1040 easy tax form 2014

1040 easy tax form 2014

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Instruction or Publication

Revision Date or Tax Year

Instructions for Form 1040, U.S. Individual Income Tax Return

(Circular E), Employer's Tax Guide

Your Federal Income Tax (For Individuals)

Exemptions, Standard Deduction, and Filing Information

Taxable and Nontaxable Income

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    1040 easy tax form 2014

    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

    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 .

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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

  • 1040 easy tax form 2014

    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.
  • 1040 easy tax form 2014

    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.
  • 1040 easy tax form 2014

    Completing the Top Section

  • 1040 easy tax form 2014

    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.
  • 1040 easy tax form 2014

    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.
  • 1040 easy tax form 2014

    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.
  • 1040 easy tax form 2014

    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

  • 1040 easy tax form 2014

    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.
  • 1040 easy tax form 2014

    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.
  • 1040 easy tax form 2014

    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.
  • 1040 easy tax form 2014

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

  • 1040 easy tax form 2014

    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.
  • 1040 easy tax form 2014

    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

  • 1040 easy tax form 2014

    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).
  • 1040 easy tax form 2014

    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.
  • 1040 easy tax form 2014

    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.
  • 1040 easy tax form 2014

    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.
  • 1040 easy tax form 2014

    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.
  • 1040 easy tax form 2014

    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

  • 1040 easy tax form 2014

    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.
  • 1040 easy tax form 2014

    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.
  • 1040 easy tax form 2014

    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

  • 1040 easy tax form 2014

    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.
  • 1040 easy tax form 2014

    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.
  • 1040 easy tax form 2014

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

  • 1040 easy tax form 2014

    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.
  • 1040 easy tax form 2014

    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.

  • 1040 easy tax form 2014

    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.

    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.

    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.

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

    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.

    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.

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

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

    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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    1040 easy tax form 2014

    As an individual taxpayer, you can with IRS Form 1040, 1040A or 1040EZ, depending on your tax situation.

    How do you know which form you should use?

    You can always use Form 1040, regardless of whether you qualify to use Form 1040A or 1040EZ.

    Forms 1040A and 1040EZ are just simplified, shorter versions of Form 1040. They are intended for people who have uncomplicated tax returns.

    The advantages of Form 1040A or 1040EZ is they are easy to fill out and easy to read.

    , for example, is a one-page form. By the time you fill in your name, address, and Social Security number, you’re almost halfway there.

    What could be easier?

    On the other hand, you may be saving time, but missing out on tax benefits and paying more tax than you should by opting for a shorter tax form.

    If you get a tax refund, your refund may not be as big as it could be.

    All three forms are basically the same, with one difference. Form 1040EZ is for .

    Form 1040A covers a little more information. And the regular Form 1040 lets you report all types of tax information.

    All of the forms use the same tables to liability.

    Certain items on a return trigger the need to use Forms 1040A or 1040, rather than Form 1040EZ.

    You can’t use 1040EZ if you are claiming dependents, for example. There’s no place on the form to list them. Having kids you want to claim as dependent immediately bumps you to at least a Form 1040A.

    Having one or more of the following items means you cannot file Form 1040EZ:

  • A filing status of head of household, qualifying widow(er) with dependent child, or married filing separately
  • Over age 65 or blind at the end of the year
  • Claiming one or more dependents (a child, a parent who lives with you, or any other qualified dependent)
  • Taxable income of 0,000 or more, or taxable income from sources other than wages, salaries, tips, unemployment compensation, Alaska Permanent Fund dividends, taxable scholarship and fellowship grants, and taxable interest of ,500 or less
  • Adjustments to income, such as a deduction for IRA contributions or student loan interest
  • Claiming credits other than the earned income tax credit
  • Household employment taxes on wages you paid to a household employee
  • Earned tips that are not included in boxes 5 and 7 of your
  • Being a debtor in a Chapter 11 bankruptcy case filed after October 16, 2005
  • Itemizing your deductions
  • Purchased health insurance through a government-sponsored marketplace and received the advance premium tax credit OR will claim the premium tax credit

    Your return can be a little more complex with Form 1040A.

    For example, you can have (usually from a mutual fund) or distributions from an IRA and still use Form 1040A.

    You can claim certain tax credits using Form 1040A, including the credit for child and dependent care expenses, credit for the elderly or the disabled, education credits, retirement savings contribution credit, child tax credit, earned income credit, and additional child tax credit.

    You cannot itemize your deductions using Form 1040A.

    In addition, some less common tax items prevent you from filing Form 1040A.

    When you use , TaxAct will guide you through simple interview questions about your tax situation and recommend which form to file with. In addition, we can prior to preparing your return.

    makes preparing and filing your taxes quick, easy and affordable so you get your maximum refund. It’s the best deal in tax. or sign into your .

    If your state doesn't offer free e-file, you may find better choices this year outside of Free File.

    This year, for instance, 's Federal Free Edition is offering it free, guided online tax prep service and e-filing for both federal and state returns, regardless of your income. To qualify, though, you must use IRS Forms 1040EZ or 1040A. The free service will import W-2 and 1099 information from participating employers and financial institutions. For other services, including transferring your data from a prior return prepared using TurboTax, you'll have to upgrade to one of its other versions. 

    , another player, offers a free federal and state version for all . It says its military version supports ",9quot; including the IRS Form 1040, the "long form."

    savvy taxpayers can prepare and e-file both state and federal returns for free on their iPhones and Androids with . The service covers Form 1040A and 1040EZ, and well as simple versions of Form 1040; however, it appears that the only IRS schedule supported is Schedule EIC for the earned-income tax credit. (TaxACT warns that if you switch over to a browser or tablet app to finish and e-file your form, you're subject to TaxACT's online pricing.) 

    Instructions for Form 1040-EZ

    Where To Report Certain Items From 2016 Forms W-2, 1095, 1097, 1098, and 1099

    To search, type in a keyword and/or choose a category. To search for archived forms from a previous tax year, choose a year in the drop down menu.

    Having trouble viewing a form? .

    Form Search ResultsNumberNameTax YearRevision DateIndividual Income Tax Return - Fillable and Calculating Form (NOTE: For proper form functionality, utilize Internet Explorer browser and Adobe Reader for PDF viewer.)201612/28/2016Individual Income Tax Return - Fillable and Calculating Form (NOTE: For proper form functionality, utilize Internet Explorer browser and Adobe Reader for PDF viewer.)20151/4/2016Individual Income Tax Return - Fillable and Calculating Form (NOTE: For proper form functionality, utilize Internet Explorer browser and Adobe Reader for PDF viewer.)201412/31/2014Individual Income Tax Return - Fillable and Calculating Form (NOTE: For proper form functionality, utilize Internet Explorer browser and Adobe Reader for PDF viewer.)20131/2/2014Individual Income Tax Return - Fillable and Calculating Form (NOTE: For proper form functionality, utilize Internet Explorer browser and Adobe Reader for PDF viewer.)201212/19/2012Individual Income Tax Return - Fillable and Calculating Form (NOTE: For proper form functionality, utilize Internet Explorer browser and Adobe Reader for PDF viewer.)20112/27/2012Individual Income Tax Return - Fillable and Calculating Form (NOTE: For proper form functionality, utilize Internet Explorer browser and Adobe Reader for PDF viewer.)20102/16/2011Individual Income Tax Return - Fillable and Calculating Form (NOTE: For proper form functionality, utilize Internet Explorer browser and Adobe Reader for PDF viewer.)20099/1/2009Individual Income Tax Return - Fillable and Calculating Form (NOTE: For proper form functionality, utilize Internet Explorer browser and Adobe Reader for PDF viewer.)20089/1/2008Individual Income Tax Return - Fillable and Calculating Form (NOTE: For proper form functionality, utilize Internet Explorer browser and Adobe Reader for PDF viewer.)200711/1/2007Information and Forms to Complete MO-1040201612/1/2016Information and Forms to Complete MO-1040201512/3/2015Information and Forms to Complete MO-1040201412/12/2014Information and Forms to Complete MO-104020137/1/2015Information and Forms to Complete MO-1040201212/17/2012Information and Forms to Complete MO-104020115/30/2012Information and Forms to Complete MO-104020101/7/2011Information and Forms to Complete MO-104020099/1/2009Information and Forms to Complete MO-104020089/1/2008Information and Forms to Complete MO-1040200711/1/2007Individual Income Tax Return201612/1/2016Individual Income Tax Return201512/3/2015Individual Income Tax Return201412/4/2014Individual Income Tax Return201312/13/2013Individual Income Tax Return201212/17/2012Individual Income Tax Return201112/15/2011Individual Income Tax Return20101/24/2011Individual Income Tax Return20099/1/2009Individual Income Tax Return20089/1/2008Individual Income Tax Return200711/1/2007Single/Married with One Income Tax Return - Fillable and Calculating Form (NOTE: For proper form functionality, utilize Internet Explorer browser and Adobe Reader for PDF viewer.)201612/28/2016Single/Married with One Income Tax Return - Fillable and Calculating Form (NOTE: For proper form functionality, utilize Internet Explorer browser and Adobe Reader for PDF viewer.)20151/4/2016Single/Married with One Income Tax Return - Fillable and Calculating Form (NOTE: For proper form functionality, utilize Internet Explorer browser and Adobe Reader for PDF viewer.)201412/31/2014Single/Married with One Income Tax Return - Fillable and Calculating Form (NOTE: For proper form functionality, utilize Internet Explorer browser and Adobe Reader for PDF viewer.)20132/10/2014Single/Married with One Income Tax Return - Fillable and Calculating Form (NOTE: For proper form functionality, utilize Internet Explorer browser and Adobe Reader for PDF viewer.)201212/18/2012Single/Married with One Income Tax Return - Fillable and Calculating Form (NOTE: For proper form functionality, utilize Internet Explorer browser and Adobe Reader for PDF viewer.)20111/18/2012Single/Married with One Income Tax Return - Fillable and Calculating Form (NOTE: For proper form functionality, utilize Internet Explorer browser and Adobe Reader for PDF viewer.)20102/15/2011Single/Married with One Income Tax Return - Fillable and Calculating Form (NOTE: For proper form functionality, utilize Internet Explorer browser and Adobe Reader for PDF viewer.)20099/1/2009Single/Married with One Income Tax Return - Fillable and Calculating Form (NOTE: For proper form functionality, utilize Internet Explorer browser and Adobe Reader for PDF viewer.)20089/1/2008Single/Married with One Income Tax Return - Fillable and Calculating Form (NOTE: For proper form functionality, utilize Internet Explorer browser and Adobe Reader for PDF viewer.)200711/1/2007Information and Forms to Complete MO-1040A201612/1/2016Information and Forms to Complete MO-1040A201512/3/2015Information and Forms to Complete MO-1040A201412/12/2014Information and Forms to Complete MO-1040A20132/10/2014Information and Forms to Complete MO-1040A201212/17/2012Information and Forms to Complete MO-1040A20111/13/2012Information and Forms to Complete MO-1040A20101/7/2011Information and Forms to Complete MO-1040A20099/1/2009Information and Forms to Complete MO-1040A20089/1/2008Information and Forms to Complete MO-1040A200711/1/2007Single/Married with One Income Tax Return201612/1/2016Single/Married with One Income Tax Return201512/3/2015Single/Married with One Income Tax Return201412/4/2014Single/Married with One Income Tax Return20132/10/2014Single/Married with One Income Tax Return201212/17/2012Single/Married with One Income Tax Return20111/13/2012Single/Married with One Income Tax Return20101/10/2011Single/Married with One Income Tax Return200911/1/2009Single/Married with One Income Tax Return20089/1/2008Single/Married with One Income Tax Return200711/1/2007Estimated Tax Declaration for Individuals201712/1/2016Estimated Tax Declaration for Individuals201612/9/2015Property Tax Credit Claim/Pension Exemption - Fillable and Calculating Form (NOTE: For proper form functionality, utilize Internet Explorer browser and Adobe Reader for PDF viewer.)201612/28/2016Property Tax Credit Claim/Pension Exemption - Fillable and Calculating Form (NOTE: For proper form functionality, utilize Internet Explorer browser and Adobe Reader for PDF viewer.)20151/29/2016Property Tax Credit Claim/Pension Exemption - Fillable and Calculating Form (NOTE: For proper form functionality, utilize Internet Explorer browser and Adobe Reader for PDF viewer.)20141/2/2015Property Tax Credit Claim/Pension Exemption - Fillable and Calculating Form (NOTE: For proper form functionality, utilize Internet Explorer browser and Adobe Reader for PDF viewer.)20131/2/2014Property Tax Credit Claim/Pension Exemption - Fillable and Calculating Form (NOTE: For proper form functionality, utilize Internet Explorer browser and Adobe Reader for PDF viewer.)201212/18/2012Property Tax Credit Claim/Pension Exemption - Fillable and Calculating Form (NOTE: For proper form functionality, utilize Internet Explorer browser and Adobe Reader for PDF viewer.)20112/27/2012Property Tax Credit Claim/Pension Exemption - Fillable and Calculating Form (NOTE: For proper form functionality, utilize Internet Explorer browser and Adobe Reader for PDF viewer.)20102/15/2011Property Tax Credit Claim/Pension Exemption - Fillable and Calculating Form (NOTE: For proper form functionality, utilize Internet Explorer browser and Adobe Reader for PDF viewer.)200910/21/2010Property Tax Credit Claim/Pension Exemption - Fillable and Calculating Form (NOTE: For proper form functionality, utilize Internet Explorer browser and Adobe Reader for PDF viewer.)200811/1/2008Property Tax Credit Claim/Pension Exemption - Fillable and Calculating Form (NOTE: For proper form functionality, utilize Internet Explorer browser and Adobe Reader for PDF viewer.)200711/1/2007Information and Forms to Complete MO-1040P201612/1/2016Information and Forms to Complete MO-1040P201512/3/2015Information and Forms to Complete MO-1040P201412/12/2014Information and Forms to Complete MO-1040P20137/2/2015Information and Forms to Complete MO-1040P201212/17/2012Information and Forms to Complete MO-1040P20111/13/2012Information and Forms to Complete MO-1040P20101/7/2011Information and Forms to Complete MO-1040P200910/1/2009Information and Forms to Complete MO-1040P200810/1/2008Information and Forms to Complete MO-1040P200711/1/2007Property Tax Credit Claim/Pension Exemption201612/1/2016Property Tax Credit Claim/Pension Exemption201512/3/2015Property Tax Credit Claim/Pension Exemption201412/4/2014Property Tax Credit Claim/Pension Exemption20132/23/2016Property Tax Credit Claim/Pension Exemption201212/17/2012Property Tax Credit Claim/Pension Exemption20111/13/2012Property Tax Credit Claim/Pension Exemption20101/1/2011Property Tax Credit Claim/Pension Exemption200910/1/2009Property Tax Credit Claim/Pension Exemption200810/1/2008Property Tax Credit Claim/Pension Exemption200711/1/2007Individual Income Tax Payment Voucher201612/7/2016Individual Income Tax Payment Voucher201512/3/2015Individual Income Tax Payment Voucher201412/4/2014Individual Income Tax Payment Voucher201312/5/2013Individual Income Tax Payment Voucher201212/18/2012Individual Income Tax Payment Voucher201112/15/2011Individual Income Tax Payment Voucher20101/4/2011Individual Income Tax Payment Voucher200911/1/2009Information to Complete MO-PTS (Form MO-1040)201612/8/2016Information to Complete MO-PTS (Form MO-1040)201512/3/2015Information to Complete MO-PTS (Form MO-1040)201412/12/2014Information to Complete MO-PTS (Form MO-1040)20137/2/2015Information to Complete MO-PTS (Form MO-1040)201212/18/2012Information to Complete MO-PTS (Form MO-1040P)201612/8/2016Information to Complete MO-PTS (Form MO-1040P)201512/3/2015Information to Complete MO-PTS (Form MO-1040P)201412/12/2014Information to Complete MO-PTS (Form MO-1040P)20137/2/2015Information to Complete MO-PTS (Form MO-1040P)201212/18/2012

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