Tax Short Form 1040A

 
 

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 1040 EZ Income Tax Return for Single and Joint Filers with No Dependents
W-2 Wage and Tax Statement (earnings from your employer(s)
Personal Tax Information Information such as name(s), address, birthdate, etc.
Payment Information
Tax Payments Please provide Payment Information for All returns

 

 1040A U. S. Individual Income Tax Return
W-2 Wage and Tax Statement (earnings from your employer(s)
Tax Exemptions List your dependents to help reduce your taxable income
Personal Tax Information Information such as name(s), address, birthdate, etc.
Tax Credits Child Care, Education, Earned Income (EIC) Credits
Tax Other Income 1099 Income, State Tax Refund, Social Security, alimony, etc.
Payment Information
Tax Payments Please provide Payment Information for All returns
 
 
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Form 1040EZ - Income Tax Return for Single and Joint Filers With No Dependents
use this form if:

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Your filing status is Single or Married filing jointly.

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You do not claim any dependents.

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You do not claim a student loan interest deduction.

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You had ONLY wages, salaries, tips, taxable scholarship or fellowship grants, unemployment compensation, qualified state tuition program earnings, or Alaska Permanent Fund dividends.

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Your taxable interest was not over $400.00

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You did not receive any advance earned income credit payments.

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Complete the easy to use forms above.  I will contact you within 24 hours if I need further information.  If you have further questions, call, fax, e-mail or complete the comments sections on the on-line forms.


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Form 1040A - U.S. Individual Income Tax Return (Short Form)
use this form if:
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Your income in ONLY from wages, salaries, tips, IRA distributions, pensions and annuities, taxable social security and railroad retirement benefits, taxable scholarship and fellowship grants, interest, ordinary dividends (including Alaska Permanent Fund dividends), qualified state tuition program earnings, and unemployment compensation.

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Your taxable income is less that $50,000.00

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Your adjustments to income are for only the following items:
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The deduction for contributions to an IRA.

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The student loan interest deduction.

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You do not itemize your deductions.

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Your taxes are from only the following items:
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Tax Table.

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Alternative minimum tax.

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Advance earned income credit (EIC) payments, if you received any.

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You claim only the following credits:
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The credit for child and dependent care expenses.

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The credit for the elderly or the disabled.

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The child tax credit.

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The educations credits.

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The earned income credit.

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The adoption credit.

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You must meet all of the above requirements to use Form 1040A.  If you do not, you MUST use Form 1040, U.S. Individual Income Tax Return.

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Call for more information:  (760) 508-4506
Jerry Mallard - Proprietor.

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E-mail:  jmallard@jmallard.com

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