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Video: When to Use Tax Form 1040A

Written by a TurboTax Expert • Reviewed by a TurboTax CPAUpdated for Tax Year 2017 • August 22, 2024 02:28 PM
OVERVIEW

Not sure which tax credits or deductions you can claim on your tax return? Watch this video and find out if Form 1040A is right for you.

TABLE OF CONTENTS

For tax years beginning 2018, the 1040A and EZ forms are no longer available. They have been replaced with new 1040 and 1040-SR forms. For those who are filing prior year returns, you can continue to use form 1040A or EZ for tax years through 2017.

 

Video transcript:

Hello, I’m Jill from TurboTax with some important information about filing your taxes on the 1040A form.

One of the three most common tax forms that taxpayers use to prepare their returns is the 1040A. The 1040A is longer than the 1040EZ, but doesn’t require as much information as the standard 1040 form.

However, not all taxpayers are eligible to file on a 1040A, and in some cases, you may find it beneficial to use the 1040 despite your eligibility to use the 1040A. In order to use the 1040A, the taxable income you report must be less than $100,000 and must only come from employment wages, interest and dividends, capital gain distributions, taxable scholarships and grants, unemployment compensation, Alaska Permanent Fund dividends, pensions, annuities and IRAs. Therefore, if you earn income from self- employment, for example, you cannot file your taxes on the 1040A—even if your taxable income is less than $100,000.

You should also consider some of the limitations on your tax credits and deductions when using the 1040A form. If you can save more in tax by itemizing your deductions instead of taking the Standard Deduction, you can only do so on a 1040 form since the 1040A doesn’t permit you to itemize.

The form also limits the types of deductions you can take for purposes of calculating your adjusted gross income. The number of these deductions available on the 1040A can vary each year, but it’s always less than the standard 1040 form allows you to report.

In addition, the tax credits you can take on the 1040A are limited as well.

Remember—it’s always your choice whether to claim the deductions and credits you’re eligible for. This means, for example, that you aren’t prohibited from using the 1040A if your itemized deductions will save you more in tax than the Standard Deduction.

But why leave money on the table if you don’t have to?

With TurboTax Live Full Service, a local expert matched to your unique situation will do your taxes for you start to finish. Or, get unlimited help and advice from tax experts while you do your taxes with TurboTax Live Assisted.

And if you want to file your own taxes, you can still feel confident you'll do them right with TurboTax as we guide you step by step. No matter which way you file, we guarantee 100% accuracy and your maximum refund.

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~37% of filers qualify. Simple Form 1040 returns only (no schedules except for Earned Income Tax Credit, Child Tax Credit and student loan interest).

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The above article is intended to provide generalized financial information designed to educate a broad segment of the public; it does not give personalized tax, investment, legal, or other business and professional advice. Before taking any action, you should always seek the assistance of a professional who knows your particular situation for advice on taxes, your investments, the law, or any other business and professional matters that affect you and/or your business.

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TurboTax Online: Important Details about Filing Simple Form 1040 Returns

If you have a simple Form 1040 return only (no forms or schedules except as needed to claim the Earned Income Tax Credit, Child Tax Credit or student loan interest), you can file for free yourself with TurboTax Free Edition, or you can file with TurboTax Live Assisted Basic at the listed price. Roughly 37% of taxpayers are eligible.

Examples of situations included in a simple Form 1040 return (assuming no added tax complexity):

  • W-2 income
  • Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B
  • IRS standard deduction
  • Earned Income Tax Credit (EITC)
  • Child Tax Credit (CTC)
  • Student loan interest deduction
  • Taxable qualified retirement plan distributions

Examples of situations not included in a simple Form 1040 return:

  • Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions
  • Unemployment income reported on a 1099-G
  • Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers)
  • Stock sales (including crypto investments)
  • Income from rental property or property sales
  • Credits, deductions and income reported on other forms or schedules 

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