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Frequently Asked Questions

Who qualifies to file a 1040?

The question of who has to file Form 1040, or one of its simpler variants, can be fairly complicated. For most people, this is determined by three factors: (a) your filing status; (b) your age; and (c) the amount of taxable income you made over the tax year in question.

Which 1040 Form should I use?

You can always use Form 1040, regardless of whether you qualify to use Form 1040A or 1040EZ. Forms 1040A and 1040EZ are just simplified, shorter versions of Form 1040. They are intended for people who have uncomplicated tax returns.

What is the 1040 tax form used for?

The IRS Form 1040 is one of the official documents that U.S. taxpayers can use to file their annual income tax return. The form is divided into sections where you can report your income and deductions to determine the amount of tax you owe or the refund you can expect to receive.

Is the 1040 state or federal?

Form 1040 is the U.S. Federal Individual Income Tax Return. It is the simplest form for individual federal income tax returns filed with the IRS. They are due each year on April 15 of the year after the tax year in question.


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