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Personal Tax -> Federal Individual Income Tax Return Forms

Personal Income Tax Forms

There are three forms normally used for filing individual federal income tax returns.  The links below are to pdf files on the IRS website.

Form 1040EZ and Instructions

Income Tax Return for Single and Joint Filers With No Dependents - this is the simplest form to fill out.

Use the 1040EZ if:

bulletYour taxable income is below $100,000
bulletYour filing status is single or married filing jointly
bulletYou are not claiming any dependents
bulletYour interest income is $1,500 or less

Note re nonresident aliens:  If you were a nonresident alien at any time in the tax year, your filing status must be married filing jointly to use Form 1040EZ.  Otherwise, you may have to use Form 1040NR or 1040NR-EZ (links below).  Specific rules apply to determine if you were a nonresident or resident alien.  See Publication 519 for details, including the rules for students and scholars who are aliens.

Form 1040A and Instructions

U.S. Individual Income Tax Return - using this form, you cannot itemize deductions

Use the 1040A if:

bulletYour taxable income is below $100,000
bulletYou have capital gain distributions
bulletYou claim certain tax credits
bulletYou claim adjustments to income for IRA contributions and student loan interest

Form 1040 and Instructions

U.S. Individual Income Tax Return - this is the most detailed income tax return to fill out.

Use the 1040 if:

bulletYour taxable income is $100,000 or more
bulletYou claim itemized deductions
bulletYou are reporting self-employment income
bulletYou are reporting income from sale of property

IRS Topic 352 - Which Form - 1040, 1040A or 1040EZ? - If , after reading the articles on the three forms, you are not clear on which form to use, see this information on the IRS website. 

Less commonly used income tax return forms:

Form 1040-C U.S. Departing Alien Income Tax Return and Inst 1040-C Instructions

Form 1040-NR U.S. Nonresident Alien Income Tax Return and Inst 1040-NR Instructions

Form 1040-NR-EZ U.S. Income Tax Return for Certain Nonresident Aliens With No Dependents and Inst 1040-NR-EZ Instructions

Form 1040-SS U.S. Self-Employment Tax Return (Including the Additional Child Tax Credit for Bona Fide Residents of Puerto Rico) and Inst 1040-SS Instructions

Form 1040-X Amended U.S. Individual Income Tax Return and Inst 1040-X Instructions

Form 1041 U.S. Income Tax Return for Estates and Trusts and Inst 1040 Instructions

Form 1041-N U.S. Income Tax Return for Electing Alaska Native Settlement Trusts and Inst 1041-N Instructions

All forms - IRS website

Revised: March 21, 2018

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