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Which tax form to file?


There are three types of 1040 forms(1040 EZ, 1040 A, and 1040) for filing your tax return. Which form you should use depends on your tax situation. It’s important to file the correct form to ensure that your return is processed quickly. Preparing your return with the help of tax preparation software is an easy way to make sure you are filing the right type of forms.

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

Forms

1040 EZ
1040 A
1040

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