Connecticut ﬁ duciary adjustment: Enter only if greater than zero.		35.		,	,	.	00

36. Loss on sale of Connecticut state and local government bonds		36.		,	,	.	00
		36.		,	,	.

37. Domestic production activity deduction from federal Form 1040, Line 35		37.		,	,	.	00

38. Other - specify ________________________________________________________		38.		,	,	.	00

39. Total additions: Add Lines 31 through 38. Enter here and on Line 2.		39.		,	,	.	00

40. Interest on U.S. government obligations		40.		,	,	.	00

41. Exempt dividends from certain qualifying mutual funds derived from U.S. government obligations		41.		,	,	.	00

42. Social Security beneﬁt adjustment: See Social Security Beneﬁt Adjustment Worksheet, Page 20.		42.		,	,	.	00

43. Refunds of state and local income taxes		43.		,	,	.	00

44. Tier 1 and Tier 2 railroad retirement beneﬁ ts and supplemental annuities		44.		,	,	.	00

45. 50% of military retirement pay		45.		,	,	.	00
45. 50% of military retirement pay		45.		,	,	.

46. Beneﬁ ciary’s share of Connecticut ﬁ duciary adjustment: Enter only if less than zero.		46.		,	,	.	00

47. Gain on sale of Connecticut state and local government bonds		47.		,	,	.	00

48. Connecticut Higher Education Trust (CHET) contributions		48.		,	,	.	00
Enter CHET account number:	–
Enter CHET account number:	–
(can be up to 14 digits)
49. Other - specify: Do not include out of state income. ___________________________		49.		,	,	.	00

50. Total subtractions: Add Lines 40 through 49.	Enter here and on Line 4.	50.		,	,	.	00

Schedule 2 - Credit for Income Taxes Paid to Qualifying Jurisdictions

You must attach a copy of your return ﬁ led with the qualifying jurisdiction(s) or your credit will be disallowed.

51.Modiﬁ ed Connecticut adjusted gross income See instructions, Page 24.

52.Enter qualifying jurisdiction’s name and two-letter

code: See instructions, Page 24.

52.

53.Non-Connecticut income included on Line 51 and reported on a qualifying jurisdiction’s income tax return: Complete Schedule 2 Worksheet, Page 24. 53.

54.Divide Line 53 by Line 51. May not exceed 1.0000 54.

55.Income tax liability: Subtract Line 11 from Line 6. 55.

56. Multiply Line 54 by Line 55.	56.
57. Income tax paid to a qualifying jurisdiction
See instructions, Page 25.	57.
58. Enter the lesser of Line 56 or Line 57.	58.

Column A

Name

,	,
.
,	,
,	,
,	,
,	,

51.

Code

.00

.	00

.	00

Column B

Name

,	,
.
,	,
,	,
,	,
,	,

. 00

Code

. 00

59. Total credit: Add Line 58, all columns. Enter here and on Line 7.

59.

.00

Complete applicable schedules on Page 4 and send all four pages of the return to DRS.

Form CT-1040 - Page 4 of 4	Your Social	
	Security Number	

Schedule 3 - Property Tax Credit See instructions,

Page 25.

Auto 2

Qualifying Property

Primary Residence

Auto 1

(joint returns or qualifying widow(er) only)

Name of Connecticut Tax



Town or District

Description of Property

If primary residence, enter

street address.

If motor vehicle, enter year,



make, and model.

Date(s) Paid



_ _ /_ _ / 2009



_ _ /_ _ / 2009



_ _ /_ _ / 2009



_ _ /_ _ / 2009



_ _ /_ _ / 2009



_ _ /_ _ / 2009

Amount Paid 60.

61.

62.

63. Total property tax paid: Add Lines 60, 61, and 62.

63.

64. Maximum property tax credit allowed

64.



500 .

65. Enter the lesser of Line 63 or Line 64.

65.



66. Enter the decimal amount for your ﬁ ling status and Connecticut AGI from the Property Tax



Credit Table exactly as it appears on Page 27. If zero, enter the amount from Line 65 on Line 68.

66.

67. Multiply Line 65 by Line 66.

67.



68. Subtract Line 67 from Line 65. Enter here and on Line 11.

Attach Schedule 3 to your return or your credit will be disallowed.

68.

Schedule 4 - Individual Use Tax - Do you owe use tax? See instructions, Page 28.

Complete this worksheet to calculate your Connecticut individual use tax liability and attach Page 4 to your return.

Column A

Column B

Column C

Column D

Column E

Column F

Column G

Tax, if any,

Balance due

Date of

Description of

Retailer or

Purchase

CT tax due

paid to

(Column E minus

purchase

goods or services

service provider

price

(.06 X Column D)

another

Column F but not

jurisdiction

less than zero)



Total of individual purchases under $300 not listed above

69. Individual use tax: Add all amounts for Column G. Enter here and on Line 15.	 69.					,

Schedule 5 - Contributions to Designated Charities

.00

70a. AIDS Research		70a.
70b. Organ Transplant		70b.
70c. Endangered Species/Wildlife		70c.
70d. Breast Cancer Research		70d.
70e. Safety Net Services		70e.
70f. Military Family Relief Fund		70f.
70f. Military Family Relief Fund		70f.

.00

70. Total Contributions: Add Lines 70a through 70f. Enter amount here and on Line 24.	70.			,
Use envelope provided, with correct mailing label, or mail to:

.00

For refunds and all other tax forms without payment: Department of Revenue Services

PO Box 2976

Hartford CT 06104-2976

For all tax forms with payment: Department of Revenue Services PO Box 2977

Hartford CT 06104-2977

Make your check payable to: Commissioner of Revenue Services

To ensure proper posting, write your SSN(s) (optional) and “2009 Form CT-1040” on your check.

Common mistakes

Filling out the CT-1040 form can be a daunting task, and many taxpayers make mistakes that can lead to delays or issues with their returns. One common error is not using the correct ink color. The form specifically instructs taxpayers to complete it in blue or black ink only. Using any other color can lead to problems in processing the return.

Another frequent mistake involves the filing status selection. Taxpayers often overlook the importance of accurately choosing their filing status. Whether filing as single, married filing jointly, or head of household, the selected status affects tax calculations significantly. Misclassifying one’s status can result in incorrect tax liabilities.

Many people also forget to sign the declaration on the reverse side of the form. This is a crucial step. Without a signature, the return is considered incomplete, and the Department of Revenue Services (DRS) may reject it. Always remember to sign and date the return before submission.

In addition, failing to report all sources of income is a common oversight. Taxpayers must ensure they include all income, including wages, interest, and any other earnings. Neglecting to report income can lead to penalties and interest charges later on.

Another area where mistakes frequently occur is in the calculation of adjustments to income. Taxpayers sometimes miscalculate additions and subtractions from their federal adjusted gross income. It’s essential to carefully follow the instructions for each line and verify the math to avoid errors that could impact the final tax liability.

Lastly, many individuals neglect to attach required schedules or forms. The CT-1040 requires various supporting documents, such as Schedule 1 for modifications and Schedule 3 for property tax credits. Failing to include these can result in disallowed credits and a longer processing time for the return.

Key takeaways

1. Use the Right Ink: Always fill out the CT-1040 form using blue or black ink. This ensures that your information is clearly visible and meets the state's requirements.

2. Provide Accurate Information: Ensure that all personal details, including names and Social Security Numbers, are accurate. Any errors can delay processing or lead to issues with your return.

3. Sign and Date: Don’t forget to sign the declaration on the reverse side of the form. This step is crucial as it confirms that the information you provided is true and complete.

4. Attach Required Schedules: If you are filing additional forms or schedules, make sure to attach them to your CT-1040. Missing documents can lead to disallowance of credits or deductions.

5. Check for Deadlines: Be aware of the due date for filing your CT-1040, which is typically April 15. Late filings may incur penalties and interest, so it’s best to submit on time.

Similar forms

The IRS Form 1040 serves as a foundational document for individual income tax returns across the United States. Like the CT-1040, it requires taxpayers to report their income, deductions, and credits to determine their tax liability. Both forms necessitate similar personal information, including filing status, Social Security numbers, and income details. However, while the IRS Form 1040 is a federal document, the CT-1040 specifically addresses state income tax obligations for Connecticut residents, reflecting the unique tax laws and regulations of the state.

The IRS Form 1040A simplifies the tax filing process for individuals with straightforward tax situations, much like the CT-1040. Taxpayers using Form 1040A can report income, claim certain deductions, and receive credits, but they must meet specific criteria, such as having a taxable income below a certain threshold. Both forms allow for joint filing and share similar structures, but the CT-1040 incorporates state-specific elements that cater to Connecticut's tax laws, making it essential for residents.

The IRS Form 1040EZ was designed for simple tax situations, making it comparable to the CT-1040 in its straightforward approach. Taxpayers who qualify can use this form to report their income and claim a standard deduction without itemizing. While both forms are user-friendly, the CT-1040 includes additional sections pertinent to Connecticut tax credits and deductions, which are not present in the federal 1040EZ.

Form CT-2210 is relevant for Connecticut taxpayers who may owe a penalty for underpayment of estimated tax. This form is similar to the CT-1040 in that it requires detailed income information and calculations to determine any penalties owed. Both forms necessitate accurate reporting of income, and the CT-2210 is often filed alongside the CT-1040 to address any additional tax liabilities that may arise from insufficient estimated payments.

For those looking to formalize their rental agreements, understanding the importance of documentation is crucial; much like the Residential Rental Contract ensures clear expectations between landlords and tenants, detailed tax forms likewise serve to safeguard individuals' financial obligations and rights with precision.

The IRS Form 1099 series, particularly the 1099-MISC, is similar to the CT-1040 in that it reports various types of income received outside of traditional wages. Just as the CT-1040 requires taxpayers to include all sources of income, including those reported on 1099 forms, the IRS 1099 serves as a crucial document that ensures all income is accounted for when filing taxes. Both forms emphasize the importance of accurate income reporting to determine tax obligations.

Form CT-6251 is Connecticut's alternative minimum tax form, which parallels the federal IRS Form 6251. Both forms are designed to calculate whether taxpayers owe alternative minimum tax based on specific income and deduction scenarios. The CT-6251 is used in conjunction with the CT-1040, ensuring that taxpayers comply with both state and federal tax laws regarding minimum tax requirements.

Schedule C, used for reporting income or loss from a business, shares similarities with the CT-1040 in that both require detailed income reporting. For self-employed individuals, the income reported on Schedule C must be included on the CT-1040, reflecting the comprehensive nature of income reporting in both documents. Each form emphasizes the importance of accurate income tracking to ensure proper tax calculations.

Form CT-8379 allows for the allocation of a tax refund to a spouse in cases of joint filing. This form is similar to the CT-1040 in that it requires the same personal and financial information to determine eligibility for the refund. Both forms work together to ensure that taxpayers can appropriately manage their joint tax situations, particularly in cases of divorce or separation.

The IRS Form 8888 is used to allocate refunds to multiple accounts, which is a concept echoed in the CT-1040’s section on refund distribution. Both forms allow taxpayers to specify how they wish to receive their refunds, either through direct deposit or check. This feature enhances taxpayer convenience and ensures that individuals can manage their finances effectively after filing their tax returns.

Lastly, the IRS Form 4868 is the application for an automatic extension of time to file a federal tax return, similar to the CT-1040 EXT for Connecticut. Both forms allow taxpayers to extend their filing deadlines, though they must still pay any taxes owed by the original due date. This shared purpose emphasizes the importance of timely tax compliance, even when extensions are granted.