Who can use 1040a

Any filing status with or without dependents can use Form 1040a.

Also you can use Form 1040A if you received advanced earned income credit (EIC) payments (W-2 box 9), dependent care benefits (W-2 box 10), or employer-provided adoption benefits (W-2 box 12 code T).

You can use Form 1040A if all six of the following apply.

1. You only had income from the following sources:

Wages, salaries, tips.
Interest and ordinary dividends.
Capital gain distributions.
Taxable scholarship and fellowship grants.
Pensions, annuities, and IRAs.
Unemployment compensation.
Taxable social security and railroad retirement benefits.
Alaska Permanent Fund dividends.

2. The only adjustments to income you can claim are:

Educator expenses.
IRA deduction.
Student loan interest deduction.
Tuition and fees deduction.

3. You do not itemize deductions.

4. Your taxable income is less than $100,000.

5. The only tax credits you can claim are:

Child tax credit.
Additional child tax credit.
Education credits.
Earned income credit.
Credit for child and dependent care expenses.
Credit for the elderly or the disabled.
Adoption credit.
Retirement savings contributions credit.

6. You did not have an alternative minimum tax adjustment.

Note: When you must file Form 1040

As per IRS regulations, if you received any of the following types of income you must file Form 1040.

Income from self-employment (1099 misc, business or farm income).
Certain tips you did not report to your employer. (W-2 box 8)
Non dividend distributions (Form 1099-DIV, box 3) required to be reported as capital gains.
Income received as a partner in a partnership, shareholder in an S corporation, or a beneficiary of an estate or trust (Schedule K-1).
You owe household employment taxes.
You are eligible for the health coverage tax credit.

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