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

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

A PDF of the latest IRS Form 1040 can be downloaded below or found on the U.S. Department of the Treasury - Internal Revenue Service Forms and Publications website.

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1040
2017
(99)
Department of the Treasury—Internal Revenue Service
U.S. Individual Income Tax Return
OMB No. 1545-0074
IRS Use Only—Do not write or staple in this space.
See separate instructions.
For the year Jan. 1–Dec. 31, 2017, or other tax year beginning
, 2017, ending
, 20
Your first name and initial
Last name
Your social security number
If a joint return, spouse’s first name and initial
Last name
Spouse’s social security number
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
1
Single
4
Head of household (with qualifying person). (See instructions.)
Filing Status
2
Married filing jointly (even if only one had income)
If the qualifying person is a child but not your dependent, enter this
Check only one
child’s name here.
3
Married filing separately. Enter spouse’s SSN above
box.
and full name here.
5
Qualifying widow(er) (see instructions)
}
Boxes checked
6a
Yourself. If someone can claim you as a dependent, do not check box 6a .
.
.
.
.
Exemptions
on 6a and 6b
b
Spouse
.
.
.
.
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.
.
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.
.
.
No. of children
(4) ✓ if child under age 17
on 6c who:
Dependents:
c
(2) Dependent’s
(3) Dependent’s
• lived with you
qualifying for child tax credit
social security number
relationship to you
(1) First name
Last name
(see instructions)
• did not live with
you due to divorce
or separation
If more than four
(see instructions)
dependents, see
Dependents on 6c
instructions and
not entered above
check here
Add numbers on
d
Total number of exemptions claimed
.
.
.
.
.
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.
lines above
7
Wages, salaries, tips, etc. Attach Form(s) W-2
.
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.
.
7
Income
8a
Taxable interest. Attach Schedule B if required .
.
.
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.
.
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.
.
8a
b
Tax-exempt interest. Do not include on line 8a .
.
.
8b
Attach Form(s)
9 a
Ordinary dividends. Attach Schedule B if required
.
.
.
.
.
.
.
.
.
.
.
9a
W-2 here. Also
b
Qualified dividends
.
.
.
.
.
.
.
.
.
.
.
9b
attach Forms
W-2G and
10
Taxable refunds, credits, or offsets of state and local income taxes
.
.
.
.
.
.
10
1099-R if tax
11
Alimony received .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
11
was withheld.
12
Business income or (loss). Attach Schedule C or C-EZ .
.
.
.
.
.
.
.
.
.
12
13
Capital gain or (loss). Attach Schedule D if required. If not required, check here
13
If you did not
14
Other gains or (losses). Attach Form 4797 .
.
.
.
.
.
.
.
.
.
.
.
.
.
14
get a W-2,
15 a
IRA distributions .
15a
b Taxable amount
.
.
.
15b
see instructions.
16 a
Pensions and annuities
16a
b Taxable amount
.
.
.
16b
17
Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E
17
18
Farm income or (loss). Attach Schedule F .
.
.
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.
18
19
Unemployment compensation .
.
.
.
.
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.
.
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.
.
.
.
.
.
.
19
20 a
Social security benefits
20a
b Taxable amount
.
.
.
20b
21
Other income. List type and amount
21
22
Combine the amounts in the far right column for lines 7 through 21. This is your total income
22
23
Educator expenses
.
.
.
.
.
.
.
.
.
.
.
23
Adjusted
24
Certain business expenses of reservists, performing artists, and
Gross
fee-basis government officials. Attach Form 2106 or 2106-EZ
24
Income
25
Health savings account deduction. Attach Form 8889
.
25
26
Moving expenses. Attach Form 3903 .
.
.
.
.
.
26
27
Deductible part of self-employment tax. Attach Schedule SE .
27
28
Self-employed SEP, SIMPLE, and qualified plans
.
.
28
29
Self-employed health insurance deduction
.
.
.
.
29
30
Penalty on early withdrawal of savings .
.
.
.
.
.
30
31 a
Alimony paid
b Recipient’s SSN
31a
32
IRA deduction .
.
.
.
.
.
.
.
.
.
.
.
.
32
33
Student loan interest deduction .
.
.
.
.
.
.
.
33
34
Reserved for future use .
.
.
.
.
.
.
.
.
.
34
35
Domestic production activities deduction. Attach Form 8903
35
36
Add lines 23 through 35 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
36
37
Subtract line 36 from line 22. This is your adjusted gross income
.
.
.
.
.
37
1040
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions.
Form
(2017)
Cat. No. 11320B
1040
2017
(99)
Department of the Treasury—Internal Revenue Service
U.S. Individual Income Tax Return
OMB No. 1545-0074
IRS Use Only—Do not write or staple in this space.
See separate instructions.
For the year Jan. 1–Dec. 31, 2017, or other tax year beginning
, 2017, ending
, 20
Your first name and initial
Last name
Your social security number
If a joint return, spouse’s first name and initial
Last name
Spouse’s social security number
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
1
Single
4
Head of household (with qualifying person). (See instructions.)
Filing Status
2
Married filing jointly (even if only one had income)
If the qualifying person is a child but not your dependent, enter this
Check only one
child’s name here.
3
Married filing separately. Enter spouse’s SSN above
box.
and full name here.
5
Qualifying widow(er) (see instructions)
}
Boxes checked
6a
Yourself. If someone can claim you as a dependent, do not check box 6a .
.
.
.
.
Exemptions
on 6a and 6b
b
Spouse
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
No. of children
(4) ✓ if child under age 17
on 6c who:
Dependents:
c
(2) Dependent’s
(3) Dependent’s
• lived with you
qualifying for child tax credit
social security number
relationship to you
(1) First name
Last name
(see instructions)
• did not live with
you due to divorce
or separation
If more than four
(see instructions)
dependents, see
Dependents on 6c
instructions and
not entered above
check here
Add numbers on
d
Total number of exemptions claimed
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
lines above
7
Wages, salaries, tips, etc. Attach Form(s) W-2
.
.
.
.
.
.
.
.
.
.
.
.
7
Income
8a
Taxable interest. Attach Schedule B if required .
.
.
.
.
.
.
.
.
.
.
.
8a
b
Tax-exempt interest. Do not include on line 8a .
.
.
8b
Attach Form(s)
9 a
Ordinary dividends. Attach Schedule B if required
.
.
.
.
.
.
.
.
.
.
.
9a
W-2 here. Also
b
Qualified dividends
.
.
.
.
.
.
.
.
.
.
.
9b
attach Forms
W-2G and
10
Taxable refunds, credits, or offsets of state and local income taxes
.
.
.
.
.
.
10
1099-R if tax
11
Alimony received .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
11
was withheld.
12
Business income or (loss). Attach Schedule C or C-EZ .
.
.
.
.
.
.
.
.
.
12
13
Capital gain or (loss). Attach Schedule D if required. If not required, check here
13
If you did not
14
Other gains or (losses). Attach Form 4797 .
.
.
.
.
.
.
.
.
.
.
.
.
.
14
get a W-2,
15 a
IRA distributions .
15a
b Taxable amount
.
.
.
15b
see instructions.
16 a
Pensions and annuities
16a
b Taxable amount
.
.
.
16b
17
Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E
17
18
Farm income or (loss). Attach Schedule F .
.
.
.
.
.
.
.
.
.
.
.
.
.
18
19
Unemployment compensation .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
19
20 a
Social security benefits
20a
b Taxable amount
.
.
.
20b
21
Other income. List type and amount
21
22
Combine the amounts in the far right column for lines 7 through 21. This is your total income
22
23
Educator expenses
.
.
.
.
.
.
.
.
.
.
.
23
Adjusted
24
Certain business expenses of reservists, performing artists, and
Gross
fee-basis government officials. Attach Form 2106 or 2106-EZ
24
Income
25
Health savings account deduction. Attach Form 8889
.
25
26
Moving expenses. Attach Form 3903 .
.
.
.
.
.
26
27
Deductible part of self-employment tax. Attach Schedule SE .
27
28
Self-employed SEP, SIMPLE, and qualified plans
.
.
28
29
Self-employed health insurance deduction
.
.
.
.
29
30
Penalty on early withdrawal of savings .
.
.
.
.
.
30
31 a
Alimony paid
b Recipient’s SSN
31a
32
IRA deduction .
.
.
.
.
.
.
.
.
.
.
.
.
32
33
Student loan interest deduction .
.
.
.
.
.
.
.
33
34
Reserved for future use .
.
.
.
.
.
.
.
.
.
34
35
Domestic production activities deduction. Attach Form 8903
35
36
Add lines 23 through 35 .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
36
37
Subtract line 36 from line 22. This is your adjusted gross income
.
.
.
.
.
37
1040
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions.
Form
(2017)
Cat. No. 11320B
2
Form 1040 (2017)
Page
38
Amount from line 37 (adjusted gross income)
.
.
.
.
.
.
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.
.
38
}
{
39a
You were born before January 2, 1953,
Blind.
Check
Total boxes
Tax and
if:
Spouse was born before January 2, 1953,
Blind.
checked
39a
Credits
If your spouse itemizes on a separate return or you were a dual-status alien, check here
b
39b
40
Itemized deductions (from Schedule A) or your standard deduction (see left margin)
40
.
.
Standard
Deduction
41
Subtract line 40 from line 38
.
.
.
.
.
.
.
.
.
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.
.
.
.
.
.
.
41
for—
42
Exemptions. If line 38 is $156,900 or less, multiply $4,050 by the number on line 6d. Otherwise, see instructions
42
• People who
check any
43
Taxable income. Subtract line 42 from line 41. If line 42 is more than line 41, enter -0- .
.
43
box on line
39a or 39b or
44
Tax (see instructions). Check if any from: a
Form(s) 8814
b
Form 4972 c
44
who can be
45
Alternative minimum tax (see instructions). Attach Form 6251 .
45
claimed as a
.
.
.
.
.
.
.
.
dependent,
46
46
Excess advance premium tax credit repayment. Attach Form 8962 .
.
.
.
.
.
.
.
see
instructions.
47
Add lines 44, 45, and 46
.
.
.
.
.
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.
.
.
.
.
.
.
47
• All others:
48
Foreign tax credit. Attach Form 1116 if required .
.
.
.
48
Single or
Married filing
49
49
Credit for child and dependent care expenses. Attach Form 2441
separately,
50
Education credits from Form 8863, line 19
.
.
.
.
.
50
$6,350
51
51
Married filing
Retirement savings contributions credit. Attach Form 8880
jointly or
52
Child tax credit. Attach Schedule 8812, if required .
.
.
52
Qualifying
widow(er),
53
Residential energy credit. Attach Form 5695 .
.
.
.
.
53
$12,700
3800 b
8801
54
Other credits from Form: a
c
54
Head of
household,
55
Add lines 48 through 54. These are your total credits .
.
.
.
.
.
.
.
.
.
.
.
55
$9,350
Subtract line 55 from line 47. If line 55 is more than line 47, enter -0-
.
.
.
.
.
.
56
56
57
57
Self-employment tax. Attach Schedule SE
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
Other
58
Unreported social security and Medicare tax from Form:
a
4137
b
8919
.
.
58
59
59
Additional tax on IRAs, other qualified retirement plans, etc. Attach Form 5329 if required
.
.
Taxes
60 a
Household employment taxes from Schedule H
.
.
.
.
.
.
.
.
.
.
.
.
.
.
60a
b
First-time homebuyer credit repayment. Attach Form 5405 if required .
.
.
.
.
.
.
.
60b
61
61
Health care: individual responsibility (see instructions)
Full-year coverage
.
.
.
.
.
62
Taxes from: a
Form 8959
b
Form 8960
c
Instructions; enter code(s)
62
63
Add lines 56 through 62. This is your total tax
.
.
.
.
.
.
.
.
.
.
.
.
.
63
Payments
64
Federal income tax withheld from Forms W-2 and 1099
.
.
64
65
2017 estimated tax payments and amount applied from 2016 return
65
If you have a
66a
Earned income credit (EIC)
66a
.
.
.
.
.
.
.
.
.
.
qualifying
b
66b
Nontaxable combat pay election
child, attach
Schedule EIC.
67
Additional child tax credit. Attach Schedule 8812 .
.
.
.
.
67
68
American opportunity credit from Form 8863, line 8 .
.
.
68
69
Net premium tax credit. Attach Form 8962 .
.
.
.
.
.
69
70
70
Amount paid with request for extension to file
.
.
.
.
.
71
71
.
.
.
.
Excess social security and tier 1 RRTA tax withheld
72
Credit for federal tax on fuels. Attach Form 4136
.
.
.
.
72
73
Credits from Form: a
2439 b
Reserved c
8885 d
73
Add lines 64, 65, 66a, and 67 through 73. These are your total payments .
.
.
.
.
74
74
Refund
75
If line 74 is more than line 63, subtract line 63 from line 74. This is the amount you overpaid
75
76a
Amount of line 75 you want refunded to you. If Form 8888 is attached, check here
76a
.
b
c Type:
Routing number
Checking
Savings
Direct deposit?
See
d
Account number
instructions.
77
77
Amount of line 75 you want applied to your 2018 estimated tax
Amount
78
Amount you owe. Subtract line 74 from line 63. For details on how to pay, see instructions
78
You Owe
79
Estimated tax penalty (see instructions)
.
.
.
.
.
.
.
79
Do you want to allow another person to discuss this return with the IRS (see instructions)?
Yes. Complete below.
No
Third Party
Personal identification
Designee
Designee’s
Phone
number (PIN)
name
no.
Sign
Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge 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 taxpayer) is based on all information of which preparer has any knowledge.
Here
Your signature
Date
Your occupation
Daytime phone number
Joint return? See
instructions.
Spouse’s signature. If a joint return, both must sign.
Date
Spouse’s occupation
If the IRS sent you an Identity Protection
Keep a copy for
PIN, enter it
your records.
here (see inst.)
Print/Type preparer’s name
PTIN
Preparer’s signature
Date
Paid
Check
if
self-employed
Preparer
Firm’s name
Firm’s EIN
Use Only
Firm’s address
Phone no.
1040
Go to www.irs.gov/Form1040 for instructions and the latest information.
Form
(2017)

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

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