Irs Form 1040A

(Scroll down for download instructions and links to additional forms)

To be eligible to use form 1040 you must have:

  • an income of less than $50,000.
  • no itemized deductions
  • income sources only from:

- salaries and tips,
- interest and dividends,
- capital gains distributions,
- unemployment compensation,
- social security and railroad retirement,
- pensions and annuities,
- taxable scholarships, and
- qualified state tuition plan earnings.

  • income adjustments only for:

- IRA contributions
- student loan interest.

  • other taxes only from:

- advance income credit payments,
- recaptured education credits and
- alternative minimum tax.

  • credits claimed only for:

- child and dependent care expenses,
- elderly or disabled,
- earned income,
- adoption,
- child tax,
- education, and
- additional child tax.

As long as you are not "breaking" any of the above criteria, you may complete form 1040A, or file electronically, and get your refund 2-3 weeks faster.


You may also want to check the filing requirements for form 1040 to insure that you are not required to file that form instead.

To download Irs form 1040A click here

To download the form 1040A Instructions Booklet click here

Additional forms and schedules

Many people who file form 1040a also need to complete additional documents, called schedules, as well as worksheets, to help them with certain calculations. To figure out which schedules you need, consult the main 1040a form, and the form's Instructions Booklet, or simply file electronically.


Form 1040A, Schedule 1 - Interest & Dividend Income
Form 1040A, Schedule 2 - Child & Dependent Care Expenses
Form 1040A, Schedule 3 - Credit for Elderly or Disabled
Form 1040/1040A, Schedule EIC - Earned Income Credit


For additional forms, see our partial list federal tax forms.

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