Filing tax returns in Arizona can be difficult. This is an overview of how you file your Arizona state tax return accurately and on time.
Determine Your Filing Status
- Single: Unmarried or legally separated individuals.
- Married Filing Jointly: Married couples can file together, combining their income.
- Married Filing Separately: Married individuals who choose to file separately.
- Head of Household: Unmarried individuals supporting a qualifying person.
- Qualifying Widow(er): Widows or widowers with dependent children can use this status for two years after the spouse’s death.
Know the Filing Deadlines
- The Standard Deadline is April 15th. It may fall on a weekend or holiday, making the new deadline the next business day.
- The Extension Deadline is October 15, 2025. It applies to filings and not to payments. Pay any taxes owed by April 15th to avoid penalties. Ask for assistance from a tax professional for an estimate.
Gather Required Documents
- W-2 Forms are from employers detailing wages and taxes withheld.
- 1099 Forms are for other income types. Examples are freelance work, interest, dividends, etc.
- 1098 Forms are for mortgage interest or tuition payments.
- Receipts for Deductions contain documentation for any deductions or credits you plan to claim. This can be charitable contributions, medical expenses, or education costs.
Choose How to File
- Electronic Filing (e-File) is fast, secure, and accurate. The Arizona Department of Revenue (ADOR) partners with several tax preparation software providers for e-filing. Choose this for faster processing and refunds.
- The traditional way is Paper Filing. Download forms from the ADOR website. You may pick them up at local government offices as well. Mail the completed forms to the address specified on the form instructions.
Use the Correct Forms
- Form 140 is for full-year residents.
- Form 140A is a simplified version for residents with straightforward tax situations.
- Form 140EZ is the simplest form for those with very basic tax scenarios.
- Form 140NR is for non-residents or part-year residents.
- Form 204 is for extension applications.
Calculate Your Tax Liability
- Income Calculation: Add up all sources of income. This includes wages, self-employment, rental income, interest, and dividends.
- Deductions: There are two types of deduction. The first one is the standard deduction. The second is your itemized deduction. These are deducted from your gross income. It determines your taxable income.
- Tax Credits: Apply any tax credits you qualify for. Some are for dependent care, education, or energy-efficient home improvements.
Pay Any Taxes Owed
- Online Payment: The ADOR has online payment options through AZTaxes.gov. You can pay by electronic check or credit card.
- Mailing a Payment: Mail a check or money order with your paper return or payment voucher. This is a payment option for E-filing.
Check Your Refund Status
- “Where’s My Refund?” tool is available on the ADOR website. It lets you check your refund status. E-filed returns are processed faster. Paper returns may take a longer time.
Additional Resources
- Arizona Department of Revenue (ADOR): AZDOR.gov
- IRS: IRS.gov
- Tax Preparation Software: There are software options are available that integrate state and federal filing.
Stay up to date on the latest Arizona tax rules that could affect your return. Tax rates, allowable deductions, and credits can all change, affecting how you file. Consult with a tax professional for more complex tax situations. Certified Public Accountants (CPAs) and enrolled agents can help you in filing tax returns with state and federal tax compliance.