Form 1040A - US Individual Income Tax Return

Form 1040A is used to report taxpayer information to the IRS in order to complete tax related obligations for income earned during the tax year.

Who can use Form 1040A?

You can use Form 1040A if all six of the following apply:

1. You only had income from the following sources:

  • Wages, salaries and tips.
  • Interest and ordinary dividends.
  • Capital gains distributions.
  • Taxable scholarship and fellowship grants.
  • Unemployment compensation.
  • Taxable social security and railroad retirement benefits.
  • Alaska Permanent Fund dividends.

    • 2. The only adjustments to income you can claim are:

  • Educator expenses.
  • IRA deduction.
  • Student loan interest deduction.
  • Tuition and fees deduction.

    • 3. You do not itemize deductions.

    4. Your taxable income (line 27) is less than $100,000.

    5. The only tax credits you can claim are:

  • Child tax credit.
  • Additional child tax credit.
  • Education credits.
  • Earned income credit.
  • Credit for child and dependent care expenses.
  • Credit for the elderly or the disabled.
  • Adoption credit.
  • Retirement savings contributions credit.

    • 6. You did not have an alternative minimum tax adjustment.

    You can also use Form 1040A if you received advance earned income credit (EIC) payments, dependent care benefits, or employer-provided adoption benefits, or if you owe tax from the recapture of an education credit or the alternative minimum tax.

    You should file your return no later than April 16, 2007.