What Are the Federal Instructions of a 1040A Tax Form?


Quick Answer

Form 1040A instructs taxpayers to submit identifying information about themselves and their family members, information that determines eligibility for credits and deductions, detailed income information, and tax payments, explains the Internal Revenue Service. As of 2015, taxpayers must meet certain criteria to use this form, including an annual income less than $100,000 and no itemized deductions.

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Full Answer

Any name changes should be reported to the Social Security Administration prior to filing Form 1040A to prevent processing delays, advises the IRS. In addition to names, the first section requires an address and Social Security numbers. Lines one through five require filing status information. Line six details the number of exemptions. Taxpayers count themselves, spouses and any dependent children, entering the total on line six, section D.

Lines seven through 14 require income information, according to the IRS. Taxpayers must list all income from wages, salaries and tips on line seven. Taxpayers should list interest information on line eight, dividends on line nine and capital gains distributions on line 10. Pensions, individual retirement account distributions, Social Security and unemployment compensation are listed on lines 11 through 14, and the total of lines seven through 14 is listed on line 15.

Qualified deductions are subtracted from line 15 to produce the adjusted gross income on line 20, notes the IRS. Lines 22 through 26 use the standard deduction and exemptions to determine the taxable income on line 27. Lines 28 through 38 use tax credits and the tax table to determine the total tax on line 39, while Forms W-2 and 1099 are used to determine total payments on line 46. The rest of the form provides sections for a refund, payment due and signatures.

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