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Form 1040A, U.S. Individual Income Tax Return

Annual income tax return filed by citizens and residents of the United States.

You can use Form 1040A if all six of the following apply.

  1. You only had income from the following sources:
    1. Wages, salaries, tips.
    2. Interest and ordinary dividends.
    3. Capital gain distributions.
    4. Taxable scholarship and fellowship grants.
    5. Pensions, annuities, and IRAs.
    6. Unemployment compensation.
    7. Taxable social security and railroad retirement benefits.
    8. Alaska Permanent Fund dividends.
  2. The only adjustments to income you can claim are:
    1. Educator expenses.
    2. IRA deduction.
    3. Student loan interest deduction.
    4. Tuition and fees deduction.
  3. You do not itemize deductions.
  4. Your taxable income is less than $100,000.
  5. The only tax credits you can claim are:
    1. Child tax credit.
    2. Additional child tax credit.
    3. Education credits.
    4. Earned income credit.
    5. Credit for child and dependent care expenses.
    6. Credit for the elderly or the disabled.
    7. Retirement savings contributions credit.
    8. Making work pay credit.
  6. You did not have an alternative minimum tax adjustment on stock you acquired from the exercise of an incentive stock option (see Publication 525).

Current Products

Form 1040A

Instructions for Form 1040A (HTML)


Recent Developments

Update to the Instructions for the 2011 Forms 1040,1040A, and 1040EZ -- 16-MAR-2012

Change of Hours for Most IRS Toll-free Numbers Listed in Certain Tax Form Instructions and Publications -- 26-JAN-2012


Other Items You May Find Useful:

All Form 1040A Revisions

Publication 525, Taxable and Nontaxable Income

Form 1040, U.S. Individual Income Tax Return

Form 1040EZ, Income Tax Return for Single and Joint Filers With No Dependents

Form 1040X, Amended U.S. Individual Income Tax Return

Other Current Products


Comment on Form 1040A

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Caution: If you have a tax-related question, please go to Help With Tax Questions or call our toll-free number at 1-800-829-1040 (Individuals) or 1-800-829-4933 (Business). We cannot respond to tax-related questions submitted from this page.

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Page Last Reviewed or Updated: 18-Oct-2012