If you are filing Form 1040A and you want the IRS to figure your
tax, follow these steps.
1.
Place your peel-off label on your return. If you do not have a
label, print or type your name and address in the spaces provided.
2.
Enter your social security number in the spaces provided. If you
are married, enter the social security numbers of both spouses even if
you file separately.
3.
Read lines 1 through 25 and complete the lines that apply to you.
If you are filing a joint return, use the space to the left of line 25
to separately show your and your spouse's taxable income. The IRS will
complete line 26.
4.
Read lines 27 through 31, 35, and 37 through 40 and complete the
lines that apply to you. But do not complete lines 28 and 39a if you
want the IRS to figure the credits on those lines. Also, enter any
write-in information that applies to you in the space to the left of
line 41. Do not complete lines 33, 34, 36, and 41 through 46.
Payments.
Enter any federal income tax withheld that is shown in box 2 of
Form W-2, or the appropriate box of Form 1099, on line 37. Enter
any estimated tax payments you made on line 38.
Credits.
The IRS will also figure the credit for the elderly or the disabled
and the earned income credit.
- Credit for the elderly or the disabled. If you
can take this credit, the IRS will figure it for you. Attach Schedule
3, Credit for the Elderly or the Disabled for Form 1040A Filers,
to your return and print "CFE" in the space to the left of
line 28 (Form 1040A). Check the appropriate box in Part I of Schedule
3 for your filing status and age. Complete Part II and lines 11 and 13
of Part III if they apply.
- Earned income credit. If you can take this
credit, the IRS will figure it for you. Print "EIC" directly to
the right of line 39a. Enter the amount and type of any nontaxable
earned income on line 39b. If you have a qualifying child, you must
fill in Schedule EIC, Earned Income Credit, and attach it
to your return. If you do not provide the child's social security
number on line 2 of Schedule EIC, the credit will be reduced or
disallowed unless the child was born and died in 2001.
5.
Fill in and attach any schedules and forms asked for on the lines
you completed.
6.
Attach a copy of each of your Forms W-2 to your return. Also
attach any Form 1099-R you received that has withholding tax in
box 4.
7.
Sign and date your return and enter your occupation(s). If you are
filing a joint return, both you and your spouse must sign it. Enter
your daytime phone number in the space provided in the signature area.
This may help speed the processing of your return if we have a
question that can be answered over the phone. If you are filing a
joint return, you may enter either your or your spouse's daytime phone
number.
Mail the return to the Internal Revenue Service Center for the area
where you live. A list of Service Center addresses is shown in your
tax forms package.
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