Vermont State Income Tax

Return Instructions

Middlebury College

Tax Return 2016Deadline for Federal and State Tax Return: April 18, 2017

STATE TAX RETURN 2015

• Please fill out the IN-113 form if you received any of the following from a different state (other than VT):

- 1090

- 1042S

- W2

Note: If applicable, Form IN-113 has to be filled out before filling out Form IN-111 (see instructions in subsequent pages).If you earned income in more than one state, you need tofile a separate tax return for every state.

• Otherwise, please fill out the IN-111 for all Vermont State Tax

return. You will find the tax return forms here:

• http://tax.vermont.gov/sites/tax/files/documents/2016-IN-111.pdf

• http://tax.vermont.gov/sites/tax/files/documents/2016-IN-113.pdf

Things needed for State Tax Filing:

Black or Blue pen (Write in capital letters on all forms)

Social Security or Individual Taxpayer Identification Number if

you have either

Federal Income Tax Return forms (1040NR-EZ or 1040 NR)

W2, 1042-S, 1099, etc.

You may also be asked to provide identification at some time.

Notes: If you earned more than $100 for year 2016 as a state resident, you are required to

file a Vermont Tax Return. If you earned $1,000 or more as a nonresident you must file.

Please carefully read the instructions on the form and on this PowerPoint.

The instructions on the form (subtract, add, etc) will help you to fill it out.

Assume all form examples s are for the new year – 2016.

Form IN-111

(for LS faculty, staff or

student enter “999”.)

VT School District Code for

Middlebury College = “120”.Box no. MC, 14 OLD CHAPEL ROAD(Middlebury College)

ORa different address that you will be residing at in the US or abroad in 2017.

Enter “01” if you are

claiming exemptions

for yourself.

Refer to Line 10 of your 1040NR-EZ or

Line 36 of your 1040NR.

Refer to Line 14 of your 1040NR-EZ or

Line 41 of your 1040NR.

If none, same as Line 11.

If none, same as Line 13.

Typically none

Typically none

Tax Table: Take the amount in box 15 to check in what range it lies and put in the corresponding value in box 16.

Here is the link to the tax table: http://tax.vermont.gov/sites/tax/files/documents/2016-IN-111-Instr.pdf

(Tax tables are found on pages 11-17 of the booklet) The tables below are for example only and are for 2013.

Enter the amount determined from the VT tax tables (Can be found in the Tax return

booklet)

Enter 100% for

all state taxes

paid in VT

only .

Same as line 16

Typically none

Typically none

Same as line 18

If line 21 is 100%,

then line 22 is same as

line 20.

23-25: Usually zero unless

you already paid some tax.

Form W-2, Box 17

+ Form 1042S, Box 23 (State

Income Tax).

Typically zeros

Line 22

Line 26

Line 28

29a-29d: Usually zeros

Line 31a

Enter amount

from Line 22

as directed.

Typically none

If Line 31h is greater

than Line 30: enter the

difference.

Otherwise, zero

Line 32If Line 31h is

smaller than

Line 30: enter

the difference.

Otherwise, zero.

Line 35

Your signature.

Date of completion.

Enter student, teacher or what applies to you.

Ignore this section

Typically none

Typically none

Typically none

FORM IN-113

• If you worked or received aid in other states besides VT, you will have to file IN-113.

• You need to complete IN-111 as well if you use form IN-113

Note: You will use the INCOME ADJUSTMENT % , Line 43 from Form IN-113 for IN-111’s INCOME

ADJUSTMENT %, Line 21 to calculate your IN-111’s ADJUSTED VT INCOME TAX, Line 22

• Please read and follow the instructions on the PowerPoint and on Form IN-113 well.

Enter amount from form

1040 NR-EZ (line 7) or

for 1040 NR (add lines 8

+11 +12).

Enter amount from form

1099G, if applicable.

Enter the amounts below using your Federal income tax

return (both parts A and B of a line must be filled out).

Please read the

categories

carefully and

ignore those that

don’t apply to

you. Usually most

will not apply to

you.

Please read the

categories

carefully and

ignore those that

don’t apply to you.

Usually most will

not apply to you.

Please read the

categories

carefully and

ignore those that

don’t apply to you.

Usually most will

not apply to you.

Add Lines 1-15 Add Lines 1-15

Copy amounts from Lines 16A and 16B

Form 1040NR: Add lines

27 and 29 for Line 20

Note: All the other

lines that do not

have

instructions are

typically zeros.

Form 1040NR: Line

24 for Line 26

Add Lines 17-27Add Lines 17-27

Subtract Line 28A from 16A

Subtract Line 28B from 16B

Subtract Line 30 from 29

Line 29

Line 31

Note: All other lines that

do not have

instructions are

typically zeros.

The total amount of income not subjected

to VT income tax: Line 33 for Line 41

The VT income subject to VT income tax:

Subtract Line 41 from Line 32 for Line 42

Divide Line 42 by Line 32 to get a

percentage

Enter on Form IN-111 in Line 21

MAILING VT TAX FORMS:Checklist to go over the sequence of forms, starting first (or in front) with:

A copy of 1042-S (if applicable)

W-2 (if applicable)

1099MISC (if applicable)

IN-111(Please remember to sign it)

Postal Mailing addresses:

If you are receiving a refund or have no taxes due, send your tax return:

VT Department of Taxes

PO Box 1881

Montpelier, VT 05601-1881

If you owe money to state, include a check payable to “VT Department of Taxes” and send

the check or money order along with the other tax forms:

VT Department of Taxes

PO Box 1779

Montpelier, VT 05601-1779

Note: If you want to pay by credit/debit card please visit the link below:

https://secure.vermont.gov/vtpay/user

Note: If this is your first Vermont return, you must copy and attach your Federal return (1040NR);

and your passport and visa pages. Beginning this year, Vermont is also asking for additional

identification for some filers. PLEASE RESPOND TO ANY CORRESPONDENCE TIMELY.