IRS 1040 - Schedule A 2015 free printable template

For Paperwork Reduction Act Notice see Form 1040 instructions. Cat. No. 17145C Schedule A Form 1040 2015. SCHEDULE A Form 1040 OMB No* 1545-0074 Itemized Deductions Department of the Treasury Internal Revenue Service 99 Information about Schedule A and its separate instructions is at www*irs*gov/schedulea* Attach to Form 1040. Name s shown on Form 1040 Medical and Dental Expenses Taxes You Paid Interest You Paid Note Your mortgage deduction may be limited see instructions. Caution Do not...include expenses reimbursed or paid by others. 1 Medical and dental expenses see instructions. 2 Enter amount from Form 1040 line 38 3 Multiply line 2 by 10. 10. But if either you or your spouse was born before January 2 1951 multiply line 2 by 7. 5. 075 instead 4 Subtract line 3 from line 1. If line 3 is more than line 1 enter -0-. 5 State and local check only one box a Income taxes or. b General sales taxes 6 Real estate taxes see instructions. 7 Personal property taxes. 8 Other taxes. List...type and amount 9 Add lines 5 through 8. 10 Home mortgage interest and points reported to you on Form 1098 10 to the person from whom you bought the home see instructions and show that person s name identifying no. and address. 12 Points not reported to you on Form 1098. See instructions for special rules. 13 Mortgage insurance premiums see instructions. 14 Investment interest. Attach Form 4952 if required* See instructions. 14 15 Add lines 10 through 14. Gifts to 16 Gifts by cash or check. If...you made any gift of 250 or more Charity 17 Other than by cash or check. If any gift of 250 or more see If you made a gift and got a benefit for it 18 Carryover from prior year. Casualty and Theft Losses Attachment Sequence No* 07 Your social security number 20 Casualty or theft loss es. Attach Form 4684. See instructions. Job Expenses 21 Unreimbursed employee expenses job travel union dues and Certain job education etc* Attach Form 2106 or 2106-EZ if required* Miscellaneous Deductions 22 Tax...preparation fees. 23 Other expenses investment safe deposit box etc* List type and amount Other Other from list in instructions. List type and amount 29 Is Form 1040 line 38 over 154 950 Total Itemized No* Your deduction is not limited* Add the amounts in the far right column for lines 4 through 28. Also enter this amount on Form 1040 line 40. Yes. Your deduction may be limited* See the Itemized Deductions Worksheet in the instructions to figure the amount to enter. 30 If you elect to itemize...deductions even though they are less than your standard deduction check here. SCHEDULE A Form 1040 OMB No* 1545-0074 Itemized Deductions Department of the Treasury Internal Revenue Service 99 Information about Schedule A and its separate instructions is at www*irs*gov/schedulea* Attach to Form 1040. Name s shown on Form 1040 Medical and Dental Expenses Taxes You Paid Interest You Paid Note Your mortgage deduction may be limited see instructions. Name s shown on Form 1040 Medical and Dental...Expenses Taxes You Paid Interest You Paid Note Your mortgage deduction may be limited see instructions. Caution Do not include expenses reimbursed or paid by others. 1 Medical and dental expenses see instructions.

Instructions and Help about IRS 1040 - Schedule A

How to edit IRS 1040 - Schedule A

How to fill out IRS 1040 - Schedule A

Instructions and Help about IRS 1040 - Schedule A

How to edit IRS 1040 - Schedule A

To edit the IRS 1040 - Schedule A tax form, you can use pdfFiller's form editing tools. Upload the PDF file to the platform, where you can add or remove information easily. Ensure all information is accurate and up-to-date, as incorrect entries can lead to filing delays or penalties. Once completed, save the updated version to your device or submit it directly through pdfFiller.

How to fill out IRS 1040 - Schedule A

To fill out IRS 1040 - Schedule A, first collect all necessary documentation, including receipts for itemized deductions. Start by entering your personal information at the top of the form. Next, complete the sections related to various categories of deductions such as medical expenses, taxes you paid, mortgage interest, and charitable contributions. Review each section for completeness before submitting the form.

About IRS 1040 - Schedule A 2020 previous version

What is IRS 1040 - Schedule A?

What is the purpose of this form?

Who needs the form?

When am I exempt from filling out this form?

Components of the form

What payments and purchases are reported?

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 1040 - Schedule A 2020 previous version

What is IRS 1040 - Schedule A?

IRS 1040 - Schedule A is a tax form used by U.S. taxpayers to report itemized deductions. Taxpayers can choose between taking the standard deduction or itemizing deductions on this form. The choice depends on which method provides a greater tax benefit. Schedule A must accompany Form 1040 when filing their individual income taxes.

What is the purpose of this form?

The purpose of IRS 1040 - Schedule A is to enable taxpayers to detail their itemized deductions to potentially reduce their taxable income. Common deductions include medical expenses, mortgage interest, and state and local taxes. Proper completion of this form can lead to significant tax savings depending on the individual financial situation.

Who needs the form?

Taxpayers who choose to itemize their deductions need to complete IRS 1040 - Schedule A. This includes individuals whose total deductions exceed the standard deduction amount for their filing status. Additionally, certain taxpayers with specific deductible expenses, such as substantial medical bills or high mortgage interest payments, will benefit from using this schedule.

When am I exempt from filling out this form?

You may be exempt from filling out IRS 1040 - Schedule A if you choose to take the standard deduction instead of itemizing your deductions. Certain categories of taxpayers, such as those with income below a specified threshold or specific filing statuses, may find that itemizing is not beneficial. Always review the latest IRS guidelines to determine eligibility for standard deduction exemptions.

Components of the form

IRS 1040 - Schedule A consists of several sections that capture different types of itemized deductions. The main components include sections for medical expenses, taxes, interest paid, gifts to charity, and miscellaneous deductions. Each section requires specific details, including amounts and types of expenses. Ensure to follow the instructions laid out in each section for accurate reporting.

What payments and purchases are reported?

On IRS 1040 - Schedule A, taxpayers report a variety of payments and purchases that qualify as deductions. This includes unreimbursed medical expenses, state and local taxes, mortgage interest, and charitable contributions. Accurate documentation of each deduction claimed is essential to support your declarations during an audit or verification process.

What are the penalties for not issuing the form?

Failure to complete and submit IRS 1040 - Schedule A when required can result in penalties, including increased tax liabilities due to loss of deductions. Additionally, the IRS may impose fines for late submissions or incorrect information. It is crucial for taxpayers to file the form accurately and on time to avoid such penalties.

What information do you need when you file the form?

When filing IRS 1040 - Schedule A, gather all necessary documentation and information. This includes receipts for deductible expenses, records of medical bills, mortgage interest statements, and proof of charitable contributions. Having this information readily available can streamline the process and ensure accurate completion of the form.

Is the form accompanied by other forms?

IRS 1040 - Schedule A is typically filed alongside Form 1040, the primary tax return for individual taxpayers. Depending on your tax situation, additional forms may be required for specific deductions reported on Schedule A. Review the IRS guidelines for any supplementary forms that may be necessary based on the deductions you claim.

Where do I send the form?

IRS 1040 - Schedule A should be submitted according to the instructions provided for Form 1040 filing. This usually involves sending it to the address specified for your state on the IRS website. Ensure you verify the mailing address and follow up on any additional requirements, such as electronic filing options through tools like pdfFiller, for a more efficient process.

FAQ about IRS 1040 - Schedule A

What should I do if I realize I've made a mistake on my IRS 1040 - Schedule A?

If you discover a mistake on your IRS 1040 - Schedule A after submission, you should file an amended return using Form 1040-X. This form will allow you to correct your original filing. Ensure you include the corrected information and outline the changes made to avoid confusion or rejection.

How can I track the status of my IRS 1040 - Schedule A after filing?

To track the status of your IRS 1040 - Schedule A submission, visit the IRS 'Where's My Refund?' tool online. This platform provides updates on the processing status of your tax return. Have your personal information handy to check the status efficiently.

What should I do if my e-filed IRS 1040 - Schedule A gets rejected?

If your e-filed IRS 1040 - Schedule A is rejected, review the error code provided by the IRS. Correct the issues as indicated and resubmit the form. Always ensure your information is accurate to prevent future rejections.

How long should I keep records relating to my IRS 1040 - Schedule A?

You should retain records related to your IRS 1040 - Schedule A for at least three years. This includes receipts, statements, and any documentation supporting your deductions. Keeping these records helps in case of an audit or if you need to amend your return.