Supported Forms

The following Utah forms are supported in Drake Tax 2023. UT forms cannot be e-signed.

Form	Description	IND	CRP	SCRP	PTR	FID
Schedule A (TC-20)	Net Taxable Income and Tax Calculation		P
Schedule A (TC-20MC)	Tax Calculation		P
Schedule A (TC-20S)	Taxable Income for Pass-Through Entity Taxpayers			P
Schedule A (TC-65)	Taxable Income for Pass-Through Entity Taxpayers				P
Schedule B (TC-20)	Additions to Unadjusted Income		P
Schedule B (TC-20MC)	Refundable Credits		P
Schedule C (TC-20)	Subtractions from Unadjusted Income		P
Schedule D (TC-20)	Contributions Deduction		P
Schedule E (TC-20)	Prepayments of Any Type		P
Schedule E (TC-20S)	Prepayments of Any Type			P
Schedule H (TC-20, TC-20S, TC-65)	Nonbusiness Income Net of Expenses		P	P	P
Schedule J (TC-20, TC-20S, TC-65)	Apportionment Schedule		P	P	P
Schedule K (TC-20S)	Shareholders’ Pro Rata Share Items			P
Schedule K (TC-41K)	Beneficiaries’ Share of Income, Deductions and Credits					P
Schedule K (TC-65)	Partners’ Distribution Share Items				P
Schedule K-1 (TC-20S)	Shareholder’s Share of Utah Income, Deductions and Credits			P
Schedule K-1 (TC-41K-1)	Beneficiary’s Share of Income, Deductions and Credits					P
Schedule K-1 (TC-65)	Partner’s Share of Utah Income, Deductions and Credits				P
Schedule M (TC-20)	Corporations Included in Combined Filing		P
Schedule M (TC-20S)	Qualified Subchapter S Subsidiaries Incorporated, Qualified & Doing Business in Utah			P
Schedule N (TC-20S)	Pass-Through Entity Withholding Tax			P
Schedule N (TC-41N)	Pass-Through Entity Withholding Tax					P
Schedule N (TC-65)	Pass-Through Entity Withholding Tax				P
TC-20	Corporation Franchise and Income Tax Return		P
TC-20MC	Tax Return for Miscellaneous Corporations		P
TC-20S	S Corporation Return			P
TC-40	Individual/Amended Income Tax Return	P
TC-40A	Income Tax Supplemental Schedule	P
TC-40B	Nonresident or Part-Year Resident Schedule	P
TC-40H	Historic Preservation Tax Credit	P		P	P	P
TC-40R	Recycling Market Development Zones Tax Credit	P	P	P	P	P
TC-40S	Credit for Income Tax Paid to Another State	P
TC-40T	Live Organ Donation Expenses Credit	P
TC-40W	Withholding Tax Schedule	P
TC-41	Fiduciary Income Tax Return					P
TC-41A	Fiduciary Supplemental Schedule					P
TC-41B	Non- or Part-Year Resident Estate or Trust Schedule					P
TC-41C	Bankruptcy Estate Schedule					P
TC-41S	Credit for Income Tax Paid to Another State					P
TC-41W	Withholding Tax Schedule					P
TC-65	Partnership/Limited Liability Partnership/Limited Liability Company Return				P
TC-131	Statement of Person Claiming Refund Due a Deceased Taxpayer	P
TC-250	Credits Received from Upper-Tier Pass-Through Entities and Mineral Production Withholding Tax Credit on TC-675R			P	P	P
TC-544	Partnership Return Payment Coupon				P
TC-546	Individual Income Tax Prepayment Coupon	P
TC-547	Individual Income Tax Return Payment Coupon	P
TC-548	Fiduciary Income Tax Prepayment Coupon					P
TC-549	Fiduciary Income Tax Return Payment Coupon					P
TC-559	Corporation/Partnership Payment Coupon		P	P	P
TC-737	Power of Attorney and Declaration of Representative	P	P	P	P	P
TC-804	Individual Income Tax Payment Agreement Request	P
TC-804B	Business Tax Payment Agreement Request		P	P	P	P
TC-831	Request to Elect-Out of Electronic Filing	P
TC-8857	Request for Innocent Spouse Relief	P

Tax Law Changes

• Additional personal exemption for a dependent born in 2023 — The Utah legislature passed HB 54, allowing an additional personal exemption for a qualifying dependent born in 2023.

• Earned Income Tax Credit — The Utah legislature passed HB 54, limiting the Utah Earned Income Tax Credit to the amount of Utah earned income.

• Solar energy systems — The maximum Renewable Residential Energy Systems Credit (credit 21) for solar power systems installed in 2023 is $400.

• Tax credits for adoption expenses — The Utah legislature passed HB 130, repealing the Special Needs Adoption Credit and enacting both a refundable and nonrefundable adoption expense tax credit (codes ME and AS).

• Utah tax rate — The Utah legislature passed HB 54, lowering the state individual, corporation, and fiduciary income tax rate from 4.85% à 4.65%.