When filing Idaho state taxes, individuals typically need to use Form 40 if they are residents or Form 43 if they are part-year residents or non-residents. Additionally, if a filer is claiming the Idaho Grocery Credit, they will need to complete the Grocery Credit Form. It is essential to gather all necessary documentation that supports the income reported on these forms, which generally includes W-2 forms from employers, 1099 forms for any other income such as freelance work or investments, and records of any tax deductions or credits you plan to claim.
Moreover, it is advisable to have your previous year’s tax return handy, as it can provide valuable context for your current filing. Documentation showing any tax payments made during the year, such as estimated payments, should also be collected. If the filer owns a business, additional forms such as Schedule C or Schedule F may be required, depending on the nature of the business activities.
In the case of specific situations, such as claiming deductions for medical expenses or mortgage interest, supporting documentation such as receipts, invoices, and interest statements will be necessary. For more detailed and specific requirements regarding forms and documentation, it may be helpful to refer to the Idaho State Tax Commission website, which provides up-to-date resources and guidance on tax filing requirements.