Which 1040 Form Should I File?

Use the free FORMucator tax tool below. Answer a few simple questions and the tax tool will give you the correct 1040 form to file! 

Are you a U.S. citizen or resident (have a green card OR satisfy the substantial residence requirements)?

Is your taxable income under $100,000?

What will be your filing status on your return?

Are you younger than 65 and not blind?

Are you and your spouse younger than 65 and not blind?

Are you claiming any dependents?

Are you claiming any tax credits OTHER than the Earned Income Tax Credit?

Is your income ONLY from wages, salaries, tips, unemployment compensation, taxable scholarship and fellowship grants, $1,500 or less in interest income, and Alaska Permanent Fund dividends?

Is your income ONLY from wages, salary, tips, interest and ordinary dividends, capital gain distributions, taxable scholarship and fellowship grants, pensions, annuities and IRA's, unemployment compensation, taxable Social Security and railroad retirement benefits, and Alaska Permanent Fund dividends?

Are your adjustments to income only from educator expenses, IRA deductions, and/or education expenses?

Do you itemize deductions?

Did you have an Alternative Minimum Tax adjustment on stock acquired from the exercise of an incentive stock option?

Do you only claim one or more of the following tax credits?:

  • Child Dependent Care Credit
  • Elderly or Disabled Credit
  • Child Tax Credit
  • Additional Child Tax Credit
  • Educational Tax Credits
  • Retirement Savings Contribution Credit
  • Premium Tax Credit
  • Earned Income Tax Credit

You must file Form 1040NR.
Go here to start preparing/filing Form 1040NR via mail: Form 1040NR
Remember that this is an estimate. When you prepare your return on taxpert.com the addition or deletion of any forms or schedules may cause you to need a different Form 1040. Taxpert.com will automatically determine the correct IRS tax 1040 form given your situation - so you don't have to choose or select any tax forms.
ONLY taxpert.com will downgrade you to a less expensive option during the tax preparation process. For example, if you start with PREMIUM (Form 1040) but you end up qualifying for FREE (1040EZ) or DELUXE (1040A), we will downgrade you to the least expensive form that still meets your filing needs. Furthermore, we will only upgrade you to a more expensive form if you are legally required to use that form to report the tax information you have entered. No other tax sites offer this!

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It looks like you will need IRS FORM 1040.
Start preparing your Tax Return now
Remember that this is an estimate. When you prepare your return on taxpert.com the addition or deletion of any forms or schedules may cause you to need a different Form 1040. taxpert.com will automatically determine the correct IRS tax 1040 form given your situation - so you don't have to choose or select any tax forms.
ONLY taxpert.com will downgrade you to a less expensive option during the tax preparation process. For example, if you start with PREMIUM (Form 1040) but you end up qualifying for FREE (1040EZ) or DELUXE (1040A), we will downgrade you to the least expensive form that still meets your filing needs. Furthermore, we will only upgrade you to a more expensive form if you are legally required to use that form to report the tax information you have entered. No other tax sites offer this!

Email me my FORMucator results now

It looks like you can file IRS FORM 1040EZ and take advantage of taxpert.com's Free Federal Edition!
Start preparing your Tax Return now
Remember that this is an estimate. When you prepare your return on taxpert.com the addition or deletion of any forms or schedules may cause you to need a different Form 1040. Taxpert.com will automatically determine the correct IRS tax 1040 form given your situation - so you don't have to choose or select any tax forms.
ONLY taxpert.com will downgrade you to a less expensive option during the tax preparation process. For example, if you start with PREMIUM (Form 1040) but you end up qualifying for FREE (1040EZ) or DELUXE (1040A), we will downgrade you to the least expensive form that still meets your filing needs. Furthermore, we will only upgrade you to a more expensive form if you are legally required to use that form to report the tax information you have entered. No other tax sites offer this!

Email me my FORMucator results now

It looks like you can file IRS FORM 1040-A.
Start preparing your Tax Return now Remember that this is an estimate. When you prepare your return on taxpert.com the addition or deletion of any forms or schedules may cause you to need a different Form 1040. Taxpert.com will automatically determine the correct IRS tax 1040 form given your situation - so you don't have to choose or select any tax forms.
ONLY taxpert.com will downgrade you to a less expensive option during the tax preparation process. For example, if you start with PREMIUM (Form 1040) but you end up qualifying for FREE (1040EZ) or DELUXE (1040A), we will downgrade you to the least expensive form that still meets your filing needs. Furthermore, we will only upgrade you to a more expensive form if you are legally required to use that form to report the tax information you have entered. No other tax sites offer this!

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What is the 1040 Form?

It is the federal income tax form you prepare and send to the IRS.

What Are the Types of 1040 Forms? 

Here are the types of 1040 forms: 

  • 1040-EZ
  • 1040A
  • 1040
  • 1040NR
  • 1040NR-EZ
  • 1040X

Which Form 1040 Is Right For Me?

Review the chart below to compare all the 1040 forms and select the one that best matches your tax situation: 

IRS Form efile or file this form if
1040-EZ
  • Your filing status is Single or Married Filing Jointly.
  • You do not claim any dependents.
  • You only claim the Earned Income Tax Credit
  • You (and your spouse if filing jointly) are younger than 65 years old and not blind.
  • You have taxable income that is less than $100,000.
  • You only have wages, salaries, tips, unemployment compensation, taxable scholarship and fellowship grants, up to $1,500 in interest income, and Alaska Permanent Fund dividends.
1040A
  • You have taxable income that is less than $100,000.
  • You only have wages, salary, tips, interest and ordinary dividends, capital gain distributions, taxable scholarship and fellowship grants, pensions, annuities and IRA's, unemployment compensation, taxable Social Security and railroad retirement benefits, and Alaska Permanent Fund dividends.
  • Your adjustments to income are from educator expenses, IRA deductions, and education expenses only. 
  • You do not itemize deductions. 
  • You did not have an Alternative Minimum Tax adjustment on stock acquired from the exercise of an incentive stock option
  • Your only tax credits are the Child Dependent Care Credit, Elderly or Disabled Credit, Child Tax Credit, Additional Child Tax Credit, educational credits, Retirement Savings Contribution Credit, Premium Tax Credit, and Earned Income Tax Credit. 
1040
  • You have taxable income greater than $100,000.
  • You earned at least $400 for being self employed.
  • You have unreported tips over $20 for any month
  • You received income in a partnership, S corporation, trust, or estate. 
  • You have itemized deductions.
  • You are claiming the Premium Tax Credit.
  • You have gambling income. 
1040NR
  • You are a U.S. nonresident alien (you do not have a green card OR you do not satisfy the substantial residence requirements. Those requirements are that you were in the U.S. for 31 days during the Tax Year and a total of 183 days over the past three years).
1040NR-EZ
  • You are a nonresident alien, but your income only comes from wages, salaries, tips, refunds of state and local income taxes, and/or taxable scholarship and fellowship grants.
1040X You need to amend or change your accepted 1040 income tax form.

How Do I File Form 1040?

You have two options to file your Form 1040: 

1. Efile your tax return. When you efile, your return is:

  • Processed faster so you receive your refund within 21 days
  • More accurate than a paper tax return (error rate of 1% versus 20%)
  • More secure than filing on paper
  • Friendlier for the environment
  • More convenient

2. Mail your tax return. Please be aware that it will take longer for the IRS to process your return if you choose to mail it.

Can I Efile a Previous Year Tax Return? 

No, your only option is to mail your return. The IRS does not accept past year returns electronically. 

When Do I File Form 1040?

You should file your form 1040 no later than Tax Day (April 17th for Tax Year 2017).

How Do I Receive More 1040 Tax Help?

Contact a Taxpert Now!

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