For Individuals

Important! For information on the changes to the 2016 individual income tax, see WHAT’S NEW FOR LOUISIANA 2016 INDIVIDUAL INCOME TAX.

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 released worksheets to assist with the legislative changes under Acts 109, 125 and 133 for filing 2014 or prior tax years. 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

Form	Period	Download
540CU R Resident Consumer Use Tax	04/01/2016 - present	Form 540CU R
540CU-NR Nonresident Consumer Use Tax	04/01/2016 - present	Form 540CU-NR
IT-540 2016 Louisiana Resident Income Tax Return	01/01/2016 - 12/31/2016	Form IT-540 Form IT-540i Instructions Form IT-540i-TT Tax Tables
IT-540B 2016 Louisiana Nonresident Income Tax Return	01/01/2016 - 12/31/2016	Form IT-540B Form IT-540Bi Instructions
IT-540B-NRAi Nonresident Professional Athlete (Instructions)	01/01/2016 - 12/31/2016	Form IT-540B-NRAi
IT-540ES 2016 Estimated Tax Voucher for Individuals	01/01/2016 - 12/31/2016	Form IT-540ES Form IT-540ESi Instructions
IT-541 Fiduciary Income Tax Return and Instructions	01/01/2016 - 12/31/2016	Form IT-541 Form IT-541i Instructions
IT-565 Partnership Return of Income and form IT-565-B Apportionment	01/01/2016 - present	Form IT-565
R-1035 Consumer Use Tax Return and Payment Coupon	04/01/2016 - present	Form R-1035
R-10610 Schedule of Ad Valorem Tax Credit Claimed by Manufacturers, Distributors, and Retailers (For 2016 Tax Year)	01/01/2016 - 12/31/2016	Form R-10610
R-10610-ITE Schedule of Ad Valorem Tax Credit claimed by ITEP Manufacturers and Related Parties (For 2016 Tax Year)	01/01/2016 - 12/31/2016	Form R-10610-ITE
R-10611 Motion Picture Investment Tax Credit Schedule	01/01/2016 - present	Form R-10611
R-10613 New Markets Tax Credit Transfer Form	11/01/2009 - present	Form R-10613
R-1089 Owner of Newly Constructed Accessible Home Tax Credit for Individuals	01/01/2012 - present	Form R-1089
R-210NR Underpayment of Individual Income Tax Penalty Computation- Non- Resident Part Year and Instructions	01/01/2016 - 12/31/2016	Form R-210NR Form 210NRi Instructions
R-210NRA Underpayment of Individual Income Tax Penalty Computation & Instructions	01/01/2016 - 12/31/2016	Form R-210NRA Form R-210NRA-i Instructions
R-210R Underpayment of Individual Income Penalty Computation-Resident Filers and Instructions	01/01/2016 - 12/31/2016	Form R-210R Form R-210Ri Instructions
R-2867 Transmittal of Federal Extension Request for Louisiana Individaual Income Tax Return	01/01/2016 - 12/31/2016	Form R-2867
R-3302 Gift Tax Return of Donor	08/01/2009 - present	Form R-3302
R-3318 Inheritance and Estate Transfer Tax Return	11/01/2008 - present	Form R-3318 Form R-3318i Instructions
R-540INS Request for Refund of Louisiana Citizens Property Insurance Corporation Assessment	01/01/2016 - 12/31/2016	Form R-540INS Form R-INS Supplement Schedule
R-541ES Fiduciary Income Tax Declaration of Estimated Tax	01/01/2016 - 12/31/2016	Form R-541ES
R-5629 Consumer Excise Tax Return	04/01/2016 - present	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 - present	Form R-6140
R-6145 Transferee's Tax Credit Information Disclosure Authorization	01/01/2014 - present	Form R-6145
R-6170 Transferable Credit Payment Voucher	01/01/2014 - present	Form R-6170
R-6180 Net Capital Gains Deduction WorkSheet	01/01/2016 - 12/31/2016	Form R-6180
R-6466 Application for Extension of Time to File Fiduciary (Form IT-541) Return	01/01/2016 - 12/31/2016	Form R-6466
R-6922ES Declaration of Estimated Tax for Composite Partnership	01/01/2016 - 12/31/2016	Form R-6922ES

Electronic Services

Form	Period	Download
R-2868V 2016 Electronically Filed Extension Payment Voucher	01/01/2016 - 12/31/2016	Form R-2868V
R-540V 2016 Electronic Filing Payment Voucher	01/01/2016 - 12/31/2016	Form R-540V
R-6466V Fiduciary Income Tax Electronically Filed Extension Payment Voucher	01/01/2016 - 12/31/2016	Form R-6466V
R-6467V 2016 Composite Partnership Electronically Filed Extension Payment Voucher	01/01/2016 - 12/31/2016	Form R-6467V
R-6922i Instructions-- Louisiana Composite Partnership Return	01/01/2016 - 12/31/2016	Form R-6922i
R-8453 Louisiana Individual Income Tax Declaration from Electronic Filing	01/01/2016 - 12/31/2016	Form R-8453
R-8453F Louisiana Fiduciary Income Tax Declaration for Electronic Filing	01/01/2016 - 12/31/2016	Form R-8453F
R-8453P Louisiana Composite Partnership Tax Declaration for Electronic Filing	01/01/2016 - 12/31/2016	Form R-8453P

General Forms

Form	Period	Download
R-1040 Quality Jobs Income Tax Rebate Claim	01/01/2015 - present	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-10606 Supplemental Worksheet for credit for Taxes Paid to Other States IT- 540 and IT- 541	01/01/2016 - 12/31/2016	Form R-10606
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 - present	Form R-19023
R-19026 Installment Request for Individual Income	01/01/2016 - present	Form R-19026
R-2000 Louisiana Identity Theft Affidavit	07/12/2012 - present	Form R-2000
R-20128 Request for Waiver of Penalty for Delinquency	01/01/2016 - present	Form R-20128
R-20130 Request for Compromise of Interest	01/01/2008 - present	Form R-20130
R-20131 Request for Abatement of Interest	01/01/2008 - present	Form R-20131
R-20212 Offer in Compromise Program	07/01/2015 - present	Form R-20212
R-20223 Statement of Financial Condition for Individuals	06/01/2013 - present	Form R-20223
R-3400 Certification of Donation or Contribution of Property of a Sophisticated and Technological Nature	01/01/2016 - present	Form R-3400
R-6111 Agreement to Transfer Tax Credits	01/01/2016 - 12/31/2016	Form R-6111
R-6404 Affidavit of Waiver of Restrictions and Delays	01/01/2011 - present	Form R-6404
R-6463 Application for Extension of Time to File Partnership Return	01/01/2012 - present	Form R-6463
R-6505 Individual Income Tax Name and Address Change Form	01/01/2016 - present	Form R-6505
R-6642 (IT-710) Statement of Claimant to Refund Due on Behalf of Deceased Taxpayer	01/01/2016 - present	Form R-6642 (IT-710)
R-7004 Tax Information Disclosure Authorization	12/01/2016 - present	Form R-7004 Form R-7004i Instructions
R-7006 Power of Attorney and Declaration of Representative	01/01/2005 - present	Form R-7006
R-8350MJ Affidavit of LDR Refund Check Endorsement Forgery for Married Filing Jointly Filing Status	01/01/2016 - present	Form R-8350MJ
R-8350SF Affidavit of LDR Refund Check Endorsement Forgery for Single Filing Status	01/01/2016 - present	Form R-8350SF

Natural Disaster Sales Tax Refund Claims

Form		Period	Download
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 - present	Form R-1362 Form R-1362i Instructions