For Disclosure Privacy Act and Paperwork Reduction Act Notice see separate instructions. Cat. No. 11320B Form 1040 2017 Page 2 Amount from line 37 adjusted gross income Tax and Credits 39a Check if Standard Deduction for People who check any box on line 39a or 39b or who can be claimed as a see All others separately jointly or Qualifying widow er 12 700 Head of household Other Taxes 60a Unreported social security and Medicare tax from Form a First-time homebuyer credit repayment. Form...Department of the Treasury Internal Revenue Service U*S* Individual Income Tax Return OMB No* 1545-0074 2017 ending IRS Use Only Do not write or staple in this space. See separate instructions. For the year Jan* 1 Dec* 31 2017 or other tax year beginning Your first name and initial Last name Your social security number If a joint return spouse s first name and initial Spouse s social security number Apt. no. Home address number and street. If you have a P. O. box see instructions. City town or...post office state and ZIP code. If you have a foreign address also complete spaces below see instructions. Foreign country name Filing Status Check only one box. Exemptions Presidential Election Campaign Check here if you or your spouse if filing jointly want 3 to go to this fund. Checking Foreign postal code a box below will not change your tax or refund. You Spouse Foreign province/state/county Single Married filing jointly even if only one had income c Head of household with qualifying...person. See instructions. If the qualifying person is a child but not your dependent enter this child s name here. and full name here. 6a b Qualifying widow er see instructions Yourself* If someone can claim you as a dependent do not check box 6a. Dependents 1 First name social security number 4 if child under age 17 qualifying for child tax credit see instructions relationship to you not entered above d Total number of exemptions claimed 8a 9a Qualified dividends. 9b Taxable refunds credits or...offsets of state and local income taxes Alimony received. Business income or loss. Attach Schedule C or C-EZ. Capital gain or loss. Attach Schedule D if required* If not required check here Other gains or losses. Attach Form 4797. 15a 16a IRA distributions. b Taxable amount. Pensions and annuities 16a Rental real estate royalties partnerships S corporations trusts etc* Attach Schedule E 15b 16b Farm income or loss. Attach Schedule F. Unemployment compensation. 20b Other income. List type and...amount Combine the amounts in the far right column for lines 7 through 21. This is your total income Educator expenses Certain business expenses of reservists performing artists and fee-basis government officials. Attach Form 2106 or 2106-EZ Health savings account deduction* Attach Form 8889 Moving expenses. Attach Form 3903. Deductible part of self-employment tax. Attach Schedule SE. Self-employed SEP SIMPLE and qualified plans. 31a Penalty on early withdrawal of savings. Alimony paid b...Recipient s SSN IRA deduction. Student loan interest deduction.
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Instructions and Help about IRS 1040
How to edit IRS 1040
How to fill out IRS 1040
Instructions and Help about IRS 1040
How to edit IRS 1040
To edit the IRS 1040, start by downloading or printing a copy of the form from the official IRS website. Use a pen to make handwritten corrections or utilize a PDF editing tool, such as pdfFiller, to modify digital copies directly. Ensure that any changes are clear and legible to avoid confusion during processing.
How to fill out IRS 1040
To fill out the IRS 1040, gather all necessary documentation such as W-2s, 1099s, and any other income statements. Start by entering your personal information at the top of the form, including your name, address, and Social Security number. Follow the line-by-line instructions carefully, reporting your income, deductions, and credits, and double-check the calculations for accuracy.
About IRS previous version
What is IRS 1040?
What is the purpose of this form?
Who needs the form?
When am I exempt from filling out this form?
Components of the form
Due date
What are the penalties for not issuing the form?
What information do you need when you file the form?
Is the form accompanied by other forms?
Where do I send the form?
About IRS previous version
What is IRS 1040?
IRS 1040 is the standard federal income tax form used by U.S. taxpayers to report their annual income. The form allows individuals to calculate their taxable income, determine their tax liability, and claim deductions and credits. This version of the form reflects the regulations and tax laws applicable during the 2019 tax year.
What is the purpose of this form?
The purpose of the IRS 1040 is to provide a structured method for taxpayers to report income, calculate taxes owed, and claim refunds for overpaid taxes. This form is essential for individuals and families to meet their annual tax obligations and comply with federal law.
Who needs the form?
Taxpayers who have a filing requirement based on their income level must complete the IRS 1040. Generally, if your gross income is above a certain threshold, or if you qualify for specific credits, you will need to file this form. This includes most wage earners, self-employed individuals, and those with investment income.
When am I exempt from filling out this form?
You may be exempt from filing the IRS 1040 if your income is below the taxable threshold, if you fall under certain categories such as non-resident aliens, or if you are not required to file due to specific exemptions. Additionally, certain low-income earners may qualify for the Earned Income Tax Credit (EITC) without needing to file.
Components of the form
The main components of IRS 1040 include personal information, income reporting sections, adjustments to income, standard or itemized deductions, tax credits, and tax liability calculations. Each section must be filled out accurately to ensure correct calculation of taxes owed or refunds due.
Due date
The due date for filing the IRS 1040 is typically April 15 following the end of the tax year. However, if this date falls on a weekend or holiday, the deadline may be extended. It is important to verify your specific filing date each year.
What are the penalties for not issuing the form?
Failing to file the IRS 1040 can result in penalties, including fines and interest on any taxes owed. The penalty for not filing on time can be as high as 5% of the unpaid tax amount for each month that the return is late, up to a maximum of 25%.
What information do you need when you file the form?
When filing the IRS 1040, you will need to gather information such as your Social Security number, W-2s or 1099 forms, documentation for other income sources, records of deductible expenses, and details of tax credits taken in the previous years. Having accurate and complete documentation will streamline the filing process.
Is the form accompanied by other forms?
The IRS 1040 may be accompanied by additional forms depending on your financial situation. Common attachments include Schedule A for itemized deductions, Schedule C for self-employment income, and Form 8889 for Health Savings Accounts. Review your circumstances to ensure compliance with all necessary documentation.
Where do I send the form?
The IRS 1040 should be mailed to the address specified in the form's instructions based on your state of residence and whether you are enclosing a payment. Alternatively, e-filing is recommended for faster processing and is available through IRS-approved software solutions or providers like pdfFiller.
FAQ about IRS 1040
What should I do if I realize I've made a mistake on my IRS 1040 after filing?
If you discover an error on your IRS 1040, the first step is to file an amended return using Form 1040-X. This form allows you to make corrections to your original filing. Ensure that you include any necessary documentation that supports the changes and follow the IRS guidelines for submission.
How can I track the status of my IRS 1040 after submission?
To check the status of your submitted IRS 1040, use the IRS 'Where's My Refund?' tool online. You'll need your Social Security number, filing status, and the exact amount of your refund. This tool will provide updates on whether your return has been received and is being processed.
What are some common errors taxpayers make when filing the IRS 1040?
Common mistakes include incorrect Social Security numbers, math errors, and failing to sign the form. To avoid these issues, double-check your information and calculations before submission, and consider using software that highlights common errors for the IRS 1040.
What are my options if my e-filed IRS 1040 gets rejected?
If your e-filed IRS 1040 is rejected, review the rejection code provided by the IRS. Each code indicates a specific issue that needs resolution. After correcting the error, you can resubmit your return electronically or file a paper version if necessary.
How long should I keep records related to my IRS 1040?
It's recommended to retain records related to your IRS 1040 for at least three years from the date of filing, as this is the typical period the IRS can audit your return. However, if you claim a loss from a worthless security or underreport income, you may need to keep records longer.
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Use this catalog to find any type of IRS forms. We've gathered all of them under this section uncategorized to help you to find a proper form faster. Once you spot it on this list, have a look at the versions and schedules you might need as attachments. All returns are available for 2016 and for previous fiscal years.
