For Disclosure Privacy Act and Paperwork Reduction Act Notice see separate instructions. Cat. No. 11320B Form 1040 2017 Page 2 Amount from line 37 adjusted gross income Tax and Credits 39a Check if 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 12 700 Head of household Other Taxes 60a Unreported social security and Medicare tax from Form a First-time homebuyer credit repayment. Form...Department of the Treasury Internal Revenue Service U*S* Individual Income Tax Return OMB No* 1545-0074 2017 ending IRS Use Only Do not write or staple in this space. See separate instructions. For the year Jan* 1 Dec* 31 2017 or other tax year beginning 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/state/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 see instructions 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 Total number of exemptions claimed 8a 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 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. 31a Penalty on early withdrawal of savings. Alimony paid b...Recipient s SSN IRA deduction. Student loan interest deduction.
pdfFiller is not affiliated with IRS
Get, Create, Make, and Sign IRS 1040
Edit your IRS 1040 online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share your form instantly
Email, fax, or share your IRS 1040 via URL. You can also download, print, or export forms to your preferred cloud storage service.
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, you can use pdfFiller's online tools that allow you to fill in required fields, correct errors, or update information easily. The platform supports various document edits, including adding text, signatures, and notes. You can save your changes directly on pdfFiller, making it convenient to adjust your tax form before submission.
How to fill out IRS 1040
Filling out IRS 1040 requires the collection of your personal, financial, and income information. Follow these steps:
01
Gather necessary documentation, including W-2s, 1099s, and other income statements.
02
Start the form by entering your personal information at the top, including your name, address, and Social Security number.
03
Report your income on the designated lines, making sure to include all sources of income.
04
Calculate your adjusted gross income (AGI) and deductions accurately to determine your taxable income.
05
Complete the appropriate sections regarding tax credits and payments before concluding with your signature.
About IRS previous version
What is IRS 1040?
IRS 1040 is the standard individual income tax return form used by U.S. taxpayers to report their annual income. It serves as the primary document for income tax filing, where individuals disclose their earnings, claim deductions, and calculate their tax liability for the year. This form can also be adjusted for additional schedules if necessary.
Who needs the form?
Individuals who earn income and are required to file federal income tax must complete IRS 1040. This includes employees, self-employed workers, and those who receive income from rental properties or investments. Additionally, if your income meets or exceeds the filing threshold for your filing status, you must submit this form.
Components of the form
IRS 1040 includes various components such as personal information sections, income reporting lines, deduction and credit claims, and tax calculations. Essential parts are the Schedule A for itemized deductions, Schedule B for interest and dividends, and Schedule C for business income. Each component serves to provide comprehensive tax information based on individual circumstances.
What information do you need when you file the form?
When filing IRS 1040, you need to gather various pieces of information, including your Social Security number, income statements (W-2s, 1099s), records of other income, deductions, and credits. You should also collect information about bank accounts for electronic filing and receipt of any refunds.
Is the form accompanied by other forms?
IRS 1040 may require additional forms and schedules based on individual circumstances. Commonly used forms include Schedule A for itemizing deductions, Schedule B for reporting interest and dividends, and Schedule C for reporting business income. It is essential to check which forms apply to your situation to ensure accurate filing.
What is the purpose of this form?
The purpose of IRS 1040 is to ensure that individuals accurately report their income and determine the amount of tax owed to the federal government. It allows taxpayers to take advantage of various deductions and credits to reduce their overall tax burden. By using this form, taxpayers contribute to funding federal programs and services.
When am I exempt from filling out this form?
You may be exempt from filling out IRS 1040 if your income is below the minimum filing requirement set by the IRS. Additionally, certain categories such as dependents who earn less than a specified amount may also be exempt. However, even if not required, some individuals may choose to file a return to claim refundable tax credits.
Due date
The due date for filing IRS 1040 typically falls on April 15 of the following year unless it falls on a weekend or holiday, in which case the deadline is extended to the next business day. Taxpayers can request a six-month extension if needed, but any taxes owed must still be paid by the original due date to avoid penalties.
What are the penalties for not issuing the form?
Failing to file IRS 1040 by the deadline can result in penalties and interest on any taxes owed. The initial penalty for late filing is generally 5% of the unpaid taxes for each month the return is late, up to a maximum of 25%. Additionally, taxpayers may incur interest charges on the unpaid balance until it is paid in full.
Where do I send the form?
The submission location for IRS 1040 depends on your state of residence and whether you are filing electronically or by mail. If submitting by mail, use the appropriate IRS address, which can be found on the IRS website. For electronic filing, most tax software programs will automatically route your submission to the IRS.
FAQ about IRS 1040
What should I do if I realize I've made a mistake after filing my IRS 1040?
If you discover an error after filing your IRS 1040, you should file an amended return using Form 1040-X. This form enables you to correct mistakes or report additional income. Ensure to clearly indicate the changes and provide a brief explanation for each modification.
How can I check the status of my IRS 1040 after submission?
You can verify the status of your IRS 1040 by utilizing the IRS 'Where's My Refund?' tool or by calling the IRS directly. This service provides updates on processing times and outlines any actions needed on your part, including addressing potential rejection codes if your e-file encounters issues.
What is the importance of setting an e-signature on my IRS 1040?
An e-signature on your IRS 1040 is crucial for verifying your identity when filing electronically. It's accepted by the IRS as legally binding, ensuring your return is authenticated. Maintain the privacy and security of your e-signature to protect your personal information.
What common errors should I be aware of when filing my IRS 1040?
Some common errors when filing your IRS 1040 include incorrect Social Security numbers, miscalculating your income, and failing to sign your return. To avoid these mistakes, review your documents carefully and consider using tax software that offers error-checking features.
What should I do if I receive a notice from the IRS after submitting my IRS 1040?
Upon receiving a notice from the IRS regarding your submitted IRS 1040, carefully read the correspondence for specific instructions or required actions. Prepare any necessary documentation and respond within the indicated timeframe to resolve the issue effectively.
See what our users say
Read user feedback and try pdfFiller to explore all its benefits for yourself
For a novice like me, it worked out great, easy to follow.
Linda R
So far I like what I am working with, I will probalby keep it
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.
