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If you made money or expect a refund from the US Govt. you must file a 1040 form with the IRS. There are more than one type of 1040 forms, so you must choose the one that applies to you and your income situation.

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When filing the state income tax form which form do you file is it the 1040 a or 1040 schedule a or both?

You file whatever the state tax instructions tell you to file, which may be neither of those things. ("Both" is clearly wrong, for reasons that will be explained later.)The IRS has three main income tax forms. The instructions for each form contain a short worksheet telling you whether you can use it or not.1040 is the "standard" income tax form. Nearly anyone can use this form (along with various schedules) to file their return. It's the most complicated of the three.1040A is a shorter, simplified form. Most people who do not itemize deductions can use this form.1040EZ is a very short and greatly simplified form for people with no dependents (other than, possibly, a spouse) whose income is almost entirely from wages, salaries, or tips, with less than $1500 of taxable interest income. Like the 1040A, the 1040EZ does not allow itemized deductions (and simplifies things further by combining personal exemptions with the standard deduction).In addition, there's also a Form 1040 Schedule A, which is used to list itemized deductions. It can only be used with Form 1040, because neither Form 1040A nor Form 1040EZ allow itemized deductions.Most states require that you file a copy of your federal return along with your state return. Filing a copy of both Form 1040A and Form 1040 Schedule A would be incorrect, as this is not a valid combination ... you need either 1040 plus 1040 Schedule A (and any other schedules you sent to the feds), or 1040A pretty much by itself or 1040EZ also pretty much by itself. Along with your state return, which generally has to "match" the federal return ... if you used federal 1040, in California you have to file state form 540, if you used federal 1040A you have to file state form 540A, and if you filed federal 1040EZ then you need to use state form 540EZ.


When filing the pa state income tax refund do you attach it with your 1040 federal income tax refund form?

Your PA state income tax form is sent to the state and not the IRS. The 1040 will be sent to the IRS. No need to send the state with the 1040.


Do you need to file taxes if you did not work but received money from school?

IF the amount of the money that you received from the school is taxable income YES you should file a 1040 federal income tax return.


I have Form 1099R in my posession, which Form do I need to file my information in order to receive my federal income taxes withheld?

I have Form 1099R in my posession, which form o I need to file my information in order to receive my federal income taxes with held?


Should I file a 1040 this year?

You do not need to file a 1040 unless you make over $100,000, are self employed, a partner in a business, shareholder in an S corporation, or a beneficiary of a trust or will. If you have to pay household employment taxes or itemize deductions then you would need to file a 1040 for these, otherwise you can file a 1040EZ.

Related Questions

Do I need a 1040 form in order to file my taxes?

Yes, you typically need to use a 1040 form to file your federal income taxes in the United States.


How do I file a Form 1099 on my 2009 taxes?

You will need to use the stnadard 1040 form to file. Be sure to have receipts to list your deductions.


What kind of forms do I need to file with the IRS for my federal tax return if I only have simple taxes to file?

The IRS has a 1040 form which is very "user friendly" for simple taxes. It requires very basic information which is on your W2 form from your employer.


What do you need to file your 1040 form?

To file your 1040 form, you will need your Social Security number, income statements (such as W-2s or 1099s), information about any deductions or credits you plan to claim, and any other relevant financial documents.


When filing the state income tax form which form do you file is it the 1040 a or 1040 schedule a or both?

You file whatever the state tax instructions tell you to file, which may be neither of those things. ("Both" is clearly wrong, for reasons that will be explained later.)The IRS has three main income tax forms. The instructions for each form contain a short worksheet telling you whether you can use it or not.1040 is the "standard" income tax form. Nearly anyone can use this form (along with various schedules) to file their return. It's the most complicated of the three.1040A is a shorter, simplified form. Most people who do not itemize deductions can use this form.1040EZ is a very short and greatly simplified form for people with no dependents (other than, possibly, a spouse) whose income is almost entirely from wages, salaries, or tips, with less than $1500 of taxable interest income. Like the 1040A, the 1040EZ does not allow itemized deductions (and simplifies things further by combining personal exemptions with the standard deduction).In addition, there's also a Form 1040 Schedule A, which is used to list itemized deductions. It can only be used with Form 1040, because neither Form 1040A nor Form 1040EZ allow itemized deductions.Most states require that you file a copy of your federal return along with your state return. Filing a copy of both Form 1040A and Form 1040 Schedule A would be incorrect, as this is not a valid combination ... you need either 1040 plus 1040 Schedule A (and any other schedules you sent to the feds), or 1040A pretty much by itself or 1040EZ also pretty much by itself. Along with your state return, which generally has to "match" the federal return ... if you used federal 1040, in California you have to file state form 540, if you used federal 1040A you have to file state form 540A, and if you filed federal 1040EZ then you need to use state form 540EZ.


Do I need to file Form 1040-ES or can I just make a payment?

If you expect to owe 1,000 or more in taxes for the year and your withholding and credits won't cover it, you should file Form 1040-ES to make estimated tax payments.


What is a federal 1040 tax form?

The 1040 is a form that gathers information on how much money you make so they can tell you how much money you owe. That way you know how much you need to pay them back.


When filing the pa state income tax refund do you attach it with your 1040 federal income tax refund form?

Your PA state income tax form is sent to the state and not the IRS. The 1040 will be sent to the IRS. No need to send the state with the 1040.


What is a situation in which I would need to file federal tax form 4684?

You will only need to file a 4684 federal tax form, if you are going to report losses from either casualties or thefts.


Do you need to file taxes if you did not work but received money from school?

IF the amount of the money that you received from the school is taxable income YES you should file a 1040 federal income tax return.


What do you not need to fill out on your 1040 form?

You do not need to fill out the sections that do not apply to your tax situation on your 1040 form.


How do I file for the child tax credit?

To file for the child tax credit, you need to include Form 1040 or 1040A when you file your federal income tax return. You will also need to provide the necessary information about your qualifying child, such as their Social Security number and relationship to you. Make sure to follow the IRS guidelines and requirements to claim the credit accurately.