For Individuals

LDR issues guidance for taxpayers on recently passed legislation

The Louisiana Department of Revenue (LDR) issued guidance for taxpayers, in the form of Revenue Information Bulletins (RIB) and new worksheets, for tax legislation recently passed during the 2015 Regular Legislative Session.

LDR will be releasing worksheets to assist with the legislative changes under Acts 109, 125 and 133. The worksheets are:

  • R540CRW Refundable Credits Reduction Worksheet for use when filing Forms IT-540, IT-540B or IT-540B-NRA
  • R620CRW Refundable Credits Reduction Worksheet for use when filing Forms CIFT 620, IT-541, or R-6922
  • R540CNR Nonrefundable Credits Reduction Worksheet for use when filing Forms IT-540, IT-540B or IT-540B-NRA
  • R620CNR Nonrefundable Credits Reduction Worksheet for use when filing Forms CIFT 620, IT-541, or R-6922
  • R-540-G1 Credit for Taxes paid to other states worksheet for use when filing Form IT-540 and IT-541.

The worksheets must be attached to tax returns. If taxpayers do not attach the worksheets to their tax returns, LDR will assume that the adjustments under Acts 109, 125 or 133 have not been made and will reduce the credits as required by the new legislation.

Tax Returns

540CU R
Resident Consumer Use Tax
04/01/2016 -
Form 540CU R
540CU-NR
Nonresident Consumer Use Tax
04/01/2016 -
Form 540CU-NR
IT-540ES
2016 Estimated Tax Voucher for Individuals
01/01/2016 - 12/31/2016
Form IT-540ES
Form IT-540ESi Instructions
R-1035
Consumer Use Tax Return and Payment Coupon
04/01/2016 -
Form R-1035
R-10611
Motion Picture Investment Tax Credit Schedule
01/01/2016 -
Form R-10611
R-10613
New Markets Tax Credit Transfer Form
11/01/2009 -
Form R-10613
R-1089
Owner of Newly Constructed Accessible Home Tax Credit for Individuals
01/01/2012 -
Form R-1089
R-3302
Gift Tax Return of Donor
08/01/2009 -
Form R-3302
R-3318
Inheritance and Estate Transfer Tax Return
11/01/2008 -
Form R-3318
Form R-3318i Instructions
R-541ES
Fiduciary Income Tax Declaration of Estimated Tax
01/01/2016 - 12/31/2016
Form R-541ES
R-5629
Comsumer Excise Tax Return
04/01/2016 -
Form R-5629
R-5629
Consumer Excise Tax Return
08/01/2015 - 03/31/2016
Form R-5629
R-6140
Credit Utilization Form
07/01/2016 -
Form R-6140
R-6145
Transferee's Tax Credit Information Disclosure Authorization
01/01/2014 -
Form R-6145
R-6170
Transferable Credit Payment Voucher
01/01/2014 -
Form R-6170
R-6922ES
Declaration of Estimated Tax for Composite Partnership
01/01/2016 - 12/31/2016
Form R-6922ES

General Forms

R-1040
Quality Jobs Income Tax Rebate Claim
01/01/2015 -
Form R-1040
R-10605
Application for Deduction for Employment of Certain Qualified Disabled Individuals
01/01/2015 - 12/31/2016
Form R-10605
R-1111
Interest Rate Schedule Collected on Unpaid Taxes
01/01/1990 - 12/31/2016
Form R-1111
R-19023
Request for Louisiana Tax Assessment and Lien Payoff
09/01/2010 -
Form R-19023
R-19026
Installment Request for Individual Income
08/01/2015 -
Form R-19026
R-2000
Louisiana Identity Theft Affidavit
07/12/2012 -
Form R-2000
R-20128
Request for Waiver of Penalty for Delinquency
01/01/2016 -
Form R-20128
R-20130
Request for Compromise of Interest
01/01/2008 -
Form R-20130
R-20131
Request for Abatement of Interest
01/01/2008 -
Form R-20131
R-20212
Offer in Compromise Program
07/01/2015 -
Form R-20212
R-20223
Statement of Financial Condition for Individuals
06/01/2013 -
Form R-20223
R-3400
Certification of Donation or Contribution of Property of a Sophisticated and Technological Nature
01/01/2016 -
Form R-3400
R-6404
Affidavit of Waiver of Restrictions and Delays
01/01/2011 -
Form R-6404
R-6463
Application for Extension of Time to File Partnership Return
01/01/2012 -
Form R-6463
R-6466
Application for Extension of Time to File Fiduciary Return
01/01/2014 -
Form R-6466
R-6505
Individual Income Tax Name and Address Change Form
01/01/2016 -
Form R-6505
R-6642 (IT-710)
Statement of Claimant to Refund Due on Behalf of Deceased Taxpayer
01/01/2016 -
Form R-6642 (IT-710)
R-7004
Tax Information Disclosure Authorization
12/01/2016 -
Form R-7004
Form R-7004i Instructions
R-7006
Power of Attorney and Declaration of Representative
01/01/2005 -
Form R-7006
R-8350MJ
Affidavit of LDR Refund Check Endorsement Forgery for Married Filing Jointly Filing Status
01/01/2016 -
Form R-8350MJ
R-8350SF
Affidavit of LDR Refund Check Endorsement Forgery for Single Filing Status
01/01/2016 -
Form R-8350SF
R-8352MJ
LDR Affidavit of Fraudulent Refund Deposit for Married Filing Jointly Filing Status
01/01/2016 -
Form R-8352MJ
R-8352SF
LDR Affidavit of Fraudulent Refund Deposit for Single Filing Status
01/01/2016 -
Form R-8352SF

Natural Disaster Sales Tax Refund Claims

R-1362
Natural Disaster Claim for Refund of State Sales Taxes Paid (R-1362D and R-1362S are also contained in this form.)
08/01/2016 -
Form R-1362
Form R-1362i Instructions