Where can i get a 1040ez form

where can i get a 1040ez form

Taxable and Nontaxable Income

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    Updated for Tax Year 2016

    The simplest of the three tax forms you can use to file your federal income taxes is the IRS 1040EZ form.

    IRS Form 1040EZ is the simplest of the three tax forms you can use to file your federal income taxes. If your taxable income is less than 0,000, you don’t claim any dependents and you file as single or are married filing jointly, then you may be eligible to file Form 1040EZ. The one-page form has four short sections that you need to complete. If you’re using TurboTax to do your taxes, we recommend our Free Edition for 1040EZ filers. It allows you to prepare and file your federal return for free.

    As with all tax forms, the top of Form 1040EZ requires you to provide your personal information such as name, address and Social Security number. You can only file Form 1040EZ if your filing status is single or married filing jointly. Since you cannot claim any dependents, you move on to reporting your income in the next section after providing this basic information.

    The only types of income you can list on Form 1040EZ is wages, salaries, tips, taxable interest of ,500 or less, unemployment compensation and Alaska permanent fund dividends. If you have income from sources other than these, such as alimony or dividends, then you will have to file your taxes on either Form 1040 or Form 1040A.

    After providing your income, the form combines your allowable standard deduction and exemptions and deducts it from your gross income to arrive at your taxable income. This is the amount that you will pay tax on.

    Again, when you use TurboTax, these calculations will be done for you.

    The next section, payments, credits and tax, is where you list tax payments you have already made through employer withholding or making estimated tax payments. If you had federal tax withheld from your paycheck, your employer will issue you a W-2 reporting the total amount withheld.

    If you are eligible to claim the making work pay tax credit or the earned income credit, you can claim it in this section. However, these are the only two tax credits you can claim when filing on Form 1040EZ. You then add up all of your payments and credits before calculating the amount of tax you owe on your taxable income. Use the tax tables in the instructions to find the amount of tax you owe for your filing status and taxable income.

    TurboTax will automatically determine which credits you can claim and apply the right tax tables, etc. You’ll just need to answer some simple questions.

    If your total tax payments and credits exceed the tax you calculate, then you have overpaid and are entitled to a refund. When you calculate a refund, you no longer have to wait for a paper check to arrive; you can enter your bank information and have it direct deposited. If you’ve underpaid, then you need to include a payment for the remaining balance with your tax return. You can find directions on how to pay your balance in the instructions for Form 1040EZ.

    Again, TurboTax will do these calculations for you and tell you how big a refund you're getting, or how much you’ll owe.

    It may seem obvious, but many taxpayers forget to sign their returns before mailing them to the IRS. Since a tax return is not valid without signatures, be sure to sign it in the last section. If you are filing jointly, your spouse must sign it too.

    If you use TurboTax to prepare and e-file your return, the personal identification number (PIN) you receive from the IRS serves as your electronic signature. You can get it by calling the IRS at 1-866-704-7388 or by using the .

    Get every deduction

    TurboTax Deluxe searches more than 350 tax deductions and credits so you get your maximum refund, guaranteed.

    Where can i get a 1040ez form

    Taxes can be complicated. As taxpayers, we find that frustrating. So it would make sense, then, that we would snatch up the easiest tax forms that we can find. Only, that's not always the right choice. There are a number of tax forms available, and the key is to pick the one that's the most advantageous for you, not just the one that seems the most simple.

    Here's a quick rundown of the most common forms that are available on the Internal Revenue Service (IRS) website:

    (downloads as a pdf). The key part of the 1040EZ is the "easy9quot; in the title. It's a very simple return. You can opt to file a federal form 1040EZ if you're filing as single or married filing jointly with no dependents (remember, when it comes to kids, nothing is ever easy). If you have dependents or if you're filing as head of household, qualifying widow(er) or married filing separately, you may not use federal form 1040EZ no matter how easy you believe your return to be. You also can't use federal form 1040EZ if you intend to claim the (available to those taxpayers who are blind or over age 65) - those options are only available on the federal form 1040.

    In addition, your taxable income must be less than 0,000. Your income must consist only of wages, salaries and tips (see line 1), taxable interest of less than ,500 (see line 2) and unemployment compensation or Alaska Permanent Fund dividends (see line 3).

    You cannot file a federal form 1040EZ if you have self-employment income (Schedule C), rents (Schedule E) or capital gains and losses (Schedule D).

    You may not itemize deductions (Schedule A) if you use the federal form 1040EZ: you must claim the . Additionally, your available credits are limited to the earned income credit or the nontaxable combat pay election.

    (downloads as a pdf). The most common federal income tax is the federal form 1040. There are no real restrictions (other than residency) that affect your ability to file federal form 1040. It's the longest, most complicated of the form 1040 series but it's also the safest: if you can't decide which form to use, there's no harm in choosing this one.

    (downloads as a pdf). A nice compromise between the federal form 1040 and the federal form 1040EZ is the often neglected federal form 1040-A. You can file a form 1040-A if your taxable income is less than 0,000 and your income is from the same kinds of income as you'd claim on form 1040EZ plus interest (line 8) and dividends (line &); capital gain distributions (line 10); IRA distributions (line 11); distributions from pensions and annuities (line 12); and taxable Social Security and Railroad Retirement Benefits (line 14).

    Unlike federal form 1040EZ, certain "above the line" adjustments may be claimed on a form 1040-A, including educators expenses, IRA deductions, student loan interest deductions and . These are deductions that you can claim even if you don't itemize which is good since you may not itemize deductions on a form 1040-A. You may claim a limited number of tax credits using the form 1040-A, including the child tax credit, education credits, earned income credit, credit for child and dependent care expenses, credit for the elderly or the disabled and the American Opportunity Credit.

    . (downloads as a pdf) The U.S. imposes a tax on worldwide income for its citizens and residents. If you're a nonresident alien (), you pay federal income tax only on U.S. source income. In most cases, you must file a tax return if you are a nonresident alien even if you have no income from your trade or business in the U.S., you have no U.S. source income or if your income is exempt from U.S. tax under a tax treaty (hey, I don't make the rules). There is an exception: you don't need to file if, as a nonresident alien, your only U.S. trade or business was the performance of personal services with wages of less than ,650 and you don't need to file to claim a refund of over- withheld taxes, satisfy additional withholding or claim partially exempt income. Exceptions also apply if you're a nonresident alien student, teacher or trainee in the U.S. temporarily on an "F,9quot; "J,9quot; "M,9quot; or "Q9quot; visa, and you have no taxable income.

    (downloads as a pdf). You can pretty much guess the rules for filing this form. If the rules for filing a form 1040NR apply (see above) and you have no dependents, you can file a form 1040NR-EZ so long as your taxable income is less than 0,000, and your income from U.S. sources is from wages, salaries, tips, refunds of state and local income taxes, and scholarship or fellowship grants. You can't claim any deductions or credits, though, to be fair, those are pretty limited on the form 1040NR, too.

    (downloads as a pdf). The form 1040-SS is a short form for reporting self-employment income if you, or your spouse (if filing a joint return), do not have to file a form 1040 but had net earnings from self-employment of 0 or more (or you had church employee income of 8.28 or more); and are a resident of Guam, American Samoa, the U.S. Virgin Islands, Commonwealth of the Northern Mariana Islands or Puerto Rico.

    Federal Form 1040-PR, Planilla para la Declaración de la Contribución Federal sobre el Trabajo por Cuenta Propia (Incluyendo el Crédito Tributario Adicional por Hijos para Residentes Bona Fide de Puerto Rico) (descarga como un archivo pdf). This is the part where I wow you with my college level Spanish… The form 1040-PR is the Spanish equivalent of the form 1040-SS for residents of Puerto Rico. For information in English, see the explanation for form 1040-SS below. Para obtener información en español, .

    . This is my favorite tax form just because it's so wacky and complicated. The form 1040-C is sometimes referred to "sailing papers" and is used by aliens (folks who are not citizens) who intend to leave the U.S. or any of its possessions for more than an incidental period of time. The purpose of the form is to report and pay federal income tax on income received or expected to be received for the entire tax year. And here's the part that confuses people: despite what I just said, a form 1040-C isn't a final return. You must still file a final income tax return (either a form 1040 or form 1040NR) after your tax year ends. The IRS warns you (again) about this directly on the form:

    (downloads as a pdf). You use form 1040ES to make estimated payments to the IRS throughout the year if you expect to owe tax of ,000 or more when you file your federal income tax return. Unlike many other tax forms, you'll file this form more than once during the year since estimated taxes are paid quarterly. If you skip a payment or make a late payment, you could be subject to penalties. .

    (downloads as a pdf). This is the form the IRS loves best since it's the form you use to mail in your tax payments. Of course, you can always - the IRS really, really wants your money as fast as they can get it.

    (downloads as a pdf). So what happens if you choose the right return, file on time and then you make a mistake? It's not the end of the world. You fix it by filing a federal form 1040X. Do not simply file another return -- it will just confuse IRS, and you don't want to do that. It takes a bit to process an amended return. If you have a , be patient - the IRS says to wait about 8-12 weeks before asking about the status of your refund. If you owe tax, expect to pay interest and possibly penalties, depending on the facts.

    Remember that you may not need to file at all, depending on your filing status and income (more ).

    If you still have questions, check with your tax professional, or reach out to IRS by phone at 1.800.829.1040 - or .

    Want more taxgirl goodness? Pick your poison: follow me on hang out on and , play on or check out my channel. 

    Printable 2016 federal tax forms 1040EZ, 1040A, and 1040 are grouped below along with their most commonly filed supporting IRS schedules, worksheets, 2016 tax tables, and instructions for easy one page access. For most tax payers, your 2016 federal income tax forms must be postmarked by April 18, 2017. IRS income tax returns are based on the tax year January 1, 2016 through December 31, 2016. If you already know which group of federal income tax forms you would like to print, go to , , or now. If you don't know which set of federal income tax forms to use for 2016, please continue reading down this page for instructions.

    File federal Form 1040EZ if you meet these requirements:

  • Filing status is single or married filing jointly.
  • No dependents to claim (children, adults you support).
  • You and your spouse were under age 65 and not blind.
  • Taxable interest income of ,500 or less.
  • Taxable income is less than 0,000.
  • Earnings are from wages, salaries, tips, taxable scholarships or grants, unemployment compensation, Alaska Permanent Fund.
  • No deductions for educator expenses, student loan interest, tuition and fees, or itemized deductions.
  • No credits for education, retirement savings, or health coverage.
  • No advance earned income credit (EIC) received.
  • You CAN claim the earned income credit (EIC) using this form.

    If you meet the above requirements, go to IRS .

    File federal Form 1040A if you meet these requirements:

  • Taxable income less than 0,000.
  • No itemized deductions, mortgage interest, property tax, etc.
  • No capital gain or loss, no other gains or losses.
  • No business income or loss, self-employed, LLC, etc.
  • No farm or fisherman income or loss.
  • No rental, royalty, partnership, S corporation, or trust income.
  • No alimony income received or alimony paid.
  • No household employment taxes.
  • All filing statuses are allowed.
  • Educator expense, IRA deduction, student loan interest, and tuition and fees gross income adjustments are allowed.
  • Credits for child and dependent care expenses, elderly or the disabled, education, earned income credit (EIC), adoption, and retirement savings contributions are allowed.

    If you meet the above requirements, go to IRS .

    You must file federal Form 1040 under these circumstances:

  • Failed the Form 1040EZ and Form 1040A requirements.
  • Taxable income of 0,000 or more.
  • Itemized deductions, interest, property tax, medical, dental, etc.
  • Capital gain or loss, other gains or losses.
  • Business income or loss, self-employed, LLC, etc.
  • Farm or fisherman income or loss.
  • Rental, royalty, partnership, S corporation, or trust income.
  • Received alimony income or paid alimony.
  • Owe household employment taxes.
  • Health savings account deduction.
  • Have moving expenses to claim.
  • Foreign tax credit to claim.
  • Residential energy credits.

    Any US resident taxpayer can file Form 1040, go to IRS .

    If you read through the above requirements and still can't decide between federal Form 1040EZ, Form 1040A, and Form 1040, let's look at it another way. The federal 1040EZ easy form is meant to save you time if you are single or married without kids, have W-2 income, a bank account with some interest income, and maybe collected unemployment compensation in 2016, for example. The number of credits available are very limited but does include the Earned Income Credit (EIC). Federal tax form 1040EZ is just one page long.

    Both the federal 1040A short form and federal 1040 long form are two pages long crammed with lines of credits and adjustments you may or may not use. The federal tax form 1040A instructions booklet is 90 pages long versus the federal tax form 1040 instructions booklet length of 106 pages (tax year 2016). In either case, you will most likely skip credit and deduction line items that you don't need. But what is on those other 16 federal tax form 1040 instruction pages?

    Using the federal 1040 long form might prompt your attention to credits and deductions you missed last year and would have missed again this year, moving expenses, for example. For this reason we recommend that you chose between federal Form 1040EZ, the easy form, and Form 1040 the long not so easy form. While federal income tax form 1040A had good intentions, it would seem that it's just not short any longer.

    Reference: Form 1040, Form 1040A, Form 1040EZ, Forms and Instructions, published by the Department of the Treasury Internal Revenue Service ().

    Last updated: February 26, 2017

    Where can i get a 1040ez form

    Filing your taxes online can result in less hassle, headaches and even less chance for audits. The automated systems can help you get as much money back as you can. It helps lower mistakes made as well. Luckily, there are several places you can file your taxes online. This includes tax forms 1040EZ!

    The success of tax assistance software has prompted the IRS to make the jump to the online world. They now offer two services. One includes step by step help filling tax forms out. The second option, for more advanced tax preparers, includes simply offering fillable tax forms online. The step by step version is restricted to certain taxpayers, however. If you made over ,000 during the tax year, you can’t use the IRS’s system to fill out your tax forms online.

    The non-assisted version has no income limit. It’s a basic version that just looks like blank forms. You prepare your own 1040, 1040A, and the tax forms 1040EZ. This version does not support state tax forms online.

    Both are free to use. They can be found over at the IRS website.

    On top of that, you can download the tax forms you need, including tax forms 1040EZ, from the IRS website. Simply print them out and mail them in.

    There are many companies out there willing to help you fill out your forms. Although they generally charge, if you are using the tax forms 1040EZ, they can be free!

    Here is a small list of tax services you can try.

    Liberty Tax Service

    If you use any of these services to fill out federal tax forms, they can also file your state tax forms online. However, there is almost always a charge for these. On the other hand, they can save you a lot of headache and get you a larger refund. It’s up to you if it’s worth the money.

    Of the three major tax forms, Form 1040EZ is the shortest and simplest to complete.

    You can’t use this form if the 1040EZ restrictions apply to you or you don’t meet the 1040EZ requirements. Instead, you'll have to file Form 1040A or Form 1040.

    These are the restrictions on filing a 1040EZ:

  • You can’t itemize deductions.
  • You can’t have income from:
  • Self-employment
  • Alimony
  • Dividends
  • Capital gains
  • You can't claim credits or deductions, except the Earned Income Credit (EIC). So you can't claim:
  • Charitable donations
  • Mortgage interest paid
  • Credits for child- and dependent-care expenses
  • Education credits
  • Advance premium tax credit/premium tax credit

    If you want to file 1040EZ, all of these must be true:

  • Your filing status is single or married filing jointly.
  • You don't claim dependents.
  • Your taxable income is less than 0,000.
  • Your income sources were only:
  • Wages
  • Salaries
  • Tips reported on your W-2, Boxes 5 and 7
  • Taxable scholarships
  • Taxable fellowship grants
  • Unemployment compensation
  • Alaska Permanent Fund dividends
  • Your taxable interest is ,500 or less.
  • You don't claim adjustments to income, like student-loan interest or an IRA deduction.
  • The only credit you claim is the EIC.
  • You and your spouse, if married filing jointly, were under age 65 and not blind at the end of 2016. If you were born Jan. 1, 1950, you're considered to be age 65 and can’t use Form 1040EZ.
  • You don't owe household employment taxes on wages you paid to a household employee.
  • You aren't a debtor in a Chapter 11 bankruptcy case filed after Oct. 16, 2005.
  • You don’t owe Alternative Minimum Tax (AMT) or aren’t required to file Form 6251: AMT. Form 1040 for 2015 tax year

    Form 1040 (officially, the "U.S. Individual Income Tax Return") is one of three (see for explanations of each) used for personal (individual) federal returns filed with the (IRS) by residents for tax purposes.

    Income tax returns for individual calendar year taxpayers are due by , which is usually April 15 of the next year, except when April 15 falls on a Saturday, Sunday, or a legal holiday. In those circumstances, the returns are due on the next business day. An automatic extension until October 15 to file Form 1040 can be obtained by filing Form 4868.

    Form 1040 consists of two full pages (79 lines in total) not counting attachments. The first page collects information about the taxpayer(s), dependents, income items, and adjustments to income. In particular, the taxpayer specifies his/her and on this page. The second page calculates the allowable deductions and credits, tax due given the income figure, and applies funds already withheld from wages or estimated payments made towards the tax liability. At the top of the first page is the , which allows individuals to designate that the federal government give of the tax it receives to the Presidential election campaign fund. The instructions booklet for Form 1040 is 104 pages as of 2014.

    Altogether, over 147 million returns were filed for Form 1040 and its variants in the year 2014, 80% of which were filed electronically.:4

    Form 1040 (or a variant thereof) is the main tax form filed by individuals who are deemed residents of the United States for tax purposes. The corresponding main form filed by businesses is , also called the U.S. Corporation Income Tax Return.

    An individual is considered a resident of the United States for tax purposes if he or she is a citizen of the United States or a resident alien of the United States for tax purposes.:6 An individual is a resident alien of the United States if he or she passes either the or the , although there are also some other cases; individuals who have taxable income in the United States but fail the criteria for being resident aliens must file as nonresident aliens for tax purposes.:3 While residents of the United States for tax purposes file Forms 1040, 1040A, or 1040EZ, nonresident aliens must file Form 1040NR or 1040NR-EZ. There is also a "dual status alien" for aliens whose status changed during the year.

    Resident aliens of the United States for tax purposes must generally file if their income crosses a threshold where their taxable income is likely to be positive, but there are many other cases where it may be legally desirable to file. For instance, even if not required, individuals can file a return in order to receive a refund on withheld income or to receive certain credits (e.g. ).:6

    The form may be filed either by paper or online.

    Paper filing is the universally accepted filing method. Form 1040, along with its variants, schedules, and instructions, can be downloaded as from the website. Finalized versions of the forms for the tax year (which in the US is the same as the calendar year) are released near the end of January of the following year.

    Paper forms can be filled and saved electronically using a compatible PDF reader, and then printed. This way, it is easy to keep electronic copies of one's filled forms despite filing by paper. Alternatively, they can be printed out and filled by hand. A combination of the approaches may also be used, with some content filled in electronically and additional content written in by hand. As a general rule, where possible, it makes sense to fill electronically, but in some cases filling by hand may be necessary (for instance, if additional notes of explanation need to be added, or the font used for electronic filling is too large to fit the information in the space provided.

    The only parts of the form that cannot be filled electronically are the signature lines.

    The paper Form 1040, along with all relevant schedules and additional forms, must be sent in a single packet by mail or courier to an IRS address determined by the US state the taxpayer is filing from and whether or not a payment is enclosed; the addresses for the three forms (1040, 1040A, 1040EZ) are identical.

    The IRS accepts returns that are stapled or paperclipped together. However, any check or payment voucher, as well as accompanying Form 1040-V, must not be stapled or paperclipped with the rest of the return, since payments are processed separately.

    The IRS allows US residents for tax purposes to file electronically in three ways:

  • Those with incomes of ,000 or less may file electronically using IRS Free File, a free e-filing tool (there are some other conditions necessary to be eligible for free filing; in particular, some kinds of income and deductions cannot be handled by free filing).
  • It is possible to prepare one's tax return using a approved by the IRS and have the software file the return electronically.
  • One can use a tax professional who has been accepted by the IRS for electronic filing.

    Many paid tax preparers are required to file individual tax returns electronically, and most file electronically on the taxpayer's behalf. Even tax preparers who are not so required, must file Form 8948 if they choose paper filing, providing an explanation for why they are not filing electronically.

    If one is not eligible for IRS Free File, it might cost hundreds of dollars to file electronically, whereas paper filing has no costs beyond those of printing and mailing. Furthermore, the available existing electronic filing options may not offer sufficient flexibility with respect to arranging one's tax return, adding attachments, or putting written notes of explanation that can help preempt IRS questions. In addition, electronic filing makes one's tax return more likely to be audited because it is already in a format accessible to the IRS, whereas of paper returns, only 40% are transcribed, so that the remaining are not even in the running for being audited. For these reasons, law resource as well as argue that the more complicated one's tax return, the better it is to file on paper. Filing electronically also exposes the taxpayer's data to the risk of accidental loss or identity theft.

    Form 1040 must be signed and dated in order to be considered valid. If filing jointly with a spouse, both must sign and date. If a return is submitted electronically, individuals must use either a Self-Select PIN or Practitioner PIN.

    If an individual decides not to file a return, the IRS may (after it has sent several reminders) file a substitute return.

    For filing the regular tax return, in addition to the standard Form 1040, there are also two variants: the 1040A and 1040EZ. Form 1040 and 1040A use the same line numbering up to and including line 9; Form 1040EZ uses completely different line numbering. Line numbering is important to keep in mind since many state income tax returns reference line numbers on the 1040. The variants can only be used if a filer wants to take only the standard deduction: if a filer wants to itemize deductions then the 1040 must be used.

    There is also the 1040X, which is used to make amendments to the 1040.

    Form 1040A, 2015 tax year

    The 1040A (nicknamed the "short form") is a shorter version of the standard Form 1040. It is limited to taxpayers with taxable income below 0,000 who take the instead of . The 1040 can always be used instead of the 1040A, but the 1040A can only be used when the restrictions apply.

    The 1040EZ (officially called "Income Tax Return for Single and Joint Filers with No Dependents", but nicknamed the "easy form") is a simplified, six-section version of the 1040. Its use is limited to taxpayers with no dependents to claim, with taxable income below 0,000 who take the instead of itemizing deductions. The 1040 or 1040A can always be used in place of the 1040EZ, but not the other way around.

    The 1040X (officially, the "Amended U.S. Individual Tax Return") is used to make corrections on Form 1040, Form 1040A, and Form 1040EZ tax returns that have been previously filed.

    Accompanying payments[] Form 1040-V[] Form 1040-V payment voucher form

    The 1040-V (officially, the "Payment Voucher for Form 1040") is used as an optional payment voucher to be sent in along with a payment for any balance due on the "Amount you owe" line of the 1040.

    The form is entirely optional. The IRS will accept payment without the 1040V form. However including the 1040-V allows the IRS to process payments more efficiently.

    Form 1040-V and any accompanying payment should be included in the same packet as the tax return, but should not be stapled or paperclipped along with the tax return, since it is processed separately.

    Schedules and extra forms[]

    Form 1040 has 14 attachments, called "schedules9quot;, which may need to be filed depending on the taxpayer. For 2009 and 2010 there was an additional form, Schedule M, due to the "9quot; provision of the ("the stimulus").

    Type Explanation Lines where schedule is referenced or needed in Form 1040 Schedule A against income; instead of filling out Schedule A, taxpayers may choose to take a of between ,300 and ,600 (for tax year 2015), depending on age, , and whether the taxpayer and/or spouse is blind. 40 Schedule B Enumerates and/or income, and is required if either interest or dividends received during the tax year exceed ,500 from all sources or if the filer had certain foreign accounts. 8a, 9a Schedule C Lists income and expenses related to self-employment, and is used by sole proprietors. 12 Schedule D Is used to compute and losses incurred during the tax year. 13 Schedule E Is used to report income and expenses arising from the rental of real property, royalties, or from pass-through entities (like trusts, estates, partnerships, or ). 17 Schedule EIC Is used to document a taxpayer's eligibility for the . 66a Schedule F Is used to report income and expenses related to farming. 18 Schedule H Is used to report taxes owed due to the employment of household help. 60a Schedule J Is used when averaging farm income over a period of three years. 44 Schedule L (Until 2010) was used to figure an increased standard deduction in certain cases. N/A Schedule M (2009 and 2010) was used to claim the (6.2% earned income credit, up to 0). N/A Schedule R Is used to calculate the Credit for the Elderly or the Disabled. 54 Schedule SE Is used to calculate the self-employment tax owed on income from self-employment (such as on a Schedule C or Schedule F, or in a partnership). 57 Is used to calculate the Child Tax Credit. 52, 67

    In 2014 there were two additions to Form 1040 due to the implementation of the —the and the .

    In most situations, other or forms such as Form W-2 must be attached to the Form 1040, in addition to the Form 1040 schedules. There are over 100 other specialized forms that may need to be completed along with Schedules and the Form 1040. However, Form 1099 need not be attached if no tax was withheld. In general, employer-sent forms are used to substantiate claims of withholding, so only forms that involve withholding need to be attached.

    Estimated payments and withholding[]

    For most individuals, is the main way through which taxes are paid. However, income that is not subject to withholding must be estimated using Form 1040-ES. (It may be possible to avoid filing Form 1040-ES by increasing one's withholding and instead filing a .)

    Estimated payments can be made using the .

    Payments, refunds, and penalties[]

    There is a three-year limit to when individuals can claim a tax refund. However, payments that are due must be paid immediately.

    In addition it is possible to apply one's refunds to next year's taxes and also to change one's mind later.

    There is a penalty for not filing a tax return by April 15 that depends on whether the individual got a filing extension and the amount of unpaid taxes. However, since the maximum penalty is 25% of unpaid taxes, if an individual has paid all their taxes, there is no penalty for not filing.

    In addition to making sure that one pays one's taxes for the year by , it is also important to make sure that one has paid partial taxes throughout the tax year in the form of estimated tax payments of employer tax withholding. If one has not done so, then a tax penalty may be assessed. The minimum amount of estimated taxes that need to be paid to avoid penalties depends on a variety of factors, including one's income in the tax year in question as well as one's income in the previous year (in general, if one pays 90% of the current year's tax liability or 100% of the previous year's tax liability during the tax year, one is not subject to estimated tax penalty even if this year's taxes are higher, but there are some caveats to that rule). Employer withholding is also treated differently from estimated tax payment, in that for the latter, the time of the year when the payment was made matters, whereas for the former, all that matters is how much has been withheld as of the end of the year (though there are other restrictions on how one can adjust one's withholding pattern that need to be enforced by the employer).

    When filing Form 1040, the penalty for failing to pay estimated taxes must be included on the form (on line 79) and included in the total on line 78 (if a net payment is due). The taxpayer is not required to compute other interest and penalties (such as penalty for late filing or late payment of taxes). If the taxpayer does choose to compute these, the computed penalty can be listed on the bottom margin of page 2 of the form, but should not be included on the amount due line (line 78).

    Relationship with state tax returns[]

    Each state has separate tax codes in addition to federal taxes. Form 1040 is only used for federal taxes, and state taxes should be filed separately based off the individual state's form. Some states do not have any income tax. Although state taxes are filed separately, many state tax returns will reference items from Form 1040. For example, California's 540 Resident Income Tax form makes a reference to Form 1040's line 37 in line 13.

    Certain tax filing software, such as TurboTax, will simultaneously file state tax returns using information filled in on the 1040 form.

    The Federal government allows individuals to deduct their state income tax or their state sales tax from their federal tax through Schedule A of Form 1040, but not both. In addition to deducting either income tax or sales tax, an individual can further deduct any state real estate taxes or private property taxes.

    OMB control number controversy[]

    One argument used by tax protesters against the legitimacy of the 1040 Form is the OMB Control Number or the Paperwork Reduction Act argument. Tax protesters contend that Form 1040 does not contain an "OMB Control Number" which is issued by the U.S. under the .

    The relevant clauses of the Paperwork Reduction Act state that:

    § 1320.6 Public protection. (a) Notwithstanding any other provision of law, no person shall be subject to any penalty for failing to comply with a collection of information that is subject to the requirements of this part if: (1) The collection of information does not display, in accordance with §1320.3(f) and §1320.5(b)(1), a currently valid OMB control number assigned by the Director in accordance with the Act… (e) The protection provided by paragraph (a) of this section does not preclude the imposition of a penalty on a person for failing to comply with a collection of information that is imposed on the person by statute—e.g., 26 U.S.C. §6011(a) (statutory requirement for person to file a tax return)…

    The Courts have responded to the OMB Control Number arguments with the following arguments. 1) Form 1040, U.S. Individual Income Tax Return has contained the OMB Control number since 1981. 2) As ruled in a number of cases, the absence of an OMB Control number does not eliminate the legal obligation to file or pay taxes.

    Cases involving the OMB Control Number Argument include:

    The United States Court of Appeals for the Sixth Circuit argues that the provisions on the Paperwork Reduction Act are not relevant as the act applies only to information requests made after December 31, 1981 and tax returns starting from 1981 contained an OMB Control Number.

  • United States v. Patridge

    The United States Court of Appeals for the Seventh Circuit rejected the convicted taxpayer's OMB control number argument by stating "Finally, we have no doubt that the IRS has complied with the Paperwork Reduction Act. Form 1040 bears a control number from OMB, as do the other forms the IRS commonly distributes to taxpayers. That this number has been constant since 1981 does not imply that OMB has shirked its duty."

  • United States v. Lawrence

    In this Case, IRS agents who had calculated Mr. Lawrence's tax liability had made an error and it was discovered that Mr. Lawrence owed less taxes than originally determined. Lawrence asked the trial court to order the government to reimburse him for his legal fees, to which the trial court ruled against him. He appealed to the United States Court of Appeals for the Seventh Circuit, contending that the government's conduct against him had been "vexatious, frivolous, or in bad faith." and also raising the OMB Control Number Argument.

    The United States Court of Appeals for the Seventh Circuit rejected the OMB argument stating that

    "According to Lawrence, the Paperwork Reduction Act of 1995 (PRA) required the Internal Revenue Service to display valid Office of Management and Budget (OMB) numbers on its Form 1040…. Lawrence argues that the PRA by its terms prohibits the government from imposing a criminal penalty upon a citizen for the failure to complete a form where the information request at issue does not comply with the PRA. Yet Lawrence conceded at oral argument that no case from this circuit establishes such a proposition, and in fact Lawrence cites no caselaw from any jurisdiction that so holds. In contrast, the government referenced numerous cases supporting its position that the PRA does not present a defense to a criminal action for failure to file income taxes." History[] Original form structure and tax rates[]

    The first Form 1040 was published for use for the tax years 1913, 1914, and 1915. For 1913, taxes applied only from March 1 to December 31. The original Form 1040, available on the IRS website as well as elsewhere, is three pages and 31 lines long, with the first page focused on computing one's income tax, the second page focused on more detailed documentation of one's income and the third page describing deductions and including a signature area. There is an additional page of instructions. The main rules were:

  • The taxable income was calculated starting from gross income, subtracting business-related expenses to get net income, and then subtracting specific exemptions (usually ,000 or ,000). In other words, people with net incomes below ,000 would have to pay no income tax at all. The inflation calculator used by the estimates the corresponding amount in 2015 dollars as ,920.
  • The base income tax rate on taxable income was 1%.
  • High earners had to pay additional taxes. The first high-earning tax bracket, ,000–,000, has an additional tax of 1% on the part of net income above ,000. Thus, somebody with a taxable income of ,000 (over a million dollars in 2015 dollars according to the BLS) would pay a total of 0 (1% of ,000 + 1% of $(50,000 − 20,000)) in federal income tax. At the time (when the United States as a whole was much poorer) these higher taxes applied to fewer than 0.5% of the residents of the United States.

    Just over 350,000 forms were filed in 1914 and all were audited.

    For 1916, Form 1040 was converted to an annual form (i.e., updated each year with the new tax year printed on the form). Initially, the IRS mailed tax booklets (Form 1040, instructions, and most common attachments) to all households. As alternative delivery methods (CPA/Attorneys, Internet forms) increased in popularity, the IRS sent fewer packets via mail. In 2009 this practice was discontinued.

    With the , income tax withholding was introduced. The created standard deductions on the 1040.

    In 1954 the tax return deadline was changed to April 15.

    Form 1040A was introduced in 1941 to simplify the filing process.

    Form 1040EZ was introduced by the Internal Revenue Service for the 1982 tax year. The title of the 1982 form was "Income Tax Return for Single filers with no dependents."

    Electronic filing was introduced in a limited form in 1986, with the passage of the , and starting 1992, taxpayers who owed money were allowed to file electronically. The , jointly managed by the IRS and , started in 1996 and allowed people to make estimated payments.

    Changes to complexity and tax rates[]

    The complexity and compliance burden of the form and its associated instructions have increased considerably since 1913. The has documented the steady increase in complexity from a 34-line form in 1935 to a 79-line form in 2014, while created an animated showing the gradual changes to the structure and complexity of the form. The NTU table is below:

    Tax year Lines, Form 1040 Pages, Form 1040 Pages, Form 1040 Instruction Booklet 2014 79 2 209 2013 77 2 206 2012 77 2 214 2011 77 2 189 2010 77 2 179 2005 76 2 142 2000 70 2 117 1995 66 2 84 1985 68 2 52 1975 67 2 39 1965 54 2 17 1955 28 2 16 1945 24 2 4 1935 34 1 2

    The number of pages in the federal tax law grew from 400 in 1913 to over 72,000 in 2011. The increase in complexity can be attributed to an increase in the number and range of activities being taxed, an increase in the number of exemptions, credits, and deductions available, an increase in the subtlety of the rules governing taxation and the edge cases explicitly spelled out based on historical experience, and an increase in the base of taxpayers making it necessary to offer longer, more explicit instructions for less sophisticated taxpayers. As an example, whereas the initial versions of Form 1040 came only with a included in the tax form itself, the IRS now publishes a complete tax table for taxable income up to 0,000 so that people can directly look up their tax liability from their taxable income without having to do complicated arithmetic calculations based on the rate schedule. The IRS still publishes its rate schedule so that people can quickly compute their approximate tax liability, and lets people with incomes of over 0,000 compute their taxes directly using the Tax Computation Worksheet.

    In addition to an increase in the complexity of the form, the tax rates have also increased, though the increase in tax rates has not been steady (with huge upswings and downswings) in contrast with the steady increase in tax complexity.

    For tax return preparation, Americans spent roughly 20% of the amount collected in taxes (estimating the compliance costs and efficiency costs is difficult because neither the government nor taxpayers maintain regular accounts of these costs). As of 2013, there were more tax preparers in the US (1.2 million) than there were (765 thousand) and (310,400) combined.

    In 2008, 57.8% of tax returns were filed with assistance from paid tax preparers, compared to about 20% of taxpayers employing a paid preparer in the 1950s.:11

    See also[] References[]

  • (PDF). Internal Revenue Service. Retrieved December 28, 2015. 
  • Ellis, Blake. . CNN Money. Retrieved 6 February 2017. 
  • ^ (PDF). Internal Revenue Service. 
  • (PDF). Internal Revenue Service. 
  • (PDF). Retrieved January 1, 2016. 
  • (PDF). Internal Revenue Service. 
  • . Internal Revenue Service. Retrieved December 31, 2015. 
  • . IRS. 
  • . . Retrieved January 1, 2016. 
  • ^ . Internal Revenue Service. Retrieved June 18, 2015. 
  • . . Retrieved January 1, 2016. 
  • . . Retrieved January 1, 2016. 
  • . . Retrieved January 7, 2015. 
  • Fishman, Stephen (October 1, 2012). . . Retrieved January 1, 2016. 
  • Wood, Robert (March 15, 2011). . . Retrieved January 1, 2016. 
  • (PDF). Treasury.gov. TREASURY INSPECTOR GENERAL FOR TAX ADMINISTRATION. 23 March 2007. Retrieved 2 August 2016. IRS employees reported the loss or theft of at least 490 computers between January 2, 2003, and June 13, 2006 . we conducted a separate test on 100 laptop computers currently in use by employees and determined 44 laptop computers contained unencrypted sensitive data, including taxpayer data and employee personnel data 
  • Anderson, Nate (6 April 2007). . . Retrieved 2 August 2016. 
  • . Internal Revenue Service. Retrieved January 1, 2016. 
  • . Internal Revenue Service. November 6, 2014. Retrieved January 1, 2016. 
  • Delafuente, Charles (February 11, 2012). . The New York Times. Retrieved January 1, 2016. 
  • Morrow, Stephanie (September 1, 2009). . . Retrieved January 1, 2016. 
  • . Personal Finance & Money Stack Exchange. Retrieved July 1, 2016. 
  • . TurboTax. Retrieved December 31, 2015. 
  • . Investopedia. Retrieved December 31, 2015. 
  • . TurboTax. Retrieved June 18, 2015. 
  • . Bankrate.com. Retrieved 2013-03-10. 
  • , ()
  • Ashlea Ebeling (4 November 2014). . Forbes. 
  • (PDF). Internal Revenue Service. September 5, 2014. Retrieved December 31, 2015. 
  • Smith, Naomi. . Retrieved January 1, 2015. 
  • (PDF). Internal Revenue Service. 
  • ^ . . Retrieved April 14, 2014. 
  • . . Retrieved April 14, 2014. 
  • ^ . efile.com. Retrieved December 31, 2015. 
  • . TurboTax. Retrieved December 31, 2015. 
  • . TurboTax. Retrieved December 31, 2015. 
  • . Internal Revenue Service. April 18, 2013. Retrieved December 31, 2015. 
  • Blankenship, Jim (May 17, 2011). . . Retrieved January 1, 2016. 
  • ^ . . Retrieved January 1, 2016. 
  • . . Retrieved January 1, 2016. 
  • . . Retrieved January 1, 2016. 
  • . Internal Revenue Service. Retrieved June 28, 2016. 
  • . money.stackexchange.com. Retrieved June 28, 2016. 
  • Chris Khan. . Bankrate. Retrieved July 6, 2016. 
  • (PDF). . Retrieved June 18, 2016. 
  • . . Retrieved June 18, 2016. 
  • . . Retrieved July 6, 2016. 
  • . . Retrieved July 6, 2016. 
  • 5 C.F.R. sec. 1320.6.
  • The OMB control number is in the upper right corner of page 1 of the form. The short forms, Form 1040A and Form 1040EZ, also bear OMB control numbers.
  • 919 F.2d 34, 90-2 U.S. Tax Cas. (CCH) paragr. 50,575 (6th Cir. 1990).
  • United States v. Patridge, 507 F.3d 1092, 2007-2 U.S. Tax Cas. (CCH) paragr. 50,806 (7th Cir. 2007), cert. denied, 552 U.S. ___, 128 S. Ct. 1721 (2008).
  • Judgment, page 2, docket entry 39, March 26, 2007, United States v. Lawrence, United States Court of Appeals for the Seventh Circuit, No. 06-3205.
  • ^ "9quot;. The New York Times. January 6, 1914. p. 3.
  • Jonnelle Marte (April 15, 2015). . MarketWatch. Retrieved July 31, 2016. 
  • (PDF). . October 3, 1913. Retrieved January 1, 2016. 
  • . . Retrieved January 1, 2016. 
  • ^ . . March 27, 1994. Retrieved July 31, 2016. 
  • ^ . . 
  • . Retrieved January 1, 2016. 
  • See Publication 1796-A, IRS Historical Tax Products (rev. Feb. 2007), Internal Revenue Service, U.S. Dep't of the Treasury.
  • ^ . Internal Revenue Service. Retrieved December 31, 2015. 
  • Thorndike, Joseph J. . Tax History Project. Retrieved December 31, 2015. 
  • ^ Tasselmyer, Michael (April 8, 2015). . . Retrieved January 1, 2016. 
  • Yanofsky, David (December 13, 2012). . . Retrieved January 1, 2016. 
  • ^ . Face the Facts USA. . 15 August 2012. Retrieved 27 August 2012. 
  • (PDF). . Retrieved January 1, 2016. 
  • King, Ritchie (April 14, 2013). . . Retrieved January 1, 2016. 
  • by the U.S. Government Accountability Office
  • by Bruce Bartlett
  • . . Retrieved September 16, 2016. 
  • Lawrence Zelenak (2013). . . 

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    Every April, that dreaded day comes along when American wage earners have to file their federal income taxes. The simplest federal return form to file is known as the 1040EZ. Some restrictions on its use do exist, and some of the form's lines can be a bit confusing. Overall, though, the process of filling out a 1040EZ form is relatively simple.

    Determining if You Can Use the Form 1040EZ and Gathering Materials

  • Where can i get a 1040ez form

    Determine if you are eligible to use form 1040EZ. You can file the 1040EZ only if your filing status is single or married filing jointly, both taxpayers are under 65 and not blind, and you do not claim any dependents other than yourselves.

  • Your total taxable income must be less than 0,000, and it must all be derived from wages, salaries, tips reported on your W-2 (usually not unreported tips), taxable scholarship or fellowship grants, unemployment compensation, Alaska Permanent Fund dividends, and/or taxable interest of ,500 or less.
  • The only tax credits you can claim on the 1040EZ are the Earned Income Credit and the Making Work Pay tax credit.
  • If you fall outside of this description, you will need to file either then 1040 or 1040A.
  • Where can i get a 1040ez form

    Gather your W-2 forms. If you are employed, or have been at any point in the year, you'll need the W-2 sent by your employer. If you worked for several different employers over the course of the year, be sure that you go a W-2 from each employer. The forms should arrive before February 15.

  • If you are filing after February 15, and you still don't have your W-2 Wage and Tax Statement, call the Internal Revenue Service (IRS) and provide your name, full address, SSN, dates of employment, and your employer's name, full address and phone. If you don't receive the W-2 within a reasonable period of time, file a substitute W-2. You can print off a blank W-2 at . Make sure you have figured the tax withheld, day for day, until Dec 31.
  • If you have any forms used to report income other than W-2s, you'll need to instead.
  • Where can i get a 1040ez form

    Completing the Top Section

  • Where can i get a 1040ez form

    Fill in the primary taxpayer’s full name and Social Security number on the top line. This should be your full, legal name, as matched to the records of both the Social Security Administration and IRS taxpayer records.

  • If you are married filing jointly, it does not matter which name goes on top, so long as you file the same way each year.
  • If you received a printed packet and the peel-off label is accurate, you can just peel off the label and stick it over this portion. If you are downloading the form or do not have a label, you will fill this out by hand.
  • Where can i get a 1040ez form

    Fill in your spouse’s full, legal name and Social Security number, as matched to the records of both the Social Security Administration and IRS taxpayer records, on the second line. If you are single, leave the second line blank.

  • Adding your spouse means you are filing "married filing jointly." Only your name means you are filing single. You cannot file "married filing separately," "head of household" or "qualifying widow(er)" with the 1040EZ form.
  • Where can i get a 1040ez form

    Put your home street address on the third and fourth lines. If you have a PO address and a street address, use the street address. You should only use a PO address if your post office will not deliver mail to your home.

  • If you live in a foreign country, fill in the information on the 5th line. If you live in the United States, leave that information blank.
  • Where can i get a 1040ez form

    Check the "presidential election campaign" box (in the shaded area), if you like. If you check the box, of the taxes you paid will be put in a special fund and distributed to serious presidential candidates who agree to limit campaign spending and refuse private donations. You will pay the same amount in taxes either way.

  • Checking this box does not increase your tax nor decrease your refund. The is paid for by the government.

    Completing the Income Section

  • Where can i get a 1040ez form

    Enter your gross wages, salaries and tips. Look at your W-2 form(s) and find box 1. If you have more than one W-2 form, add the amounts in box 1 together and enter that amount in line 1 of the 1040EZ form.

  • You should have received a W-2 from an employer. If you did not, contact that employer for a replacement.
  • If you have no wages, salaries and/or tips, enter 0 (zero) on line 1.
  • Where can i get a 1040ez form

    Enter your taxable interest on line 2, if you have any. Taxable interest is interest you receive from accounts you have with other people or institutions. For instance, if you have a bank account or investment account that pays you interest, that interest is usually taxable. If you loaned money to a friend and charged interest, that interest is taxable.

  • You are required to report taxable interest regardless of whether you receive a 1099-INT, 1099-OID or any other tax document for that taxable interest. If you know you have taxable interest but are unsure of the amount, contact the institution that is paying that interest.
  • If your total taxable interest is greater than ,500, you can't use the form 1040EZ and must use either than form 1040 or 1040A. If your total taxable interest is ,500 or less, enter that amount on line 2. If you have no taxable interest, enter 0 (zero) on line 2.
  • Where can i get a 1040ez form

    Enter the amount you received in unemployment benefits on line 3, if you received any. If you did receive unemployment benefits, you should have received form 1099-G. If you did not receive that form, contact your local unemployment office for assistance including a replacement.

  • If you are an Alaskan resident, you should have received form 1099-MISC for your Permanent Fund Dividend (PFD). If you did not, go to to print a new one.
  • Add the amounts from your unemployment and PFD, and enter the total on line 3. If you had neither of these forms of income, enter 0 (zero) on line 3.
  • Where can i get a 1040ez form

    Add lines 1, 2 and 3 together. Enter the total on line 4. This is your Adjusted Gross Income.

  • Where can i get a 1040ez form

    Enter your personal and standard deductions on line 5. If you are not claimed as a dependent, follow the instructions and write the dollar amount associated with your filing status (single or married filing jointly), as described on that line of the form.

  • For 2014, the standard deduction for a single person was ,150 and the deduction for a married couple filing jointly was ,300.
  • If neither you nor your spouse (if applicable) can be claimed as a dependent on someone else’s tax return, enter the appropriate amount stated in the shaded area on line 5. The amounts are listed on the form.
  • If you or your spouse can be claimed on someone else's taxes, complete the worksheet on the back of the form (if you received a pre-printed form) or on page 2 of the form (if you downloaded the form). This will tell you what to enter on line 5. If you or your spouse cannot be claimed by someone else, you do not have to fill out this form.
  • Where can i get a 1040ez form

    Subtract line 5 from line 4 and enter that amount on line 6. If line 5 is larger than line 4, enter 0 (zero) on line 6. This is your taxable income.

  • If the amount is more than 0,000, you can't use the 1040EZ and must file either form 1040 or 1040A.

    Completing the Payments, Credits and Tax Section

  • Where can i get a 1040ez form

    Look at your forms W-2, 1099-INT, 1099-G and 1099-OID. Find the box on each of these forms that is labeled "federal income tax withheld" from box 2. Add up all these amounts and enter the result in line 7.

  • If you do not have any of these forms, enter 0 (zero).
  • Where can i get a 1040ez form

    Figure out if you are eligible for the Earned Income Credit. The EIC benefits working people who have low to moderate incomes by lowering their tax burden. In order to qualify or the EIC, you need to make below a specified amount per year. In 2014, a single person with no children had to make below ,590 to qualify. If you are married and/or have children, the amount you earn can be higher.

  • You will need the instructions to form 1040EZ to calculate this credit because the amounts change each year. You can find these instructions at .
  • These instructions are very clear and easy to follow. Although the steps are similar and the outcome is the same, the worksheet is different than the EIC worksheet for forms 1040 and 1040A.
  • After completing the worksheet, enter the amount of the credit on line 8a. If you want the IRS to calculate this credit for you, enter “EIC” in the shaded space on line 8a and leave the unshaded space blank.
  • If you are or were in the military and received nontaxable combat pay for the tax year, this is still earned income for Earned Income Credit purposes and will affect your eligibility and calculations. Enter the amount of nontaxable combat pay (from box 12 of your W-2) in line 8b.
  • Where can i get a 1040ez form

    Add lines 7 and 8a to get "total payments and credits" and enter the result in line 9. If you requested an extension using Form 4868, you should add the amount you paid to the IRS with the extension (not counting any convenience or service fees you were charged based on your payment method) to the amounts on lines 7 and 8a and enter the total in line 9.

  • If you did not request an extension, simply add lines 7 and 8a and enter the total in line 9.
  • Where can i get a 1040ez form

    Locate the tax table close to the end of the instructions for form 1040EZ. Locate your income range, then follow that line of numbers to the right until you reach the number directly below your filing status. That number is your tax liability. Enter it on line 10.

  • If you want the IRS to compute your tax for you, simply leave this line blank. For the IRS to calculate your tax, you must file by April 15 without any extensions; you can't have a refund directly deposited into a bank account; and you can't apply any part of your refund to the following year’s liability. Also, if you owe taxes, the IRS will send you a bill which must be paid either by April 15 or 30 days after the issue date of the bill, whichever is later.
  • Where can i get a 1040ez form

    Assess whether if you had minimum essential health care during the tax year. This is a change for 2014 taxes, requiring that all Americans have health coverage. If you did not have health coverage, you either need to apply for an exemption or make an individual shared responsibility payment.

  • Check the box in the shaded portion of line 11 and either enter 0 in the unshaded portion or leave it blank if you and your spouse had minimum essential health care coverage for the entire year.
  • Most health care coverage that people have is minimum essential coverage. Minimum essential coverage includes: health coverage provided by your employer; health insurance coverage you buy through a Health Insurance Marketplace; many types of government-sponsored health coverage, including Medicare, most Medicaid coverage and most health care coverage provided to veterans and active duty service members; and certain types of health care coverage you buy directly from an insurance company.
  • If you and your spouse can both be claimed as a dependent on someone else’s tax return, skip line 11.
  • If you or your spouse, if applicable, enrolled for health care coverage through a Health Insurance Marketplace and wish to claim the premium tax credit, you may not file Form 1040EZ and must file either the Form 1040 or 1040A instead.
  • If you or your spouse did not have minimum essential health care coverage but believe you have an exemption, you will need to complete Form 8965. You can find Form 8965 and its instructions for the current year and prior years at . The long list of exemptions approved by Congress for that particular tax year can be found around page 2 of the instructions.
  • If you or your spouse did not have minimum essential health care coverage and do not qualify for an exemption, complete the Shared Responsibility Payment Worksheet found beginning on approximately page 5 of the instructions for Form 8965. Enter your shared responsibility payment (the last number on the worksheet) on line 11 of Form 1040EZ.
  • Where can i get a 1040ez form

    Add lines 10 and 11 together and enter the total on line 12. This is your total tax liability; in other words, the total amount of tax you need to pay.

    Calculating Your Refund or the Amount You Owe

  • Where can i get a 1040ez form

    Determine if you are due a refund. If line 12 is larger than line 9, leave this section blank because you are not due a refund. If line 9 is larger than line 12, subtract line 12 from line 9 and enter that amount in line 13a.

  • If this amount is less than , you must send a letter requesting your refund.
  • If you want this refund split between multiple bank accounts or used to purchase US Savings Bonds, check the box in the shaded portion of line 13a and complete Form 8888.
  • Where can i get a 1040ez form

    Fill out direct deposit information if you want your refund directly deposited into a bank account. Complete lines 13b, c and d.

  • Enter your bank’s routing number in the boxes for 13b. The routing number is the 9-digit number on the bottom left of your pre-printed deposit slip.
  • Check in box 13c whether the account is a checking account or a savings account.
  • Enter your account number in 13d. The account number will be the number to the right of your routing number on your deposit slip. The last digit of your account number should be written in the box farthest to the right in 13d. Any boxes remaining after entering all numbers can be left blank.
  • Where can i get a 1040ez form

    Calculate the amount you owe. If you calculated that you are not due a refund, then you will likely owe taxes.

  • If line 9 is larger than line 12, leave this section blank. You do not owe any additional taxes.
  • If line 12 is larger than line 9, subtract line 9 from line 12 and enter it on line 14. This is the amount of additional taxes you owe.
  • If you owe less than , you do not have to pay.
  • You can pay this amount by attaching a personal check made payable to the U.S. Treasury (ensure your name, address, and Social Security number are on the check) or by any method included at , including credit or debit card, automatic deduction from your bank account or other methods.

    Finishing and Filing Your Return

  • Where can i get a 1040ez form

    Complete the Third Party Designee section. If you want the IRS to contact someone other than you for any questions or comments about your return, check the box beside “Yes” in this section. Then write that person’s name and phone number (with area code) in the appropriate areas in this section.

  • Select a five-digit number that this person can use to identify himself to any IRS representative who contacts him and enter it in the area for the Personal identification number (PIN). Be sure to let your third party designee know this number.
  • If you do not want the IRS to discuss your return with someone other than you or your spouse, check the box beside “No” in this section.
  • Where can i get a 1040ez form

    Sign your form. You and your spouse, if applicable, should both sign your names as they appear at the top and as they match the records for both the Social Security Administration and the IRS tax database. You should each date it the same date as you signed it. Each of you should list your occupations.

  • By signing the form, you are swearing that the information on the form is true and correct to the best of your knowledge. You face criminal penalties for knowingly filing inaccurate information.
  • A daytime telephone number (with area code) should be listed in the space provided.
  • If you have been provided an identity protection PIN, enter it in the space provided. If you do not have an identity protection PIN, leave that space blank.
  • Where can i get a 1040ez form

    Leave the paid preparer use only section blank. This section should only be used by professional tax preparers.

  • Where can i get a 1040ez form

    Prepare supplementary materials to include with your return. Detach Copy B of all Forms W-2. If you prepared any additional forms, such as Form 8965 or 8888, gather them.

  • If you owe and plan to pay by check, write your check.
  • Where can i get a 1040ez form

    Make a copy of all of these documents and the Form 1040EZ for your files. You will need to keep a copy of your taxes for your records.

  • Where can i get a 1040ez form

    Where do you mail your 1040-EZ?

    If you e-file your return, there is no need to mail it. There a number of IRS addresses where your form should be mailed based upon your home address. See the last page of Instructions for completing Form 1040EZ for a list of the addresses, visit the IRS website, or call the IRS help line at 800-829-1040.

    How do I complete page 2 of the 1040EZ?

    There is no required information on Page 2 of the 1040EZ. The worksheet on page 2 is a worksheet to help you determine the amount you can deduct if you or your spouse is a dependent of another taxpayer.

    Do I report the previous year's tax refund as part of my wages, salaries, and tips?

    No, the return you received does not need to be reported as income.

    On line 5 of the worksheet, what is Pub 501?

    501 covers the standard deduction, tax exemptions, dependents, and filing status.

    What can I do if I do not have a checking account?

    You do not need a checking account to file a return and pay taxes. You can pay taxes with a cashier's check or money order.

    Do you need to file two separate 1040EZ forms for federal and state taxes?

    The EZ is only for federal taxes. You file the regular state form for state taxes.

    Can I get my tax return from the 1040EZ via check rather than direct deposit?

    What is taxable interest?

    Most interest you receive from ordinary sources such as bank accounts and investments is considered taxable. There are a few sources of non-taxable interest, including municipal bonds and tax-exempt dividends.

    Does a 1040-EZ have both federal and state forms, or do I have to fill out forms for both?

    You will need to two forms: the EZ form, and then whatever state you are claiming in.

    Do disabled people need to file?

    I am a high school student how do I answer health care question if my family had no health care

    If you are claimed by your parents, where do you fill that out on the 1040EZ?

    What other documents do I need to include with the return?

    What is the right way to put the tax table number on the online 10?

    If I have group coverage from work, do I fill out number 11?

    If this question (or a similar one) is answered twice in this section, please click here to let us know.

    Tips

  • All forms are searchable on the IRS Topical Index.
  • IRS Publication 17 is called the Preparer's Bible. If you have any questions about exemptions, deductions or credits, you will find all your answers here.
  • Publications are listed on the IRS Publication Picklist.
  • Forms and Instructions are listed on the IRS Form Picklist.
  • For more forms that are commonly used in personal filing, see the IRS Picklist. Warnings
  • This article is for informational purposes only. If you have any questions you should seek out a tax professional.
  • This is not tax advice. Tax laws change from year to year. This article attempts to stay within the most common adjustments. It is intended to give you the information to do your taxes yourself. You should be able to do every kind of the most common individual taxes with the instructions and the Pub 17. However, if you run into questions that are just too confounding, don't hesitate to call the IRS help line.
  • The IRS will pursue you if anything on your return appears to be fraudulent. If they bring an error to you attention, just correct it and follow it through. File a 1040X Amended form as soon as possible to correct the error. It's a correction process that's there to help you amend an error. The only thing you can really do wrong is to ignore it or run from it. Article Info

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    Remember when you used to get a package of small booklets in the mail at the beginning of the year?  

    They had those real thin pages, like newspaper and there would be official computer forms included.

    Well those packets, your IRS 1040 tax forms for the previous year, haven’t been mailed out since 2011.

    According to the IRS, fewer and fewer taxpayers have been receiving tax packages in the mail in recent years. In fact, in 2010 only 8 percent of individuals who files taxes received tax forms in the mail.

    Wow, have times changed!

    What’s interesting is I can’t recall when I stopped receiving the tax forms in the mail. Perhaps it was after I started filing my taxes online?

    I’m sure it must be a hefty expense to mail out tax forms to people in a day and age where computers are pretty much in every household or at least readily available. The number of people who file online is growing, making paper forms somewhat obsolete (certain forms still need to be mailed in though).

    Though you won’t receive your forms in the mail anymore you still can get copies of tax forms.

    Among your options to get tax forms are:

  • participating local libraries
  • participating post offices
  • local IRS offices
  • online at

    I happened to stop by the library recently (great place to borrow books and movies for free) and I noticed there was a section set up full of tax forms.  The library is a great tax resource, not only for forms but many also provide sessions to help people with their taxes.

    The where you can download forms you can get in PDF format.  Some of the forms are set up so you can enter your information on the computer before you print them out.

    Here are links to some of the more popular forms (these links go directly to the PDFs from the IRS site):

     () – This one is important if you .

    If you made less than ,000 you may be able to , which offer free tax preparation for .  Volunteers are certified to help prepare basic tax returns.  You can locate one of over 12,000 Volunteer Income Tax Assistance sites by calling 1-800-&06-9887.  Most of the sites also offer free e-filing.

    You also may be able to file free through the IRS’ site.

    The IRS teamed up with many brand-name tax preparation companies to allow taxpayers use their software through the IRS.  You can use the programs if your is ,000 or less.

    Here’s a quick video on the program:

    If you don’t qualify for Free File’s program you may still use their Free File Fillable Forms which are online versions of IRS paper forms.

    You can also go directly to online tax preparation companies such as Turbo Tax or H&R Block to see if you qualify for their free e-file versions.

    So don’t worry, the IRS didn’t forget about you (and don’t do a Snoopy dance thinking you don’t have to pay taxes because you didn’t gets forms either).

    Now that you know where to get IRS tax forms make sure you get them as soon as possible to make sure your taxes are complete before the tax deadline arrives!

    One place we’ve liked this year is H&R Block.

    Published or updated April 14, 2015.

    Most forms are available as PDF fill-in forms. To view, complete, and print the fill-in PDF forms on this site, you'll need software. The software is free. Version 9.0 or later is required to take full advantage of the capabilities of these forms. Fill-in forms are enabled with "document rights," which will allow you to save what you have filled in on your PC.

    Browsers that can not handle javascript will not be able to access some features of this site.

    Prepare, Print, and IRS E-file for Free!

    Form 1040EZ is a tax form published by the Internal Revenue Service. Form 1040EZ can be used by individuals to report their income, and calculate their federal income tax. Form 1040EZ is filed with the Internal Revenue Service. 

    Many people qualify to use the 1040EZ form. The 1040EZ form is easier to fill out and less time-consuming compared to the longer Form 1040A and .

    Form 1040EZ may be the right tax form for a person to fill out if that person does not have any kids or dependents, does not own a home, or did not attend college during the year.

    Individual taxpayers can file the Form 1040EZ if they meet the following conditions:

    However, taxpayers might consider using Form 1040A instead.

    Even though it is slightly longer, a person can report more types of income and more types of deductions and credits on the Form 1040A. 

    For a copy of Form 1040EZ for the most recent tax year, be sure to check the .

    Double check the spelling of your name and your Social Security number (SSN).

    The IRS might take longer to process your tax return if your name and SSN do not match the records of the Social Security Administration. Longer processing can result in a delayed refund. If you need to change your name on your Social Security card (for example, because you got married or legally changed your name), before filing your tax return with the IRS.

    Be sure you have all your W-2 Forms.

    Each employer for whom you worked during the year should send you a Form W-2 reporting your and tax withholding for the year. You should receive your Forms W-2 by the end of January.

    You will need all your W-2 forms before you can file your tax return. That's because we total up all your wage income and all your withholding and report these totals on the tax return.

    Be sure you have all your 1099-INT Forms.

    Form 1099-INT is sent out by banks, credit unions and other financial institutions.

    It reports the amount of you received or earned during the year. You should receive your Forms 1099-INT by the end of January.

    If you don't receive a Form 1099-INT, it may be because you earned less than of interest at that financial institution. Financial institutions are required to send out that form only if a person has earned or more of interest during the year. So if you don't have a Form 1099-INT, you might try looking at your December bank statement find out how much interest you earned during the year.

    Look for a Form 1099-G if You Received Unemployment Benefits.

    State agencies report the amount of unemployment compensation using Form 1099-G. You'll need the amount of the unemployment compensation and federal tax withholding to report on the Form 1040EZ. 

    State agencies also use Form 1099-G to report state tax refunds paid out.

    If you filed a Form 1040EZ or 1040A last year, you don't need to worry about this. are taxable only if a person itemized their deductions in the previous year.

    Know Your Adjusted Gross Income

    This is calculated on line 4 of Form 1040EZ.

    Adjusted Gross Income (AGI) is a widely used measurement of your income for the year by banks and other financial institutions. AGI is also used to measure how much of a you are eligible for. And IRS uses last year's AGI to verify your identity when electronically filing.

    Know Your Standard Deduction and Personal Exemption

    On the Form 1040EZ, the   and are combined into a single number. For people who are not dependents, these amounts combine to ,300 for a single person and to ,600 for a married couple filing jointly for the year 2015. Dependents, by contrast, may have a lower standard deduction amount and are not eligible to claim their personal exemption. The back of Form 1040EZ (page two of the PDF) has a worksheet for calculating this amount for dependents.

    The standard deduction and the personal exemption, combined, are represent a deduction. This amount of income is not subject to the federal income tax. 

    Know Your Taxable Income

    Taxable income is calculated on line 6 of Form 1040EZ.

    This figure will be used to look up your federal income tax in the tax tables in the back of the 1040EZ Instruction booklet. The amount of taxable income is less than adjusted gross income because it has been reduced by the standard deduction and personal exemption.

    An Easy Way to Calculate the Earned Income Tax Credit

    You can use the on the IRS Web site if you are not sure if you qualify. This Web application on the IRS Web can help you determine if you qualify for the earned income credit and how much of an earned income credit you are eligible for.

    Nontaxable Combat Pay Election

    If you served in the military and received combat pay, your non-taxable combat pay is shown on your W-2, Box 12, code Q. There will be a dollar amount next to the "Q.9quot;

    You can choose to include your combat pay for Earned Income Credit purposes, or you may choose to leave it out. (Choices like this are called an "election9quot; in tax-jargon, hence this line is called the nontaxable combat pay election.)

    The best bet is to calculate your earned income tax credit both ways. First calculate the credit using only your "earned income" from the worksheet, and then calculate it again using your "earned income" plus your combat pay. Take whichever credit amount is higher.

    If you decide to include your combat pay, enter the amount coded as "Q9quot; on your W-2 on Line 8b of Form 1040EZ. 

    You can learn more about the nontaxable combat pay election in   of   on the IRS Web site.

    Be Careful With Direct Deposit

    If you are getting a refund, the IRS can directly deposit your refund into your checking or savings account. Receiving a is faster than getting a refund check mailed to you, since there's no check to get lost or stolen. However, direct deposit comes with one big drawback. Your bank account information in this section must be absolutely 100% correct. If the information is not accurate, the IRS will send your refund to the wrong bank account. And generally speaking the IRS will be unable to help you get back your refund money. Personally, I avoid direct deposit and prefer to receive a check in the mail.

    However, many people do prefer direct deposit. Here's some tips to make sure your direct deposit will arrive safely.

    Get out your checkbook, and look at one of your checks. In the bottom left-hand corner you will see lots of numbers. The first series of numbers should be a 9-digit bank code. This is called the Routing Transit Number. 

    Next, find your account number on your check.

    Triple check your bank numbers! Make sure your routing number and bank account number are entered correctly on your Form 1040EZ.

    The IRS will send the refund to the bank account you indicate. Making a mistake here could cost you your refund. Once the IRS issues a direct deposit, it is often difficult and sometimes even impossible to get that refund back. In fact, many people have lost their tax refunds forever by making a mistake with . Please check your direct deposit information at least three times. If you need help with the routing transit number and bank account number, contact your bank for assistance.

    File on Paper or Electronically? Your Choice

    Filing a tax return on paper, and mailing it in, is easy, convenient, and low-cost. The IRS will take a bit longer to process your tax return, however, because they will need to enter your data into their computer system. However, submitting a paper tax return only costs you postage, and so is generally the most cost-effective way for you to file your taxes.

    Filing electronically eliminates the data entry work that the IRS has to do, and so the IRS can process your tax return quicker. This means you can get your tax refund sooner and with fewer chances of a delay. In order to e-file your tax return, you'll need to use a software program or file your return through a tax preparer, which could add to the cost of preparing your tax return.

    Tips for Mailing Form 1040EZ on Paper

  • Here are some tips to minimize any IRS processing errors when transcribing your tax return:
  • Download Form 1040EZ to your desktop. The file is in the Adobe Acrobat PDF format, and you'll be able to type-in your information directly on the form. Be sure to save your filled-in PDF file to your hard drive so you don't lose your data.
  • Double check your math.
  • Staple your W-2 form or forms to the front of the tax return.
  • Check your direct deposit information.
  • Sign and date the tax return.
  • Do not cross out any of the perjury statement just above the signature area. This text is called the jurat and states that you are signing the tax return under penalty of perjury. Some taxpayers have attempted to avoid tax fraud charges or perjury charges by crossing this text out, however tax laws require that tax returns be signed under penalty of perjury (see ).
  • Mail the tax return to the appropriate IRS Service Center. You can find mailing addresses on the IRS Web site on their  page.

    Tips for Electronically Filing Your Form 1040EZ

    In order to electronically file (e-file) your tax return, you'll need to use a tax software program or hire a tax preparer. Here's some free and low-cost software options for 1040EZ filers:  provides free access to Web-based tax preparation software. If you have adjusted gross income of ,000 or less, you'll be able to prepare and e-file your tax return using one of the software programs that participate in the Free File Alliance.

    Many states offer free e-filing as well. Check with your state tax agency to see if they provide this service.

    After Your File Your 1040EZ

    Checking on your tax refund. You can check the status of your refund using a Web application on the IRS Web site called  For e-filed returns, you can check your refund status seven days after you electronically filed the return. If you mailed in your return, you'll need to wait about four to six weeks before you checking on the status of your refund.

    Save a copy of your federal tax return for at least three years. Even after your tax return has been mailed or e-filed, you'll want to keep a copy of your return and related financial documents. Print out an extra copy of your tax return, and keep these with all your tax documents and other financial records for at least three years.

    If you used a software program to prepare your return, Please keep a PDF copy of the return in an archive. But also keep a paper copy of the return in a separate location. That way, if one copy goes missing, you'll still have the other copy.

    Figuring out whether or not you are eligible to file Form 1040EZ with the Internal Revenue Service (IRS) can seem like a long and arduous process, but it can actually be made very simple if you follow the proper steps. Take the time to figure out if you qualify for this and how to file it accurately.

    One of the easiest ways to determine if you qualify for form 1040EZ is to file electronically. If you do this, the software will automatically select the most efficient and simple form that you are entitled to use. However, it’s still a good idea to have a preparer or someone who is knowledgable about tax forms look over your 1040ez to make sure it is prepared correctly, and if there are other tax deductions or credits that will benefit you by filing a more complex 1040 “long form” . This is just a precautionary method that can prevent errors. If you do not choose to file electronically, you can still complete a “paper copy” form in order to ensure a fair and accurate refund.   However, some states require that you must file electronically if you do not have a legitimate reason not to.  New York is one of these states for example, and they will charge you are penalty if they deem your return could and should have been filed electronically.  Please be sure to do your research or ask your R&G Brenner preparer as they are aware of these state laws.

    Generally you are able to use the 1040EZ form if you have a taxable income that is below 0,000. Also plan on using this form your filing status is “Single” or “Married Filing Jointly” and you don’t have a lot of personal investments or itemized deductions. The 1040EZ form may also be used if the individual and his/her spouse are under the age of 65 and are not blind. On the other hand, one cannot claim any dependents if you use this form, or have any interest income above ,500.  Furthermore,  1040EZ filers  may not claim the additonal standard deduction for real estate taxes, taxes on the purchase of a new automobile or motor vehicle, or money for disaster losses.

    If one does not qualify for the 1040 EZ form, he or she can still find a simple, reliable form to use. The 1040A is the next step up, and may be filed if you: a) have taxable income that is below 0,000, b) have capital gain distributions c) claim certain tax credits or deductions for IRA contributions d) have student loan interest, educator expenses, or spend fees and tuition that go along with obtaining higher education.

    If you are not eligible for that form, then you may need to file a 1040 “long form”. One is required to use the 1040 if they have: a) taxable income of 0,000 or more b) itemized deductions c) reported self-employment income, or d) reported income from the sale of any kind of property.


    What is the 1040EZ - 1040EZ Form Explained

    Where can i get a 1040ez form

    What is the 1040EZ? The 1040EZ form (aka the EZ form) is the simplest and shortest form you can use to file your federal income taxes. Each year over 20 million people file this form, around 1 in every 6.5 federal tax returns filed. This article explains who can use it, the information required to fill it out, and options for filing it with the IRS.

    If you make less than $100K per year, don’t have any dependents, and don’t have a mortgage, then you’re probably eligible to file the 1040EZ. It covers salary and wages from your job (W-2), interest from your bank account (1099-INT), and unemployment income (1099-G). If you're an independent contractor (1099-MISC), have dividend income (1099-DIV), or investment income (1099-B), then you're not eligible to file a 1040EZ.

    There are four main sections of the form. Personal information, income you made, taxes you already paid, and your tax refund or balance due.

    Just the facts, ma'am. Name, address, date of birth and social security number. Easy breezy. If you're married, you enter the same information for your spouse. Since you can't claim dependents with the 1040EZ, there is no place to record their information. If you're over age 65, you can't file the EZ form unfortunately.

    As noted earlier, the 1040EZ covers the most common types of income - wages, salaries, and tips from your employer (reported on Form W-2), interest income from banks and other financial institutions (reported on Form 1099-INT), and unemployment income (reported on Form 1099-G). If you received any of these types of income, these forms will be sent to you by the end of January. For more information about the timing of Tax Year 2014 (filed in 2015), read this article.

    Each of the forms you receive will report the taxes you've already paid, or had withheld. Typically taxes are withheld from each paycheck you receive, so your W-2 will list the total amount of tax you've already paid via your job in box 2. It is unusual to have taxes withheld from bank interest or unemployment income, but if they were they will be reported on the 1099-INT or 1099-G you receive.

    This is the best part! Most people get a refund, and this is especially true for 1040EZ filers. Your refund or balance due is the calculated by comparing the amount of tax you've already paid vs. what you actually owe. If you're eligible for the earned income credit, it will increase your refund.

    You have 3 options for filing your taxes.

    The old school way to do your taxes is with pencil and paper. It takes a while and a little math, but you can’t beat the price (it’s free). Download the form from the IRS, grab a calculator, and read the 42 pages of instructions. Wait, never mind. Research shows it takes over 3 and half hours on average to do it by hand.

    Pay someone else to do it for you

    You can hire a CPA or go to a tax store and pay someone to do it for you. It’s certainly less effort on your part, but you have to pay for it. Around $100, if not more.

    Do It Yourself With Your Phone or Computer

    There are lots of mobile, online, and software options, many of them quite good. We believe Common Form is the best option for 1040EZ filers and hope you'll give us the chance to earn your business. If you know you're not eligible to file a 1040EZ, we recommend TaxAct. They handle just about any tax situation you can think of.


    How to efile Form 1040 - IRS Federal Income Taxes

    Where can i get a 1040ez form

    The 1040 Form is the federal income tax form. It is used to file income tax returns for a particular Tax Year. There are several main types of 1040 Forms:

    Learn more about Form 1040 by visiting the sections below:

    Start the "FORMucator9quot;

    Are you a U.S. citizen or resident (have a green card OR satisfy the substantial residence requirements)?

    Is your taxable income under $100,000?

    What will be your filing status on your return?

    Are you younger than 65 and not blind?

    Are you and your spouse younger than 65 and not blind?

    Are you claiming any dependents?

    Are you claiming any tax credits OTHER than the Earned Income Tax Credit?

    Is your income ONLY from wages, salaries, tips, unemployment compensation, taxable scholarship and fellowship grants, $1,500 or less in interest income, and Alaska Permanent Fund dividends?

    Is your income ONLY from wages, salary, tips, interest and ordinary dividends, capital gain distributions, taxable scholarship and fellowship grants, pensions, annuities and IRA's, unemployment compensation, taxable Social Security and railroad retirement benefits, and Alaska Permanent Fund dividends?

    Are your adjustments to income only from educator expenses, IRA deductions, and/or education expenses?

    Do you itemize deductions?

    Did you have an Alternative Minimum Tax adjustment on stock acquired from the exercise of an incentive stock option?

    Do you only claim one or more of the following tax credits?:

    • Child Dependent Care Credit
    • Elderly or Disabled Credit
    • Child Tax Credit
    • Additional Child Tax Credit
    • Educational Tax Credits
    • Retirement Savings Contribution Credit
    • Premium Tax Credit
    • Earned Income Tax Credit

    You must file Form 1040NR.

    Go here to start preparing/filing Form 1040NR via mail: Form 1040NR

    Remember that this is an estimate. When you prepare your return on efile.com the addition or deletion of any forms or schedules may cause you to need a different Form 1040. Efile.com will automatically determine the correct IRS tax 1040 form given your situation - so you don't have to choose or select any tax forms.

    ONLY efile.com will downgrade you to a less expensive option during the tax preparation process. For example, if you start with PREMIUM (Form 1040) but you end up qualifying for FREE (1040EZ) or DELUXE (1040A), we will downgrade you to the least expensive form that still meets your filing needs. Furthermore, we will only upgrade you to a more expensive form if you are legally required to use that form to report the tax information you have entered. No other tax sites offer this! See more about this here: http://www.efile.com/compare-online-tax-preparation-software-and-tax-services/

    It looks like you will need IRS FORM 1040.

    Remember that this is an estimate. When you prepare your return on efile.com the addition or deletion of any forms or schedules may cause you to need a different Form 1040. Efile.com will automatically determine the correct IRS tax 1040 form given your situation - so you don't have to choose or select any tax forms.

    ONLY efile.com will downgrade you to a less expensive option during the tax preparation process. For example, if you start with PREMIUM (Form 1040) but you end up qualifying for FREE (1040EZ) or DELUXE (1040A), we will downgrade you to the least expensive form that still meets your filing needs. Furthermore, we will only upgrade you to a more expensive form if you are legally required to use that form to report the tax information you have entered. No other tax sites offer this! See more about this here: http://www.efile.com/compare-online-tax-preparation-software-and-tax-services/

    It looks like you can file IRS FORM 1040EZ and take advantage of efile.com's Free Federal Edition!

    Remember that this is an estimate. When you prepare your return on efile.com the addition or deletion of any forms or schedules may cause you to need a different Form 1040. Efile.com will automatically determine the correct IRS tax 1040 form given your situation - so you don't have to choose or select any tax forms.

    ONLY efile.com will downgrade you to a less expensive option during the tax preparation process. For example, if you start with PREMIUM (Form 1040) but you end up qualifying for FREE (1040EZ) or DELUXE (1040A), we will downgrade you to the least expensive form that still meets your filing needs. Furthermore, we will only upgrade you to a more expensive form if you are legally required to use that form to report the tax information you have entered. No other tax sites offer this! See more about this here: http://www.efile.com/compare-online-tax-preparation-software-and-tax-services/

    It looks like you can file IRS FORM 1040-A.



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