Home / How to e-file 1040 A / How to report income
The table below matches for each type of income (wages, bank interest), your tax paper (W-2, 1099-INT) that contains that taxable income information. To e-file your income, you just enter all the information from your tax paper into the same familiar form in the tax program. That's it.
Unlike yesterday's mailing in of tax returns and W-2s, e-file is paperless. After you e-file your return, there is nothing to mail to the IRS or your State..not even your W-2s. Of course, you do want to print out a copy for your own records.
| Income Types | How to Report |
|---|---|
| Wages, Taxes Withheld, Etc. | Enter all information on W-2 into computer tax form |
| Bank Interest | Enter information from 1099-INT. Total interest must be less than $1500. If over $1500 you need to file 1040 |
| Ordinary Dividends | Enter all information from 1099-DIV. If total dividends more than $1500, you need to file 1040. This is because you will need tax form Schedule B for IRS acceptance. |
| Qualified Dividends | Enter all information from 1099-DIV. If total dividends more than $1500, you need to file 1040. This is because you will need tax form Schedule B for IRS acceptance. |
| IRA Distributions | Enter all information from 1099-R into tax program form. |
| Pensions + Annuities | Enter all information from 1099-R into tax program form. |
| Unemployment | Enter all information from 1099-G |
| Social Security | Enter all information from 1099-G |
