IRS Form 1040A 2017 U.S. Individual Income Tax Return

IRS Form 1040A or the "U.s. Individual Income Tax Return" is a form issued by the U.S. Department of the Treasury - Internal Revenue Service.

Download a PDF version of the latest IRS Form 1040A down below or find it on the U.S. Department of the Treasury - Internal Revenue Service Forms website.

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Form
Department of the Treasury—Internal Revenue Service
1040A
2017
U.S. Individual Income Tax Return
IRS Use Only—Do not write or staple in this space.
(99)
Your first name and initial
Last name
OMB No. 1545-0074
Your social security number
Spouse’s social security number
If a joint return, spouse’s first name and initial
Last name
Home address (number and street). If you have a P.O. box, see instructions.
Apt. no.
Make sure the SSN(s) above
and on line 6c are correct.
City, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below (see instructions).
Presidential Election Campaign
Check here if you, or your spouse if filing
jointly, want $3 to go to this fund. Checking
Foreign country name
Foreign province/state/county
Foreign postal code
a box below will not change your tax or
refund.
You
Spouse
Filing
1
Single
4
Head of household (with qualifying person).
(See instructions.)
2
Married filing jointly (even if only one had income)
If the qualifying person is a child but not your dependent,
status
enter this child’s name here.
3
Married filing separately. Enter spouse’s SSN above and
Check only
full name here.
one box.
5
Qualifying widow(er) (see instructions)
}
6a
Yourself. If someone can claim you as a dependent, do not check
Exemptions
Boxes
checked on
box 6a.
6a and 6b
b
Spouse
No. of children
on 6c who:
c
Dependents:
(4)
if child under
• lived with
(3) Dependent’s
(2) Dependent’s social
age 17 qualifying for
you
If more than six
security number
relationship to you
child tax credit (see
(1) First name
Last name
instructions)
• did not live
dependents, see
with you due to
instructions.
divorce or
separation (see
instructions)
Dependents
on 6c not
entered above
Add numbers
on lines
d Total number of exemptions claimed.
above
Income
7
Wages, salaries, tips, etc. Attach Form(s) W-2.
7
Attach
Form(s) W-2
8a Taxable interest. Attach Schedule B if required.
8a
here. Also
b Tax-exempt interest. Do not include on line 8a.
8b
attach
9a Ordinary dividends. Attach Schedule B if required.
9a
Form(s)
b Qualified dividends (see instructions).
9b
1099-R if tax
was
10
Capital gain distributions (see instructions).
10
withheld.
11 a IRA
11b Taxable amount
distributions.
11a
(see instructions).
11b
If you did not
12 a Pensions and
12b Taxable amount
get a W-2, see
instructions.
annuities.
12a
(see instructions).
12b
13
Unemployment compensation and Alaska Permanent Fund dividends.
13
14 a Social security
14b Taxable amount
benefits.
14a
(see instructions).
14b
Add lines 7 through 14b (far right column). This is your total income.
15
15
Adjusted
16
Educator expenses (see instructions).
16
gross
17
IRA deduction (see instructions).
17
income
18
Student loan interest deduction (see instructions).
18
19
Reserved for future use.
19
20
Add lines 16 through 19. These are your total adjustments.
20
21
Subtract line 20 from line 15. This is your adjusted gross income.
21
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions.
Form 1040A (2017)
Cat. No. 11327A
Form
Department of the Treasury—Internal Revenue Service
1040A
2017
U.S. Individual Income Tax Return
IRS Use Only—Do not write or staple in this space.
(99)
Your first name and initial
Last name
OMB No. 1545-0074
Your social security number
Spouse’s social security number
If a joint return, spouse’s first name and initial
Last name
Home address (number and street). If you have a P.O. box, see instructions.
Apt. no.
Make sure the SSN(s) above
and on line 6c are correct.
City, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below (see instructions).
Presidential Election Campaign
Check here if you, or your spouse if filing
jointly, want $3 to go to this fund. Checking
Foreign country name
Foreign province/state/county
Foreign postal code
a box below will not change your tax or
refund.
You
Spouse
Filing
1
Single
4
Head of household (with qualifying person).
(See instructions.)
2
Married filing jointly (even if only one had income)
If the qualifying person is a child but not your dependent,
status
enter this child’s name here.
3
Married filing separately. Enter spouse’s SSN above and
Check only
full name here.
one box.
5
Qualifying widow(er) (see instructions)
}
6a
Yourself. If someone can claim you as a dependent, do not check
Exemptions
Boxes
checked on
box 6a.
6a and 6b
b
Spouse
No. of children
on 6c who:
c
Dependents:
(4)
if child under
• lived with
(3) Dependent’s
(2) Dependent’s social
age 17 qualifying for
you
If more than six
security number
relationship to you
child tax credit (see
(1) First name
Last name
instructions)
• did not live
dependents, see
with you due to
instructions.
divorce or
separation (see
instructions)
Dependents
on 6c not
entered above
Add numbers
on lines
d Total number of exemptions claimed.
above
Income
7
Wages, salaries, tips, etc. Attach Form(s) W-2.
7
Attach
Form(s) W-2
8a Taxable interest. Attach Schedule B if required.
8a
here. Also
b Tax-exempt interest. Do not include on line 8a.
8b
attach
9a Ordinary dividends. Attach Schedule B if required.
9a
Form(s)
b Qualified dividends (see instructions).
9b
1099-R if tax
was
10
Capital gain distributions (see instructions).
10
withheld.
11 a IRA
11b Taxable amount
distributions.
11a
(see instructions).
11b
If you did not
12 a Pensions and
12b Taxable amount
get a W-2, see
instructions.
annuities.
12a
(see instructions).
12b
13
Unemployment compensation and Alaska Permanent Fund dividends.
13
14 a Social security
14b Taxable amount
benefits.
14a
(see instructions).
14b
Add lines 7 through 14b (far right column). This is your total income.
15
15
Adjusted
16
Educator expenses (see instructions).
16
gross
17
IRA deduction (see instructions).
17
income
18
Student loan interest deduction (see instructions).
18
19
Reserved for future use.
19
20
Add lines 16 through 19. These are your total adjustments.
20
21
Subtract line 20 from line 15. This is your adjusted gross income.
21
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions.
Form 1040A (2017)
Cat. No. 11327A
2
Form 1040A (2017)
Page
22
Enter the amount from line 21 (adjusted gross income).
22
Tax, credits,
{
}
Total boxes
23 a Check
You were born before January 2, 1953,
Blind
and
if:
Spouse was born before January 2, 1953,
Blind
checked
23a
payments
b If you are married filing separately and your spouse itemizes
deductions, check here
23b
Standard
Deduction
24
Enter your standard deduction.
24
for—
25
Subtract line 24 from line 22. If line 24 is more than line 22, enter -0-.
25
• People who
check any
26
Exemptions. Multiply $4,050 by the number on line 6d.
26
box on line
23a or 23b or
27
Subtract line 26 from line 25. If line 26 is more than line 25, enter -0-.
who can be
This is your taxable income.
27
claimed as a
dependent,
28
Tax, including any alternative minimum tax (see instructions). 28
see
instructions.
29
Excess advance premium tax credit repayment. Attach
• All others:
Form 8962.
29
Single or
30
Add lines 28 and 29.
30
Married filing
separately,
31
Credit for child and dependent care expenses. Attach
$6,350
Form 2441.
31
Married filing
jointly or
32
Credit for the elderly or the disabled. Attach
Qualifying
widow(er),
Schedule R.
32
$12,700
33
Education credits from Form 8863, line 19.
33
Head of
household,
34
Retirement savings contributions credit. Attach Form 8880. 34
$9,350
35
Child tax credit. Attach Schedule 8812, if required.
35
36
Add lines 31 through 35. These are your total credits.
36
37
Subtract line 36 from line 30. If line 36 is more than line 30, enter -0-.
37
Health care: individual responsibility (see instructions). Full-year coverage
38
38
39
Add line 37 and line 38. This is your total tax.
39
40
Federal income tax withheld from Forms W-2 and 1099. 40
41
2017 estimated tax payments and amount applied
If you have
from 2016 return.
41
a qualifying
child, attach
42a Earned income credit (EIC).
42a
Schedule
b Nontaxable combat pay election. 42b
EIC.
43
Additional child tax credit. Attach Schedule 8812.
43
44
American opportunity credit from Form 8863, line 8.
44
45
Net premium tax credit. Attach Form 8962.
45
46
Add lines 40, 41, 42a, 43, 44, and 45. These are your total payments.
46
47
If line 46 is more than line 39, subtract line 39 from line 46.
Refund
This is the amount you overpaid.
47
48a Amount of line 47 you want refunded to you. If Form 8888 is attached, check here
48a
Direct
deposit?
b Routing
c Type:
Checking
Savings
See
number
instructions
and fill in
d Account
48b, 48c,
number
and 48d or
Form 8888.
49
Amount of line 47 you want applied to your
2018 estimated tax.
49
50
Amount you owe. Subtract line 46 from line 39. For details on how to pay,
Amount
see instructions.
50
you owe
51
Estimated tax penalty (see instructions).
51
Third party
Yes. Complete the following.
No
Do you want to allow another person to discuss this return with the IRS (see instructions)?
designee
Designee’s
Phone
Personal identification
name
no.
number (PIN)
Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge
Sign
and belief, they are true, correct, and accurately list all amounts and sources of income I received during the tax year. Declaration of preparer (other
than the taxpayer) is based on all information of which the preparer has any knowledge.
here
Your occupation
Daytime phone number
Your signature
Date
Joint return?
See instructions.
Spouse’s signature. If a joint return, both must sign.
Spouse’s occupation
If the IRS sent you an Identity Protection
Date
Keep a copy
PIN, enter it
for your records.
here (see inst.)
Paid
Print/Type preparer’s name
Preparer’s signature
Date
PTIN
Check
if
self-employed
preparer
Firm’s name
Firm’s EIN
use only
Firm’s address
Phone no.
1040A
Go to www.irs.gov/Form1040A for instructions and the latest information.
Form
(2017)

Download IRS Form 1040A 2017 U.S. Individual Income Tax Return

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