Iowa Income Tax Forms Fillable Form – Fill Out and Use This PDF

The Iowa Income Tax Form, specifically the IA 1040, is designed for individuals to report their income for a specific fiscal year, detailing sources of income, taxable amounts, and deductions. It includes detailed steps that guide users through personal information input, filing status selection, calculation of exemptions, and reporting of taxable income and deductions, ensuring compliance with state tax obligations. To navigate this form with ease and ensure all financial information is accurately captured for tax calculation, it's imperative to thoroughly fill in each section, providing comprehensive insights into one's financial standing over the past year.

Ready to tackle your tax obligations? Ensure a smooth filing experience by clicking the button below to begin filling out your Iowa Income Tax Form.

Get Form Now Download PDF

Iowa Income Tax Forms Fillable Form PDF Details

Navigating the complexities of state income tax can be daunting, but the Iowa Income Tax Form for the 2020 fiscal year seeks to streamline this crucial financial obligation for Iowa residents. This form, designated as IA 1040, is articulated in a series of carefully structured steps that guide filers through filling out personal information, including social security numbers and addresses, to delineating various income sources and deductions. The form encompasses diverse filing statuses to accommodate individual circumstances, ranging from single filers to married couples opting for separate returns. It delves into financial specifics, considering exemptions, reportable social security benefits, and a broad array of income types such as wages, taxable interest, and capital gains, among others. Adjustments to income are meticulously itemized to aid filers in accurately calculating their net income. Furthermore, it provides a pathway to account for federal taxes paid, deductions eligible, and applicable credits that could potentially reduce the tax burden. Each section of the form is designed with clarity to ensure that individuals can determine their taxable income, calculate the owed state tax meticulously, and explore refunds or additional credits available, like the Iowa earned income tax credit. For those with particular financial activities, such as contributions to an IRA or capital gain deductions, the form offers detailed directions to navigate these complexities. The form concludes with steps for finalizing the tax owed or refund due, underscoring the importance of accuracy in reporting and the potential for financial penalties in instances of underpayment. With mandatory signatures to affirm the veracity of the information provided, the form embodies a comprehensive framework for Iowa residents to fulfil their state tax obligations.

Question	Answer
Form Name	Iowa Income Tax Forms Fillable Form
Form Length	2 pages
Fillable?	No
Fillable fields	0
Avg. time to fill out	30 sec
Other names	ia income, iowa form, iowa 1040, form iowa

Form Preview Example

2020 IA 1040 Iowa Individual Income Tax Return

For fiscal year beginning ________/________/________ and ending ________/________/_________

Step 1: Fill in all spaces. You must fill in your Social Security number (SSN).
Your last name:	Your first name/middle initial:

Spouse’s last name:	Spouse’s first name/middle initial:

Current mailing address (number and street, apartment, lot, or suite number) or PO Box:

City, State, ZIP:

Spouse SSN:

Your SSN:

Step 2 Filing Status: Mark one box only

Single: Were you claimed as a dependent on another person’s Iowa return?

Yes

Email Address:

Married filing a joint return. (Two-income families may benefit by using status 3 or 4.)

Check this box if you or your spouse were 65 or older as of 12/31/20.

Married filing separately on this combined return. Spouse use column B.

Residence on 12/31/20: County No.

School District No.

Married filing separate returns.

Spouse's name:

▲SSN:

Net Income: $

5Head of household with qualifying person. If qualifying person is not claimed as a dependent on this return, enter the person’s name and SSN below.

6	Qualifying widow(er) with dependent child.			Name:							SSN:

Step 3 Exemptions							B. Spouse (Filing Status 3 ONLY)											A. You or Joint
a. Personal Credit: Col. A: Enter 1 (enter 2 if filing status 2 or 5); Col. B: Enter 1 if filing status 3.					...........	▲				X $ 40 =		$					▲					X $ 40 =			$
b. Enter 1 for each taxpayer who is 65 or older and/or 1 for each taxpayer who is blind						▲				X $ 20 =		$					▲					X $ 20 =			$
c. Dependents: Enter 1 for each dependent						▲				X $ 40 =		$					▲					X $ 40 =			$
d. Enter first names of dependents here										e. TOTAL		$ ___________											e. TOTAL	$ ____________

Step 4 Reportable Social Security benefits as calculated on line 13 of Iowa Social Security Worksheet								B. Spouse/Status 3 ▲											A. You or Joint ▲

					B. Spouse/Status 3						A. You or Joint					B. Spouse/Status 3								A. You or Joint
Step 5		1.	Wages, salaries, tips, etc		1.		.00							.00
Gross		1.	Wages, salaries, tips, etc		1.		.00							.00
Gross		2.	Taxable interest income. If more than $1,500, complete Sch. B		2.
Income		2.			2.				.00					.00
									.00					.00
		3.	Ordinary dividend income. If more than $1,500, complete Sch. B		3.
		3.			3.				.00					.00
									.00					.00
		4.	Taxable alimony received		4.
		4.	Taxable alimony received		4.				.00					.00
									.00					.00

		5.	Business income/(loss). See instructions		5.				.00					.00						NOTE: Use only
									.00					.00						blue or black
		6.	Capital gain/(loss). See instructions		6.
									.00					.00
																				ink, no pencils

			Other gains/(losses). See instructions
		7.	Other gains/(losses). See instructions		7.				.00					.00						or red ink.
									.00					.00
		8.	Taxable IRA distributions		8.
		8.	Taxable IRA distributions		8.				.00					.00
									.00					.00
		9.	Taxable pensions and annuities		9.
		9.	Taxable pensions and annuities		9.				.00					.00
									.00					.00
		10.	Rents, royalties, partnerships, estates, etc. See instructions		10.
		10.			10.				.00					.00
									.00					.00
		11.	Farm income/(loss). See instructions		11.
		11.	Farm income/(loss). See instructions		11.				.00					.00
									.00					.00
		12.	Unemployment compensation. See instructions		12.
		12.	Unemployment compensation. See instructions		12.				.00					.00
									.00					.00
		13.	Gambling winnings		13.
		13.	Gambling winnings		13.				.00					.00
									.00					.00
		14.	Other income, bonus depreciation, and section 179 adjustment		14.
		14.			14.				.00					.00
									.00					.00
		15.	..................................................................................................................................Gross Income. Add lines 1-14									15.			__________________ .00							▲	________________.00
		15.										15.			__________________ .00							▲	________________.00

Step 6		16.	Payments to an IRA, Keogh, or SEP		16.				.00					.00
Adjust-		16.	Payments to an IRA, Keogh, or SEP		16.
Adjust-
ments to		17.	. ..............................................Deductible part of self-employment tax		17.				.00					.00
Income									.00					.00
Income		18.	Health insurance premium		18.				.00					.00
		18.	Health insurance premium		18.

		19.	...............................................Penalty on early withdrawal of savings						.00					.00
									.00					.00
		20.	Alimony paid		20.				.00					.00
									.00					.00
		21.	Pension/retirement income exclusion		21.				.00	▲				.00
		22.	.............................Moving expense deduction from federal form 3903						.00					.00
									.00					.00
		23.	Iowa capital gain deduction; Include corresponding IA 100		23.					▲
		23.	schedule						.00	▲				.00
		24.	Other adjustments		23.	24.		.00							.00
								.00							.00
		25.	..........................................................................................................................Total adjustments. Add lines 16-24									25.								.00		▲		.00
			Net Income. Subtract line 25 from line 15																			▲
		26.	Net Income. Subtract line 25 from line 15								26.		____________________.00								________________.00

Step 7

Federal

Taxes and Qualified Deduc- tions

27.	Federal income tax refund/overpayment received in 2020	27.		.00		▲		.00
28.	Self-employment/household employment/other federal taxes	28.	.00			▲	.00
29.	Addition for federal taxes. Add lines 27 and 28						29.
30.	Total. Add lines 26 and 29						30
31.	Federal tax withheld in 2020, federal estimated tax payments made	31.				▲
	in 2020, and federal taxes paid in 2020 for 2019 and prior years		.00				.00

32.	Qualified business income deduction. 25.0% (.25) of federal	32.				▲
	amount. See instructions				.00				.00

33.	DPAD 199A(g) deduction. 25.0% (.25) of federal amount	33.			.00	▲			.00
34.	................................Total federal tax and other qualified deductions. Add lines 31, 32, and 33				................................		34.
35.	Balance. Subtract line 34 from line 30. Enter here and on line 36, page 2				................................		35.

.00.00

.00			.00
.00	▲		.00

41-001 (08/27/2020)

2020 IA 1040, page 2						B. Spouse/Status 3					A. You or Joint		B. Spouse/Status 3			A. You or Joint
Step 8	36.	BALANCE. From side 1, line 35	............................................................................................................................									36.	.00			.00
Taxable	37.	Deduction. Check one box ▲	Itemized.(Include IA Schedule A)		Standard		...............................................					37.			▲
Taxable
Income														.00			.00
Income														.00			.00
	38.	...........................................................................................TAXABLE INCOME. SUBTRACT line 37 from line 36										38.	_______________ .00			___________________.00
													_______________ .00			___________________.00
Step 9	39.	Tax from tables or alternate tax		39.						▲
Tax,	39.	Tax from tables or alternate tax		39.				.00		▲			.00
Credits,
Credits,	40.	Iowa lump-sum tax. See instructions		40.				.00		▲			.00
and	40.	Iowa lump-sum tax. See instructions		40.				.00		▲			.00
and
Check-	41.	Iowa alternative minimum tax. Include IA 6251		41.				.00		▲			.00
off	41.	Iowa alternative minimum tax. Include IA 6251		41.				.00		▲			.00
off	42. Total tax. ADD lines 39, 40, and 41
Contri-	42. Total tax. ADD lines 39, 40, and 41									.....................		42.	.00			.00
butions												42.	.00			.00
butions	43.	Total exemption credit amount(s) from Step 3, side 1		43.			.00						.00
	43.	Total exemption credit amount(s) from Step 3, side 1		43.


	44.	Tuition and textbook credit for dependents K-12		44.			.00			▲			.00

	45.	Volunteer firefighter/EMS/reserve peace officer credit		45.			.00			▲			.00
	46.	. ................................................................................................................Total credits. ADD lines 43, 44, and 45										46.		.00		.00
														.00		.00
	47.	BALANCE. SUBTRACT line 46 from line 42. If less than zero, enter zero										47.			▲
	47.						............................				.00	47.	.00		▲
	48.	Credit for nonresident or part-year resident. Must include IA 126 and federal return										48.			▲
	48.									............		48.	.00	.00
	49.	BALANCE. SUBTRACT line 48 from 47. If less than zero, enter zero										49.			▲	▲
	49.										.00	49.	.00			▲
	50.	Out-of-state tax credit. Must include IA 130										50.			▲
	50.	Out-of-state tax credit. Must include IA 130									..........	50.		.00	▲	.00
	51.	BALANCE. SUBTRACT line 50 from 49. If less than zero, enter zero										51.			▲
	51.								..		.00	51.	.00		▲
	52.	Other nonrefundable Iowa credits. Must include IA 148 Tax Credits Schedule										52.			▲
	52.											52.	.00	.00
	53.	BALANCE. SUBTRACT line 52 from line 51. If less than zero, enter zero										53.			▲	▲
	53.						............................				.00	53.	.00			▲
	54.	School district surtax or EMS surtax. Take percentage from table; multiply by line 53										54.			▲
	54.						................................				.........	54.		.00	▲	.00
	55.	Total state and local tax. ADD lines 53 and 54										55.			▲
	55.	Total state and local tax. ADD lines 53 and 54									.....	55.		.00	▲	.00
		TOTAL state and local tax before contributions. Combine columns A and B on line 55 and enter here
	56.											....................	56.			.00
																.00

57.Contributions will reduce your refund or add to the amount you owe. Amounts must be in whole dollars.

	Fish/Wildlife 57a: ▲			State Fair 57b: ▲	Firefighters/Veterans 57c: ▲					Child Abuse Prevention 57d: ▲				Enter here	57.		.00

	58.	TOTAL STATE AND LOCAL TAX, AND CONTRIBUTIONS. Add line 56 and line 57 and enter here													58.	▲ ___________________.00
Step 10	59.	Iowa fuel tax credit. Include IA 4136						59.	.00			▲	.00
Credits	59.	Iowa fuel tax credit. Include IA 4136					...................	59.	.00			▲	.00
	60.	Check One:	Child and dependent care credit			OR
		▲ Early childhood development credit						60.	.00			▲	.00
								60.

												▲
	61.	Iowa earned income tax credit. 15.0% (.15) of federal credit						61.			.00	▲	.00

	62.	Other refundable credits. Include IA 148 Tax Credits Schedule						62.			.00	▲	.00

	63.	Iowa income tax withheld					..	63.			.00	▲	.00

	64.	Estimated and voucher payments made for tax year 2020						64.			.00	▲	.00

	65.	TOTAL. ADD lines 59 through 64 and enter here			...............................			65.			.00	▲	.00
	66.	................................................................................................TOTAL CREDITS. ADD columns A and B on line 65 and enter here												.......	66.	___________________ .00
																___________________ .00

Step 11

67.

If line 66 is more than line 58, subtract line 58 from line 66. This is the amount you overpaid

67.

▲

Refund

68. Amount of line 67 to be REFUNDED

REFUND

68.

▲

68a.

Routing number:

68b.

Type

Checking

Savings

68c.

Account number:

69.

Amount of line 67 to be applied to your 2021 estimated tax

69.

.00 ▲

.00

Step 12

70.

If line 66 is less than line 58, subtract line 66 from line 58. This is the AMOUNT OF TAX YOU OWE

70.

▲

Pay

................................

......................

Penalty for underpayment of estimated tax from IA 2210, IA 2210S, or IA 2210F. Check if annualized income method is used. ▲

▲

71.

72.

Penalty and interest ▲ 72a. Penalty

.00

▲ 72b. Interest

.00

. ........ADD. Enter total

▲

73.

TOTAL AMOUNT DUE. ADD lines 70, 71, and 72. Enter here

PAY THIS AMOUNT 73.

.00

Step 13

SIGN

HERE

SIGN

HERE

I, the undersigned, declare under penalties of perjury or false certificate, that I have examined this return, and, to the best of my knowledge and belief, it is true, correct, and complete.

		▲

Your signature	Date	Check if deceased	Date of death	Preparer's signature	Date

		▲

Spouse's signature	Date	Check if deceased	Date of death	Preparer's PTIN	Firm's FEIN

Daytime telephone number

This return is due April 30, 2021. Sign, enclose W-2s, and verify SSNs.

MAILING ADDRESS: Iowa Income Tax Document Processing,

PO BOX 9187, Des Moines IA 50306-9187

Make check payable to Iowa Department of Revenue

41-001 (11/02/2020)

How to Edit Iowa Income Tax Forms Fillable Form Online for Free

You are able to complete 2020 iowa 1040 fillable form without difficulty with the help of our PDFinity® online tool. FormsPal expert team is continuously endeavoring to expand the editor and make it even easier for clients with its multiple functions. Capitalize on today's innovative prospects, and find a trove of unique experiences! All it requires is a couple of easy steps:

Step 1: Click the "Get Form" button above. It's going to open up our tool so that you can begin filling in your form.

Step 2: As soon as you access the tool, you will find the form made ready to be completed. In addition to filling out various fields, you might also perform various other things with the file, that is adding your own textual content, editing the initial text, adding images, placing your signature to the document, and more.

In order to fill out this form, be sure you provide the right details in every single blank field:

1. Fill out the 2020 iowa 1040 fillable form with a selection of essential fields. Consider all of the information you need and ensure there's nothing overlooked!

2. Now that the last array of fields is complete, you have to add the required specifics in B SpouseStatus, A You or Joint, B SpouseStatus, A You or Joint, Step Gross Income, Wages salaries tips etc, Taxable interest income If more, Ordinary dividend income If more, Taxable alimony received, Business incomeloss See, Capital gainloss See instructions, Other gainslosses See, Taxable IRA distributions, Taxable pensions and annuities, and Rents royalties partnerships so that you can move forward to the next part.

Part number 2 for filling in iowa 1040 form

3. This next section focuses on Total adjustments Add lines, Net Income Subtract line from, Step Federal Taxes and Qualified, Federal income tax, Selfemploymenthousehold, Addition for federal taxes Add, Total Add lines and, Federal tax withheld in federal, Qualified business income, amount See instructions, DPAD Ag deduction of federal, Total federal tax and other, and Balance Subtract line from line - fill in all these blanks.

Step number 3 of submitting iowa 1040 form

Be very attentive while filling out Net Income Subtract line from and Federal tax withheld in federal, as this is the part where many people make errors.

4. This next section requires some additional information. Ensure you complete all the necessary fields - IA page Step Taxable Income, BALANCE From side line, ItemizedInclude IA Schedule A, Standard, TAXABLE INCOME SUBTRACT line, B SpouseStatus, A You or Joint, B SpouseStatus, A You or Joint, Tax from tables or alternate tax, Iowa lumpsum tax See instructions, Iowa alternative minimum tax Must, Total tax ADD lines and, Total exemption credit amounts, and Tuition and textbook credit for - to proceed further in your process!

iowa 1040 form conclusion process detailed (portion 4)

5. As a final point, the following final portion is what you will have to wrap up before submitting the document. The blanks here include the following: Step Credits, FishWildlife a TOTAL STATE AND, Iowa Fuel Tax Credit Must include, Check One Child and Dependent, Early Childhood Development Credit, Iowa earned income tax credit of, Other refundable credits Include, Iowa income tax withheld, Estimated and voucher payments, TOTAL ADD lines through and, TOTAL CREDITS ADD columns A and B, Step Refund, If line is more than line, Amount of line to be REFUNDED, and Routing number.

Learn how to fill in iowa 1040 form step 5

Step 3: Reread what you've inserted in the blank fields and then click on the "Done" button. Download the 2020 iowa 1040 fillable form the instant you sign up for a free trial. Quickly gain access to the pdf form in your personal cabinet, with any edits and adjustments being automatically saved! FormsPal is invested in the privacy of our users; we make sure all personal data coming through our editor is secure.

Iowa Income Tax Forms Fillable Form – Fill Out and Use This PDF

Iowa Income Tax Forms Fillable Form PDF Details

Form Preview Example

How to Edit Iowa Income Tax Forms Fillable Form Online for Free

Iowa Income Tax Forms Fillable Form isn’t the one you’re looking for?

Related Documents