If you file your return using IRS e-file, the system will automatically decide
which form you need.
Here are some general rules to consider when deciding which paper tax form to
file.
Use the
1040EZ
if:
-
Your taxable income is below $100,000
-
Your filing status is Single or Married Filing Jointly
-
You and your spouse – if married -- are under age 65 and not
blind
-
You are not claiming any dependents
-
Your interest income is $1,500 or less
Use the
1040A
if:
-
Your taxable income is below $100,000
-
You have capital gain distributions
-
You claim certain tax credits
-
You claim adjustments to income for IRA contributions and
student loan interest
If you cannot use the 1040EZ or the 1040A, you'll probably need to file using
the 1040. Among the reasons you must use the 1040 are:
-
Your taxable income is $100,000 or more
-
You claim itemized deductions
-
You are reporting self-employment income
-
You are reporting income from sale of property
You can gain quick and easy access to IRS forms and instructions or find out
more about e-file by visiting
http://www.irs.gov. Tax products are available 24 hours a day, seven days a
week and often appear online well before they are available on paper. To view
and download tax products, visit the IRS website and select Forms and
Publications.
Links:
-
Form 1040EZ, Individual Income Tax Return (PDF
105K)
-
Form 1040A, Individual Income Tax Return (PDF
138K)
-
Form 1040, Individual Income Tax Return (PDF
181K)
-
Publication 17, Your Federal Income Tax
-
Publication 17, Your Federal Income Tax (PDF
2.3MB)