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Blank Colorado 104X PDF Form

The Colorado 104X form is an Amended Colorado Income Tax Return used to correct errors on your original individual income tax return for the year 2010. This form allows taxpayers to adjust their income, deductions, and credits, ensuring accurate tax reporting. Completing the 104X can lead to either a refund or an amount owed, depending on the adjustments made.

The Colorado 104X form, officially known as the Amended Colorado Income Tax Return, serves as a vital tool for individuals who need to correct errors on their previously filed 2010 income tax returns. This form is specifically designed for taxpayers who have discovered discrepancies in their reported income, deductions, or tax credits and wish to amend their returns accordingly. By completing the 104X, taxpayers can accurately report their income and any adjustments, ensuring compliance with state tax regulations. The form includes sections to calculate any additional tax owed or refunds due, depending on the changes made. Taxpayers must also provide supporting documentation, such as explanations for the amendments and any necessary attachments, to validate their claims. For those who filed as part-year residents or nonresidents, the corrected Form 104PN must be included. Furthermore, if the amendment is due to adjustments from the Internal Revenue Service, a copy of the federal revenue agent’s report is required. The 104X also accommodates situations involving deceased taxpayers and offers options for direct deposit of refunds. Understanding the intricacies of this form is essential for ensuring that taxpayers accurately address their tax obligations and maximize their potential refunds.

Document Example

FORM 104X instRuctiOns

The 2010 Form 104X, Amended Colorado Income Tax Return, is used to correct your 2010 individual income tax return. For more information or any questions pertaining to income, additions, subtractions, credits, etc., refer to the income tax book for 2010, or call the Department of Revenue at (303) 238-SERV (7378). You can also obtain forms and information from the Web site at WWW.TAXCOLORADO.COM

Complete Form 104X showing the correct amounts for income, additions, subtractions, taxes and credits.

AMOunt OWED

Lines 30 through 36 compute the amount owed to the state on the amended return. Any decrease in the amount of the overpayment (line 30) or increase in the amount owed (line 31) will indicate that an amount is owed with the amended return.

REFunD AMOunt

Lines 37 through 41 compute the amount of credit available on the amended return. Any increase in the amount of the overpayment (line 37) or decrease in the amount owed (line 38) will indicate that an overpayment is available with the amended return. The overpayment can be credited to estimated tax (line 40) for the tax year following the period on the amended return, or can be requested as a refund (line 41).

Attachments:

Attach an explanation of the changes to your return and, if applicable, required attachments (e.g. 104CR, DR 0204) and certiications (e.g. DR 0074). All attachments and certiications must be included with

the amended return even if there is no change to that credit or tax attribute. Part-year residents and nonresidents attach corrected Form 104PN. If this amended return is the result of an adjustment made by the Internal Revenue Service attach a copy of the federal revenue agent’s report with supporting schedules. To expedite your refund, attach a

copy of the federal record of account to support any changes to federal taxable income (such as a mutual fund, brokerage irm or credit union)

in the United States.

Direct Deposit:

Complete the direct deposit information if you want your refund

deposited directly into your account at a United States bank or other inancial institution.

Foreign Address:

If you are entering an address for a foreign country, use the “State” ield for the foreign country and enter the foreign postal code in the “ZIP Code” ield. A Province may be included in the “City” ield with

the city.

Deceased taxpayer:

If the taxpayer died since the original return was iled and you are

requesting a refund, attach a copy of DR 0102 — Claim for Refund

Due Deceased Taxpayer and a copy of the death certiicate. Check

the deceased box after the decedent’s name.

A federal net operating loss carried back to a tax year beginning on or after January 1, 1987, or carried forward will be allowed for Colorado income tax purposes. A nonresident or a part-year resident may carry back or forward that portion of his federal net operating loss that is from Colorado sources or which relates to the Colorado portion of the year.

statute of limitations:

The statute of limitations for iling a Colorado claim for refund is generally four years from the original due date of the return or three years from the date of last payment of tax for the year involved, whichever is later.

The statute of limitations for claiming a refund that is the result of a loss carry-back or an investment tax credit carry-back is four years from the due date of the return for the year in which the loss or credit originated. See FYI General 18.

Protective claims:

If this amended return is being iled to keep the statute of limitations open pending the outcome of a court case or tax determination in

another state that affects your Colorado return, check the protective claim box under reason for iling corrected return.

Change in iling status:

If the amended return is being iled to change the iling status from single or married separate to joint, the taxpayer that iled the single return must be listed irst on the amended return. If both taxpayers have iled single, then either taxpayer can be listed irst and the explanation must specify that one of the original returns was iled

under a different primary Social Security Number (SSN).

If the amended return is being iled to change the iling status from

joint to single or married separate, the taxpayer whose SSN was

listed irst on the joint return should include all applicable tax data in

their amended return. The taxpayer whose SSN was listed second on the joint return must have an explanation that speciies the original return was iled under a different primary SSN.

interest rates on additional amounts due are as follows:

 

January 1 through December 31, 2011.

 

Tax due paid without billing, or paid within 30 days of billing

3%

Tax due paid after 30 days of billing

6%

Mail and make checks payable to:

colorado Department of Revenue Denver cO 80261-0005

FORM 104X (10/26/10)

cOLORADO DEPARtMEnt OF REvEnuE

DENVER CO 80261-0005

(0015)

2010 FORM 104X

AMEnDED cOLORADO inDiviDuAL incOME tAX REtuRn

Departmental Use Only

Reason for amended return (check one):

 

 

 

 

 

 

 

Investment credit carryback from tax year ending _______________________________

 

 

 

 

 

 

 

Federal net operating loss carryback fromtax year ending_________________________

 

 

 

 

 

 

 

Federal net capital loss carryback from tax year ending __________________________

 

 

 

 

 

 

 

Protective claim, attach explanation

Other, attach explanation Changing iling status

Changing residency status

 

 

 

 

LAst nAME

 

FiRst nAME AnD initiAL

 

DEcEAsED

sOciAL sEcuRitY nuMbER

 

 

 

 

 

 

 

 

 

 

 

Yourself

 

 

 

YEs

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Spouse, if joint

 

 

 

YEs

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Mailing Address

 

 

 

 

Your telephone number

 

 

 

 

 

(

)

 

 

 

 

 

 

 

 

 

 

 

 

 

City

State

ZIP Code

Email

AS AMENDED

1EntER AMOunt from federal Form 1040, line 43; or from federal Form 1040 A, line 27; or from federal

 

Form 1040 EZ, line 6 (Federal Taxable Income)

1

ADDitiOns tO FEDERAL tAXAbLE incOME

 

2

Enter the state income tax deduction, if any, from line 5 of Schedule A of your federal Form 1040,

2

3

Other additions, explain:

3

4

Total of lines 1 through 3

4

 

subtRActiOns FROM FEDERAL tAXAbLE incOME

 

5

Enter the state income tax refund, if any, you reported on line 10 of your federal Form 1040

5

6

United States government interest

6

7

Pension-annuity subtraction, taxpayer

7

8

Pension-annuity subtraction, spouse

8

9

Colorado source capital gain (5 year assets acquired on or after 5/9/94)

9

10 Tuition program contribution

10

11

Qualifying charitable contribution

11

12 Other subtractions, see instructions and check applicable box: PERA contribution made in 1984–1986;

 

 

DPSRS contributions made in 1986; tier I or II railroad beneits; qualiied reservation income;

 

 

wildire mitigation measures

12

13 Total of lines 5 through 12

13

14 cOLORADO tAXAbLE incOME, line 4 minus line 13

14

.00

.00

.00

.00

.00

.00

.00

.00

.00

.00

.00

.00

.00

.00

GO tO tHE tAX tAbLE On PAGEs 22 AnD 23 OF tHE FORM 104 bOOKLEt WitH YOuR tAXAbLE incOME FROM LinE 14 tO FinD YOuR tAX.

FuLL-YEAR REsiDEnts EntER YOuR tAX On LinE 15. PARt-YEAR REsiDEnts AnD nOnREsiDEnts GO tO FORM 104Pn.

stAPLE W-2, W2-G, AnD 1099 FORMs HERE (only if Colorado tax withheld is reported on the form)

incOME tAX, PREPAYMEnts AnD cREDits

 

15 cOLORADO tAX from the tax table.

 

Part-year residents and nonresidents enter tax from line 36, Form 104PN

15

16 Alternative minimum tax from Form 104AMT

16

17 Recapture of prior year credits

17

18 Total of lines 15 through 17

18

19 Total non-refundable credits from line 47, form 104CR (may not exceed total tax on lines 15 and 16)

19

20 Net Tax, line 18 minus line 19

20

21 cOLORADO incOME tAX WitHHELD from wages and winnings

21

22EstiMAtED tAX payments and credits; extension payments; and amounts withheld

on nonresident real estate sales and partnership/S corp/iduciary income

22

23 Total refundable credits from line 9, Form 104CR

23

24 Total of lines 21 through 23

24

AMEnDED

 

.00

.00

.00

.00

.00

.00

.00

.00

.00

.00

25Enter the amount from federal Form 1040, line 37; or from federal Form 1040A,

line 21; or from federal Form 1040EZ, line 4 (Federal Adjusted Gross Income)

25

.00

if you want the Department of Revenue to compute and mail your refund, or compute your balance due and mail a bill, stop here and leave lines 26 through 41 blank. if you want to compute the refund or balance due yourself, continue with line 26.

26 If line 24 is larger than line 20, enter your overpayment

26

27 Enter the overpayment from your original return or as previously adjusted

27

28 If line 20 is larger than line 24, enter the amount owed

28

29 Enter the amount owed from your original return or as previously adjusted

29

cOMPutE tHE AMOunt i OWE

 

.00

.00

.00

.00

30 Line 27 minus line 26, but not less than zero

30

31 Line 28 minus line 29, but not less than zero

31

32 Additional tax due, total of lines 30 and 31

32

33 Interest due on additional tax

33

34 Penalty due

34

35 Estimated tax penalty due

35

36 Payment due with this return, add lines 32 through 35

Paid by EFt 36

.00

.00

.00

.00

.00

.00

.00

The State may convert your check to a one time electronic banking transaction. Your bank account may be debited as early as the same day received by the State. If converted, your check will not

be returned. If your check is rejected due to insuficient or uncollected funds, the Department of Revenue may collect the payment amount directly from your bank account electronically.

cOMPutE YOuR REFunD

 

 

37 Line 26 minus line 27, but not less than zero

37

38 Line 29 minus line 28, but not less than zero

38

39 Overpayment, total of lines 37 and 38

39

40 Amount you want credited to your 2011 estimated tax

40

41 Refund claimed with this return, line 39 minus line 40

41

Routing number

Type: Checking

Savings

.00

.00

.00

.00

.00

Account number

siGn YOuR REtuRn

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

Your Signature

Spouse’s Signature. If joint return, BOTH must sign.

 

 

 

 

 

Date

 

Year of Birth

Date

Year of Birth

 

 

 

 

 

 

MAiL YOuR REtuRn tO:

Paid Preparer’s Name, Address and Telephone Number

 

COLORADO DEPARTMENT OF REVENUE

 

 

 

DENVER, CO 80261-0005

 

 

 

 

 

 

 

Documents used along the form

The Colorado 104X form is essential for individuals who need to amend their income tax returns. However, several other documents often accompany this form to ensure a complete and accurate submission. Below is a list of these forms and documents, each serving a specific purpose in the amendment process.

  • Form 104CR: This form is used to claim a credit for taxes paid to another state. If you are amending your return to include such a credit, this form must be attached.
  • Form DR 0204: This is the Colorado Individual Income Tax Return Extension form. If you filed for an extension, you may need to include this with your amended return.
  • Form DR 0074: This certification form is necessary for certain tax credits. If your amendment affects a credit that requires certification, include this form.
  • Texas Motor Vehicle Bill of Sale: This legal document is important when transferring ownership of a vehicle. For more details, visit https://topformsonline.com/texas-motor-vehicle-bill-of-sale.
  • Form 104PN: Part-year residents and nonresidents must attach this form to indicate their income earned in Colorado. It helps clarify the tax obligations for those who lived in the state for only part of the year.
  • Federal Revenue Agent’s Report: If the IRS has made adjustments to your federal return, attach a copy of this report to support the changes made on your Colorado amendment.
  • Direct Deposit Information: If you wish to receive your refund via direct deposit, complete this section on the 104X form. It ensures your refund is deposited directly into your bank account.
  • DR 0102: This form is required if the taxpayer has passed away. It allows the estate to claim any refund due on behalf of the deceased taxpayer.

Submitting the Colorado 104X form along with the appropriate attachments is crucial for a smooth amendment process. Ensuring that all necessary documents are included will help avoid delays and facilitate the proper handling of your amended return.

How to Fill Out Colorado 104X

Filling out the Colorado 104X form requires careful attention to detail. It is essential to ensure that all information is accurate and complete. This form is used to amend a previously filed Colorado income tax return. Follow the steps below to fill out the form correctly.

  1. Obtain the Colorado 104X form from the Department of Revenue's website or your local tax office.
  2. Fill in your last name, first name, and initial in the designated fields.
  3. Provide your Social Security Number and check the box if you are deceased.
  4. Enter your mailing address, city, state, and ZIP code.
  5. Input your telephone number and email address.
  6. In the "As Amended" section, enter the amount from your federal Form 1040, line 43, or the equivalent line from other federal forms.
  7. Complete the Additions to Federal Taxable Income section by entering any applicable amounts, including the state income tax deduction.
  8. List any other additions and provide explanations where necessary.
  9. Calculate the total of the additions and enter it in the designated line.
  10. Move on to the Subtractions from Federal Taxable Income section and enter any applicable amounts, including state income tax refunds and other subtractions.
  11. Calculate the total of the subtractions and enter it in the appropriate line.
  12. Determine your Colorado taxable income by subtracting the total subtractions from the total additions.
  13. Refer to the tax table on pages 22 and 23 of the Form 104 booklet to find your tax based on your taxable income.
  14. Complete the Income Tax, Prepayments, and Credits section by entering the amounts for Colorado tax withheld, estimated tax payments, and any other credits.
  15. Calculate your net tax by subtracting non-refundable credits from your total tax.
  16. Determine if you have an overpayment or amount owed by comparing the total refundable credits to your net tax.
  17. Fill out the amount you want credited to your estimated tax or the refund claimed with this return.
  18. Provide your routing number and account number if you choose direct deposit for your refund.
  19. Sign and date the return. If filing jointly, both spouses must sign.
  20. Attach any required documentation, such as explanations for changes or supporting forms.
  21. Mail your completed form to the Colorado Department of Revenue at the address provided on the form.

Similar forms

The Colorado Form 1040 is the standard individual income tax return that residents file annually. Like the 104X, it requires taxpayers to report their income, deductions, and credits. However, the key difference is that the 1040 is used for initial filings, while the 104X is specifically for amendments. Both forms necessitate accuracy in reporting income and tax obligations, but the 1040 does not involve corrections made after the original submission.

The IRS Form 1040X serves a similar purpose at the federal level. This form allows taxpayers to amend their federal income tax returns. Just as with the Colorado 104X, the 1040X requires individuals to provide updated information regarding income, deductions, and credits. The process of filing a 1040X also mirrors that of the Colorado 104X, as both forms require an explanation of the changes made to the original return.

The Form 104CR, Colorado Individual Income Tax Credit, is another document that shares similarities with the 104X. While the 104CR is used to claim specific tax credits, it may also be attached to the 104X when claiming additional credits due to amendments. Both forms necessitate careful attention to detail, as errors can lead to delays in processing or incorrect tax obligations.

Form DR 0204, the Colorado Tax Credit for Contributions to a Qualifying Charity, is related in that it may be referenced or attached when amending a return. Taxpayers who initially failed to claim this credit can use the 104X to correct their filings. Thus, both forms emphasize the importance of ensuring that all eligible credits are accurately reported.

Understanding the intricacies of tax forms is essential for effective filing, particularly when it comes to forms like the Colorado 1040, 104X, and the IRS Form 1040X. A comprehensive approach to tax filing can prevent errors and ensure all eligible credits and deductions are claimed. For those looking for guidance on legal documents related to financial matters, such as the Durable Power of Attorney, resources like smarttemplates.net can provide valuable insight and templates to help navigate these important decisions.

The Form 104PN, used by part-year residents and nonresidents, is similar in that it must be attached to the 104X when applicable. This form helps determine the correct amount of Colorado taxable income for individuals who lived in the state for only part of the year. Both forms require careful calculations to ensure compliance with state tax laws.

Form DR 0074, the Certification of a Qualifying Child, can also be connected to the 104X. When taxpayers amend their returns to claim dependents or adjust their filing status, they may need to include this certification. The requirement for supporting documentation is a commonality shared between the two forms, reinforcing the need for thoroughness in tax filings.

Lastly, the Claim for Refund Due Deceased Taxpayer (Form DR 0102) is relevant for those filing a 104X on behalf of a deceased individual. This form is necessary when seeking refunds for tax returns that were originally filed by the deceased. Both forms highlight the importance of providing accurate information and necessary documentation to ensure that refunds are processed correctly and efficiently.

Frequently Asked Questions

What is the purpose of the Colorado 104X form?

The Colorado 104X form, also known as the Amended Colorado Income Tax Return, is specifically designed to correct errors or omissions in your previously filed individual income tax return for the year 2010. This form allows taxpayers to amend their income, additions, subtractions, taxes, and credits. If you discover mistakes after submitting your original return, using the 104X form ensures that your tax records are accurate and up-to-date.

How do I determine if I owe money or will receive a refund?

To find out whether you owe money or are entitled to a refund, you will need to complete specific lines on the 104X form. Lines 30 through 36 will help you compute any amount owed to the state. If your amended return shows a decrease in overpayment or an increase in the amount owed, you will need to pay that amount. Conversely, lines 37 through 41 will help you calculate any refund. An increase in overpayment or a decrease in the amount owed indicates that you may be eligible for a refund. You can choose to credit this refund toward your estimated tax for the following year or request it as a cash refund.

What attachments are required when submitting the 104X form?

When filing the 104X form, it is important to include all necessary attachments to support your amendments. These may include:

  • An explanation of the changes made to your return.
  • Any required forms, such as the 104CR or DR 0204, if applicable.
  • Certifications like DR 0074, even if there is no change to that credit or tax attribute.
  • If you are a part-year resident or nonresident, you must attach the corrected Form 104PN.
  • If your amendment is due to an IRS adjustment, include a copy of the federal revenue agent’s report.

Including these attachments is crucial for the processing of your amended return and to ensure that all changes are properly documented.

What should I do if the taxpayer is deceased?

If the taxpayer has passed away since the original return was filed and you are seeking a refund, you will need to take specific steps. First, attach a copy of the DR 0102 form, which is a Claim for Refund Due to Deceased Taxpayer. Additionally, include a copy of the death certificate. It is also necessary to check the deceased box next to the taxpayer's name on the form. These steps are essential for processing the claim correctly and ensuring that the refund is directed to the appropriate party.

Dos and Don'ts

When completing the Colorado 104X form, there are several important guidelines to follow. Here’s a list of things you should and shouldn’t do:

  • Do ensure you are using the correct version of the form for the year you are amending.
  • Don’t forget to attach all necessary documentation, such as explanations for changes and any required forms.
  • Do accurately fill in all amounts, including income, additions, subtractions, and credits, as these are crucial for the processing of your return.
  • Don’t leave any fields blank; if a field does not apply to you, indicate that it is not applicable.
  • Do sign and date the form, as an unsigned return may be considered invalid.
  • Don’t forget to check the box if the taxpayer is deceased and include the necessary documentation.
  • Do double-check all calculations to avoid errors that could delay your refund or result in additional tax owed.