1040Ez Form PDF Details

Filing taxes can be a straightforward process for individuals fitting a specific profile, and this simplicity is embodied in the Form 1040EZ, a document once designated by the Department of the Treasury—Internal Revenue Service for Income Tax Return for Single and Joint Filers With No Dependents. Available up until 2017, this one-page form was designed for the tax year it represents, tailoring its use to people who had uncomplicated tax situations. To qualify for this simplified process, filers needed to meet certain criteria, such as having a filing status of single or married filing jointly, without any dependents, being under 65 and not blind by the end of the tax year, and having income primarily through wages, salaries, tips, and other limited sources—without exceeding a specified limit. Furthermore, eligible individuals could not claim adjustments to income or most tax credits, except for the Earned Income Credit (EIC), making the form a quick option for those with straightforward financial situations. By ensuring the correct application of criteria like these, Form 1040EZ streamlined the tax filing process, allowing for an easier, quicker way to manage one's yearly obligation to report income to the federal government. While the IRS has since retired Form 1040EZ, transitioning to a revamped Form 1040 and accompanying schedules for all filers, understanding the historical context and requirements of the 1040EZ gives insight into the evolution of tax filing in the United States.

QuestionAnswer
Form Name1040Ez Form
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other names1040ez, printable 1040ez form, form 1040 e z, form 1040ez

Form Preview Example

 

 

Department of the Treasury—Internal Revenue Service

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Form

 

Income Tax Return for Single and

2017

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1040EZ

 

Joint Filers With No Dependents (99)

 

 

 

 

 

 

 

 

 

 

 

 

 

OMB No. 1545-0074

 

 

Your first name and initial

 

 

 

 

 

 

Last name

 

 

 

 

 

 

 

 

 

 

 

 

 

Your social security number

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

If a joint return, spouse’s first name and initial

Last name

 

 

 

 

 

 

 

 

 

 

 

 

 

Spouse’s social security number

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Home address (number and street). If you have a P.O. box, see instructions.

 

 

 

 

 

 

 

Apt. no.

 

▲

Make sure the SSN(s)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

above are correct.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below (see instructions).

 

 

 

 

 

 

 

 

 

Presidential Election Campaign

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Check here if you, or your spouse if filing

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

jointly, want $3 to go to this fund. Checking

Foreign country name

 

 

 

 

 

 

 

 

 

 

Foreign province/state/county

Foreign postal code

 

a box below will not change your tax or

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

refund.

 

 

You

 

 

 

Spouse

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Income

1

Wages, salaries, and tips. This should be shown in box 1 of your Form(s) W-2.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Attach

 

 

Attach your Form(s) W-2.

 

 

 

 

 

 

 

 

 

 

 

 

1

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Form(s) W-2

 

2

Taxable interest. If the total is over $1,500, you cannot use Form 1040EZ.

 

 

 

 

 

2

 

 

 

 

 

 

 

 

 

here.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Enclose, but do

3

Unemployment compensation and Alaska Permanent Fund dividends (see instructions).

3

 

 

 

 

 

 

 

 

 

not attach, any

 

 

 

 

 

 

 

 

 

payment.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

4

Add lines 1, 2, and 3. This is your adjusted gross income.

 

 

 

 

 

 

 

 

4

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

5

If someone can claim you (or your spouse if a joint return) as a dependent, check

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

the applicable box(es) below and enter the amount from the worksheet on back.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

You

 

 

 

 

Spouse

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

If no one can claim you (or your spouse if a joint return), enter $10,400 if single;

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$20,800 if married filing jointly. See back for explanation.

 

 

 

 

 

 

 

 

5

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

6

Subtract line 5 from line 4. If line 5 is larger than line 4, enter -0-.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

This is your taxable income.

 

 

 

 

 

 

 

 

▶

6

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Payments,

7

Federal income tax withheld from Form(s) W-2 and 1099.

 

 

 

 

 

 

 

 

7

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

8a

Earned income credit (EIC) (see instructions)

 

 

 

 

 

 

 

 

 

 

 

 

 

8a

 

 

 

 

 

 

 

 

 

Credits,

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

b

Nontaxable combat pay election.

8b

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

and Tax

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

9

Add lines 7 and 8a. These are your total payments and credits.

 

 

 

 

▶

9

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

10

Tax. Use the amount on line 6 above to find your tax in the tax table in the

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

instructions. Then, enter the tax from the table on this line.

 

 

 

 

 

 

 

 

10

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

11

 

 

 

 

 

 

 

 

 

 

11

Health care: individual responsibility (see instructions)

Full-year coverage

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

12

Add lines 10 and 11. This is your total tax.

 

 

 

 

 

 

 

 

 

 

 

 

12

 

 

 

 

 

 

 

 

 

Refund

13a

If line 9 is larger than line 12, subtract line 12 from line 9. This is your refund.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

If Form 8888 is attached, check here ▶

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

13a

 

 

 

 

 

 

 

 

 

Have it directly

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

deposited! See

▶ b

Routing number

 

 

 

 

 

 

 

 

 

 

 

 

 

 

▶ c Type:

 

 

Checking

 

 

 

Savings

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

instructions and

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

fill in 13b, 13c,

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

and 13d, or

▶ d

Account number

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Form 8888.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

14

If line 12 is larger than line 9, subtract line 9 from line 12. This is

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Amount

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

You Owe

 

 

the amount you owe. For details on how to pay, see instructions.

 

 

 

 

▶

14

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Third Party

Do you want to allow another person to discuss this return with the IRS (see instructions)?

 

 

 

 

Yes. Complete below.

 

 

No

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Designee

Designee’s

 

 

Phone

 

 

Personal identification

 

name

▶

 

no.

▶

 

number (PIN)

▶

 

 

 

 

 

 

 

 

Sign

Here

Joint return? See instructions.

Keep a copy for your records.

Paid

Preparer

Use Only

Under penalties of perjury, I declare that I have examined this return and, to the best of my knowledge and belief, it is true, correct, and accurately lists all amounts and sources of income I received during the tax year. Declaration of preparer (other than the taxpayer) is based on all information of which the preparer has any knowledge.

▲

Your signature

 

Date

Your occupation

 

Daytime phone number

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Spouse’s signature. If a joint return, both must sign.

Date

Spouse’s occupation

 

If the IRS sent you an Identity Protection

 

 

 

 

 

 

 

 

 

 

 

 

PIN, enter it

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

here (see inst.)

 

 

 

 

 

 

 

 

 

Print/Type preparer’s name

Preparer’s signature

 

 

Date

 

Check

 

if

 

PTIN

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

self-employed

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Firm’s name ▶

 

 

 

 

Firm’s EIN

▶

 

 

 

 

 

 

 

 

 

Firm’s address ▶

 

 

 

 

Phone no.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions.

Cat. No. 11329W

Form 1040EZ (2017)

 

Form 1040EZ (2017)

Page 2

 

 

Use this form if

•Your filing status is single or married filing jointly. If you are not sure about your filing status, see instructions.

•You (and your spouse if married filing jointly) were under age 65 and not blind at the end of 2017. If you were born on January 1, 1953, you are considered to be age 65 at the end of 2017.

•You do not claim any dependents. For information on dependents, see Pub. 501.

•Your taxable income (line 6) is less than $100,000.

•You do not claim any adjustments to income. For information on adjustments to income, use the Tax Topics listed under Adjustments to Income at www.irs.gov/taxtopics (see instructions).

•The only tax credit you can claim is the earned income credit (EIC). The credit may give you a refund even if you do not owe any tax. You do not need a qualifying child to claim the EIC. For information on credits, use the Tax Topics listed under Tax Credits at www.irs.gov/taxtopics (see instructions). If you received a Form 1098-T or paid higher education expenses, you may be eligible for a tax credit or deduction that you must claim on Form 1040A or Form 1040. For more information on tax benefits for education, see Pub. 970.

Caution: If you can claim the premium tax credit or you received any advance payment of the premium tax credit in 2017, you must use Form 1040A or Form 1040.

•You had only wages, salaries, tips, taxable scholarship or fellowship grants, unemployment compensation, or Alaska Permanent Fund dividends, and your taxable interest was not over $1,500. But if you earned tips, including allocated tips, that are not included in box 5 and box 7 of your Form W-2, you may not be able to use Form 1040EZ (see instructions). If you are planning to use Form 1040EZ for a child who received Alaska Permanent Fund dividends, see instructions.

•You are not claiming an increased standard deduction due to a loss you suffered related to property in a Presidentially declared disaster area. If you can increase your standard deduction due to such a loss, use Form 1040 instead. See Pub. 976 for more information.

Filling in your return

For tips on how to avoid common mistakes, see instructions.

If you received a scholarship or fellowship grant or tax-exempt interest income, such as on municipal bonds, see the instructions before filling in the form. Also, see the instructions if you received a Form 1099-INT showing federal income tax withheld or if federal income tax was withheld from your unemployment compensation or Alaska Permanent Fund dividends.

Remember, you must report all wages, salaries, and tips even if you do not get a Form W-2 from your employer. You must also report all your taxable interest, including interest from banks, savings and loans, credit unions, etc., even if you do not get a Form 1099-INT.

Worksheet for Line 5 — Dependents

Use this worksheet to figure the amount to enter on line 5 if someone can claim you (or your spouse if married filing jointly) as a dependent, even if that person chooses not to do so. To find out if someone can claim you as a dependent, see Pub. 501.

Who Checked One or Both Boxes

A. Amount, if any, from line 1 on front . . . . . . ▶

+ 350.00 Enter total ▶

B. Minimum standard deduction . . . . . . . . . . . . . . . . . . . .

C. Enter the larger of line A or line B here . . . . . . . . . . . . . . . . .

D. Maximum standard deduction. If single, enter $6,350; if married filing jointly, enter $12,700 E. Enter the smaller of line C or line D here. This is your standard deduction . . . . . . .

F. Exemption amount.

•If single, enter -0-.

•If married filing jointly and —

—both you and your spouse can be claimed as dependents, enter -0-.

—only one of you can be claimed as a dependent, enter $4,050.

 

G. Add lines E and F. Enter the total here and on line 5 on the front

. . . . . . . . .

A .

. B .1,050

. C .

. D .

. E .

}F .

. G .

(keep a copy for your records)

If you did not check any boxes on line 5, enter on line 5 the amount shown below that applies to you.

•Single, enter $10,400. This is the total of your standard deduction ($6,350) and your exemption ($4,050).

•Married filing jointly, enter $20,800. This is the total of your standard deduction ($12,700), your exemption ($4,050), and your spouse's exemption ($4,050).

Mailing Return

Mail your return by April 17, 2018. Mail it to the address shown on the last page of the instructions.

Go to WWW.IRS.GOV/FORM1040EZ for instructions and the latest information.

Form 1040EZ (2017)

How to Edit 1040Ez Form Online for Free

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1. It is recommended to fill out the where tax forms 1040ez accurately, so be mindful while filling in the parts including all of these blanks:

1040ez conclusion process described (stage 1)

2. Just after this part is completed, proceed to enter the relevant information in all these: Payments Credits and Tax, Refund, Have it directly deposited See, Amount You Owe, Third Party Designee, Sign Here, Subtract line from line If line , a Earned income credit EIC see, a, b Nontaxable combat pay election, Add lines and a These are your, Health care individual, b Routing number, d Account number, and c Type.

Sign Here, a, and Refund of 1040ez

3. The next segment is fairly straightforward, If the IRS sent you an Identity, Check if selfemployed, PTIN, Your signature, Keep a copy for your records, Paid Preparer Use Only, PrintType preparers name, Preparers signature, Date, Firms name , Firms address , Firms EIN , Phone no, For Disclosure Privacy Act and, and Cat No W - all these blanks has to be filled out here.

Completing part 3 of 1040ez

4. Filling out Worksheet for Line Dependents, Use this worksheet to figure the, A Amount if any from line on front, B Minimum standard deduction C, Enter total , If single enter If married, both you and your spouse can be, A B C D E , F , G Add lines E and F Enter the, G , keep a copy for your records, If you did not check any boxes on, Married filing jointly enter , and Mailing Return is paramount in this part - don't forget to be patient and fill in each and every empty field!

The way to prepare 1040ez stage 4

People frequently make errors while completing Married filing jointly enter in this area. Ensure you read again what you type in right here.

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