1040T Form – Fill Out and Use This PDF

The Form 1040-T is designated by the Department of the Treasury— Internal Revenue Service as the U.S. Individual Income Tax Return. It serves as a comprehensive document used by individuals to declare their annual income, calculate taxes owed, and report any adjustments, deductions, or credits to which they may be entitled. For anyone navigating their yearly tax obligations, understanding how to properly fill out this form is crucial. Ensure you're prepared for tax season by clicking the button below to fill out your Form 1040-T accurately.

Get Form Now Download PDF

1040T Form PDF Details

Filing taxes can often seem like navigating through a dense forest without a map. But understanding the forms and what information you need can turn it into a straightforward path. One such form, the 1040-T form from the Department of the Treasury—Internal Revenue Service, is designed for U.S. individuals to report their income and calculate the taxes due. This form asks for detailed information, from personal details like your name and Social Security number to your income, adjustments, and deductions. Whether you're filing as a single person or jointly with a spouse, indicating your filing status is imperative. It also inquires about your total income, adjusted gross income, and whether you're eligible for deductions such as the standard deduction or itemized deductions. Furthermore, the form takes into account exemptions, tax credits, and other adjustments to ensure that taxpayers pay the right amount or receive the correct refund. It even includes sections for reporting interest and dividend income, dependent information, and credits for child and dependent care expenses, making it a comprehensive tool for the tax season. Understanding the purpose of each section and how it affects your tax filing can demystify the process, making tax season less daunting.

Question	Answer
Form Name	1040T Form
Form Length	6 pages
Fillable?	No
Fillable fields	0
Avg. time to fill out	1 min 30 sec
Other names	1040 t form, SSN, 1040t, RTN

Form Preview Example

Form

1040-T

Department of the Treasury—Internal Revenue Service

U.S. Individual Income Tax Return

IRS Use Only — Do not write or staple in this space.

Label Use the IRS label. Otherwise, print in ALL CAPITAL LETTERS. Leave a single space between names and words.

OMB No. 1545-1470

Your last name (surname), space, first name, space, and middle initial. (If either person is deceased, see

page 9 of the instructions.)

Your social security number

B If filing jointly, spouse’s last name (surname), space, first name, space, and middle initial

Spouse’s social security number

Home address (number and street). If P.O. box or foreign address, see page 15.

Apt./suite no.

For Privacy

Act and

R City, state or province, and ZIP code or postal code

Paperwork

Reduction

Foreign country. Do not abbreviate.

Act Notice,

see page 10.

Presidential Election

Do you want $3 to go to this fund?

Yes

Filling in “ Yes” will not

change your tax or

Campaign Fund See page 15. If filing a joint return, does your spouse want $3 to go to this fund?

Yes

reduce your refund.

Filing Status See pages 15-16.

If Married filing separately, Head of household, or Qualifying widow(er), see pages 15-16 for entry:

Fill in only	Single	Married filing jointly	Head of household (with qualifying person)
one circle:	Married filing separately		Qualifying widow(er) with dependent child
	Married filing separately		Qualifying widow(er) with dependent child

Total Income and Adjusted Gross Income

1	Wages, salaries, tips, etc. Attach W-2 form(s).								1	$	,	.
2a	Taxable interest income. See page 17. If over $400, complete Section A now.								2a $		,	.
b	Tax-exempt interest. See page 18.	2b $	,	.
3a	Dividend income. See page 18. If over $400, complete Section A now.								3a $		,	.
b	Capital gain distributions. Caution: Pending tax law may reduce the amount taxed. See page 18.								3b$		,	.
4	Taxable refunds, credits, or offsets of state and local income taxes. See page 18.								4	$	,	.
5a	Total IRA distributions.	5a $	,	.	b Taxable amount. See page 19.				5b$		,	.
6a	Total pensions and annuities.	6a $	,	.	b Taxable amount. See page 19.				6b$		,	.
7	Unemployment compensation. See page 21.								7	$	,	.
8a	Social security benefits.	8a $	,	.	b Taxable amount. See page 21.				8b$		,	.
9	Other income from list on page 22.								9	$	,	.
10	Total income. Add the amounts in the far right column for lines 1 through 9.								10	$	,	.
11	Your IRA deduction. See page 23.				11	$	,	.
							,	.
12	Spouse’s IRA deduction. See page 23.				12	$	,	.
							,	.
13	Penalty on early withdrawal of savings.				13	$	,	.
14	Alimony paid. Enter recipient’s SSN.	-	-	See page 26. 14		$	,	.

51T5AAA

*51T5AAA*

15	Total adjustments. Add lines 11 through 14. See page 26 for other adjustments.	15	$		,	.
16	Adjusted gross income. Subtract line 15 from line 10.	16	$		,	.
	If this amount is less than $26,673, see the statement at the right.			If line 1 and line 16 are
Standard Deduction or Itemized Deductions				If line 1 and line 16 are
Standard Deduction or Itemized Deductions				each	less than	$26,673

17Fill in circle and see page 26 if you are married filing separately and your spouse itemizes deductions. and a child lived with you (less than $9,230 if a child

18Fill in circle if your parents (or someone else) can claim you as a dependent on their return. didn’t live with you), see Earned Income Credit on

19Fill in all that apply. You were: Age 65 or older Blind. Spouse was: Age 65 or older Blind. page 31.

20	Enter the larger of your standard deduction (see page 27) OR your itemized deductions from	20	$	,	.
	Section B, line t. Your Federal income tax will be less if you enter the larger amount here.

21	Subtract line 20 from line 16.	21	$	,	.

Attach copy B of your	If you didn’t	Enclose, but do not attach,	Form 1040-T 1995	Page 1
Forms W-2, W-2G,	get a W-2,	your payment and payment
and 1099-R here.	see page 17.	voucher. See page 39.

1040T Form – Fill Out and Use This PDF

1040T Form PDF Details

Form Preview Example

1040T Form isn’t the one you’re looking for?

Related Documents