For Disclosure Privacy Act and Paperwork Reduction Act Notice see separate instructions. Cat. No. 11320B Page 2 Form 1040 2011 Tax and Credits Standard Deduction for People who check any box on line 39a or 39b or who can be claimed as a see All others separately jointly or Qualifying widow er 11 600 Head of household Other Taxes Amount from line 37 adjusted gross income 39a Check if You were born before January 2 1947 Spouse was born before January 2 1947 If you have a child attach Schedule...EIC. These are your total payments. Federal income tax withheld from Forms W-2 and 1099. 2011 estimated tax payments and amount applied from 2010 return 64a Earned income credit EIC. Form Department of the Treasury Internal Revenue Service U.S. Individual Income Tax Return For the year Jan. 1 Dec. 31 2011 or other tax year beginning OMB No. 1545-0074 2011 ending IRS Use Only Do not write or staple in this space. See separate instructions. Your first name and initial Last name Your social...security number If a joint return spouse s first name and initial Spouse s social security number Apt. no. Home address number and street. If you have a P. O. box see instructions. City town or post office state and ZIP code. If you have a foreign address also complete spaces below see instructions. Foreign country name Filing Status Check only one box. Exemptions Presidential Election Campaign Check here if you or your spouse if filing jointly want 3 to go to this fund. Checking Foreign postal...code a box below will not change your tax or refund. You Spouse Foreign province/county Single Married filing jointly even if only one had income c Head of household with qualifying person. See instructions. If the qualifying person is a child but not your dependent enter this child s name here. and full name here. 6a b Qualifying widow er with dependent child Yourself* If someone can claim you as a dependent do not check box 6a. Dependents 1 First name social security number 4 if child under...age 17 qualifying for child tax credit see instructions relationship to you not entered above d 8b. 9a Qualified dividends. 9b Taxable refunds credits or offsets of state and local income taxes Alimony received. Business income or loss. Attach Schedule C or C-EZ. Capital gain or loss. Attach Schedule D if required* If not required check here Other gains or losses. Attach Form 4797. 15a 16a IRA distributions. b Taxable amount. Pensions and annuities 16a Rental real estate royalties partnerships...S corporations trusts etc* Attach Schedule E 15b 16b 20a Farm income or loss. Attach Schedule F. Unemployment compensation. 20b Other income. List type and amount Combine the amounts in the far right column for lines 7 through 21. This is your total income Educator expenses Certain business expenses of reservists performing artists and fee-basis government officials. Attach Form 2106 or 2106-EZ Health savings account deduction* Attach Form 8889 Moving expenses. Attach Form 3903. Deductible part...of self-employment tax. Attach Schedule SE. Self-employed SEP SIMPLE and qualified plans Penalty on early withdrawal of savings.
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Instructions and Help about IRS 1040
How to edit IRS 1040
How to fill out IRS 1040
Instructions and Help about IRS 1040
How to edit IRS 1040
To edit IRS 1040, first ensure you have the correct version of the form for your tax year. Use pdfFiller's editing tools to make amendments easily, including filling in personal information or correcting any errors. After making edits, save the document and confirm that all changes are accurately reflected before submission.
How to fill out IRS 1040
To fill out IRS 1040, start by gathering all necessary documents such as W-2s, 1099s, and records of other income and deductions. Follow these steps:
01
Provide your personal information, including your name, address, and Social Security number.
02
Report your income on Line 1 through Line 7f as applicable.
03
Calculate your adjustments and deductions to arrive at your taxable income.
04
Fill out the credits and payment sections to determine your tax obligations.
It may also be beneficial to review IRS instructions or consult a tax professional to ensure accuracy in filling out the form.
About IRS previous version
What is IRS 1040?
What is the purpose of this form?
Who needs the form?
When am I exempt from filling out this form?
Components of the form
Due date
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 previous version
What is IRS 1040?
IRS 1040 is the standard U.S. individual income tax form used to report income and calculate taxes owed or refunds due. It serves as the primary document for taxpayers in filing their annual income tax returns with the Internal Revenue Service (IRS). The form is crucial for ensuring compliance with federal tax regulations.
What is the purpose of this form?
The primary purpose of IRS 1040 is to provide the federal government with information about your income, deductions, and tax liabilities for the year. This form allows taxpayers to report various types of income, claim deductions, and calculate the amount of tax owed or refund expected. Accurate completion is essential for compliance and can affect future tax obligations.
Who needs the form?
Individuals who earn income, whether from employment, self-employment, or other sources, typically need to complete IRS 1040. If your gross income exceeds the IRS threshold for your filing status, you are required to file this form. Specific categories, such as non-resident aliens or certain low-income taxpayers, may have different filing requirements.
When am I exempt from filling out this form?
You may be exempt from filling out IRS 1040 if your income is below a certain threshold defined by the IRS, or if you meet specific criteria such as being a dependent or lacking taxable income. Additionally, certain categories like foreign income exclusions may apply, allowing some individuals to avoid filing altogether. It's important to consult IRS guidelines or a tax professional for detailed criteria.
Components of the form
The IRS 1040 form includes several critical components: personal information section, income reporting lines, deductions and adjustments section, tax calculation area, and credits section. Each of these components plays a significant role in determining your total tax obligation and eligibility for refunds. Understanding each section will aid in accurate completion and compliance.
Due date
The due date for submitting IRS 1040 is typically on April 15th of the year following the tax year being reported. However, if this date falls on a weekend or holiday, the deadline is usually extended to the next business day. It is crucial for taxpayers to file on time to avoid penalties and interest on unpaid taxes.
What are the penalties for not issuing the form?
Failing to issue IRS 1040 by the due date can result in significant penalties, including a failure-to-file penalty and interest on any unpaid taxes. The penalty structure may vary based on how late the form is filed and the amount of tax owed. Repeated delays or missed filings can lead to more severe repercussions, highlighting the importance of annual compliance.
What information do you need when you file the form?
When filing IRS 1040, you need to gather essential documents and information, including your social security number, income statements such as W-2s and 1099s, records of deductions and credits, and any prior year tax information. This data is vital for accurately reporting income and fulfilling your tax obligations.
Is the form accompanied by other forms?
IRS 1040 may require accompanying forms depending on your tax situation. Common supplementary forms include Schedule A for itemized deductions, Schedule C for self-employment income, and various additional schedules for credits and other specific situations. Ensure you have reviewed any additional forms necessary for your filing to avoid errors.
Where do I send the form?
The mailing address for IRS 1040 varies based on your location and whether you are enclosing a payment. Generally, you should refer to the IRS instructions for the latest addresses. Alternatively, e-filing options may allow you to submit your form electronically, offering a quicker and more secure method of filing.
FAQ about IRS 1040
How can I correct errors on my filed IRS 1040?
To correct errors on your filed IRS 1040, you need to submit an amended return using Form 1040-X. Ensure you provide the necessary information regarding the changes and attach any supporting documents. Submitting an amended return is essential to rectify discrepancies before any potential audits or penalties arise.
What should I do if my IRS 1040 e-filing gets rejected?
If your IRS 1040 e-filing is rejected, review the email notification for specific rejection codes. Common issues include incorrect Social Security Numbers or mismatches with prior returns. Once you fix the identified errors, you can re-submit your e-filing to the IRS.
How long should I retain records related to my IRS 1040?
You should keep records related to your IRS 1040 for at least three years after the due date of the return or the date it was filed, whichever is later. These records may be useful if the IRS audits your return or if there's a need to amend it in the future.
Can I file my IRS 1040 on behalf of someone else?
Yes, you may file an IRS 1040 on behalf of someone else if you have proper authorization, often facilitated through a Power of Attorney (POA) document. Ensure you comply with the IRS regulations related to signatures and submission when acting for another individual.
What happens if I receive an IRS notice after filing my 1040?
If you receive an IRS notice after filing your 1040, carefully read the notice to understand the IRS's concerns. Responding promptly with the required documentation or information is crucial to resolve issues effectively. Keeping records of your correspondence can also be beneficial.
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Use this catalog to find any type of IRS forms. We've gathered all of them under this section uncategorized to help you to find a proper form faster. Once you spot it on this list, have a look at the versions and schedules you might need as attachments. All returns are available for 2016 and for previous fiscal years.
