Form 1040A (the short form)
Most taxpayers qualify to use Form 1040A, often called the "short form." This form allows you to claim the most common adjustments to income.
- Your total income is under $100,000
- Any age, any filing status
- You have income from wages, interest, dividends, capital gain distributions, IRA or pension distributions, unemployment compensation, or Social Security benefits
- You can claim the following adjustments to income: penalty for early withdrawal of savings, IRA contributions, student loan interest, and jury duty pay given to your employer
- You can claim the following tax credits: Child and dependent care credit, Credit for the elderly and disabled, Education credits, Retirement savings contributions credit, Child tax credit, Earned income credit, Telephone excise tax credit.
You cannot use Form 1040A if you want to itemize your deductions. Most taxpayers qualify to use Form 1040A, so you might want to begin with this tax form. But just to be sure, look over all the types of income and deductions found on the longer Form 1040.
More Form 1040A resources:
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