Federal U.S. Individual Income Tax Return (OBSOLETE)
Form 1040-A is obsolete, and is no longer supported by the Federal Department of Revenue.
Extracted from PDF file 2020-federal-form-1040-a.pdf, last modified February 2018U.S. Individual Income Tax Return (OBSOLETE)
Form 1040A Department of the Treasury—Internal Revenue Service U.S. Individual Income Tax Return (99) 2017 IRS Use Only—Do not write or staple in this space. Your first name and initial Last name OMB No. 1545-0074 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. ▲ City, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below (see instructions). Foreign country name Filing status Check only one box. Exemptions Foreign province/state/county 1 2 3 6a b c If more than six dependents, see instructions. Make sure the SSN(s) above and on line 6c are correct. Presidential Election Campaign Foreign postal code Check here if you, or your spouse if filing jointly, want $3 to go to this fund. Checking a box below will not change your tax or refund. You Spouse Single 4 Head of household (with qualifying person). (See instructions.) Married filing jointly (even if only one had income) If the qualifying person is a child but not your dependent, Married filing separately. Enter spouse’s SSN above and enter this child’s name here. ▶ ▶ full name here. 5 Qualifying widow(er) (see instructions) Boxes Yourself. If someone can claim you as a dependent, do not check checked on box 6a. 6a and 6b No. of children Spouse on 6c who: (4) ✓ if child under Dependents: • lived with (3) Dependent’s } (1) First name Last name (2) Dependent’s social security number relationship to you age 17 qualifying for child tax credit (see instructions) you • did not live with you due to divorce or separation (see instructions) Dependents on 6c not entered above Add numbers on lines above ▶ d Total number of exemptions claimed. Income Attach Form(s) W-2 here. Also attach Form(s) 1099-R if tax was withheld. If you did not get a W-2, see instructions. Adjusted gross income 7 Wages, salaries, tips, etc. Attach Form(s) W-2. 7 8a b 9a b 10 11a Taxable interest. Attach Schedule B if required. Tax-exempt interest. Do not include on line 8a. 8b Ordinary dividends. Attach Schedule B if required. Qualified dividends (see instructions). 9b Capital gain distributions (see instructions). IRA 11b Taxable amount distributions. 11a (see instructions). 12a Pensions and 12b Taxable amount annuities. 12a (see instructions). 8a 9a 10 11b 12b 13 Unemployment compensation and Alaska Permanent Fund dividends. 14a Social security 14b Taxable amount benefits. 14a (see instructions). 14b 15 Add lines 7 through 14b (far right column). This is your total income. 15 16 17 18 Educator expenses (see instructions). IRA deduction (see instructions). Student loan interest deduction (see instructions). 19 20 Tuition and fees. Attach Form 8917. 19 Add lines 16 through 19. These are your total adjustments. 21 Subtract line 20 from line 15. This is your adjusted gross income. 13 ▶ 16 17 18 For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. 20 ▶ 21 Cat. No. 11327A Form 1040A (2017) Page 2 Form 1040A (2017) Tax, credits, 22 Enter the amount from line 21 (adjusted gross income). You were born before January 2, 1953, Blind Total boxes 23a Check and Spouse was born before January 2, 1953, Blind checked ▶ 23a if: payments { Standard Deduction for— • People who check any box on line 23a or 23b or who can be claimed as a dependent, see instructions. • All others: Single or Married filing separately, $6,350 Married filing jointly or Qualifying widow(er), $12,700 Head of household, $9,350 If you have a qualifying child, attach Schedule EIC. Refund Direct deposit? See instructions and fill in 48b, 48c, and 48d or Form 8888. Amount you owe Paid preparer use only Do you want to allow another person to discuss this return with the IRS (see instructions)? Designee’s name ▲ Joint return? See instructions. Keep a copy for your records. } b If you are married filing separately and your spouse itemizes ▶ 23b deductions, check here 24 Enter your standard deduction. 25 Subtract line 24 from line 22. If line 24 is more than line 22, enter -0-. 26 Exemptions. Multiply $4,050 by the number on line 6d. 27 Subtract line 26 from line 25. If line 26 is more than line 25, enter -0-. ▶ This is your taxable income. 28 Tax, including any alternative minimum tax (see instructions). 28 29 Excess advance premium tax credit repayment. Attach Form 8962. 29 30 Add lines 28 and 29. 31 Credit for child and dependent care expenses. Attach Form 2441. 31 32 Credit for the elderly or the disabled. Attach Schedule R. 32 33 Education credits from Form 8863, line 19. 33 34 Retirement savings contributions credit. Attach Form 8880. 34 35 Child tax credit. Attach Schedule 8812, if required. 35 36 Add lines 31 through 35. These are your total credits. 37 Subtract line 36 from line 30. If line 36 is more than line 30, enter -0-. 38 Health care: individual responsibility (see instructions). Full-year coverage 39 Add line 37 and line 38. This is your total tax. 40 Federal income tax withheld from Forms W-2 and 1099. 40 41 2017 estimated tax payments and amount applied from 2016 return. 41 42a Earned income credit (EIC). 42a b Nontaxable combat pay election. 42b 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. 47 If line 46 is more than line 39, subtract line 39 from line 46. This is the amount you overpaid. 48a Amount of line 47 you want refunded to you. If Form 8888 is attached, check here ▶ Routing ▶ c Type: Checking Savings ▶ b number Account ▶ d number 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, ▶ see instructions. 51 Estimated tax penalty (see instructions). 51 Third party designee Sign here 22 Phone no. ▶ 24 25 26 27 30 36 37 38 39 46 47 48a 50 Yes. Complete the following. No Personal identification ▶ 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 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. Your signature Date Your occupation Daytime phone number Spouse’s signature. If a joint return, both must sign. Print/Type preparer’s name Date Preparer’s signature Spouse’s occupation Date If the IRS sent you an Identity Protection PIN, enter it here (see inst.) Check ▶ if PTIN self-employed Firm’s name Firm’s EIN ▶ ▶ Firm’s address ▶ Go to www.irs.gov/Form1040A for instructions and the latest information. Phone no. Form 1040A (2017)
2017 Form 1040A
More about the Federal Form 1040-A Individual Income Tax Tax Return
For Tax year 2018, you will no longer user Form 1040-A, but instead use the redesigned Form 1040.
We last updated the U.S. Individual Income Tax Return (OBSOLETE) in July 2021, and the latest form we have available is for tax year 2020. This means that we don't yet have the updated form for the current tax year. Please check this page regularly, as we will post the updated form as soon as it is released by the Federal Internal Revenue Service. You can print other Federal tax forms here.
Other Federal Individual Income Tax Forms:
TaxFormFinder has an additional 774 Federal income tax forms that you may need, plus all federal income tax forms.
Form Code | Form Name |
---|---|
Form 1040-EZ | Income Tax Return for Single and Joint Filers With No Dependents |
Form 1040-V | Payment Voucher |
Form 1040-ES | Estimated Tax for Individuals |
1040 (Schedule C) | Profit or Loss from Business (Sole Proprietorship) |
1040 (Schedule A) | Itemized Deductions |
View all 775 Federal Income Tax Forms
Form Sources:
The Internal Revenue Service usually releases income tax forms for the current tax year between October and January, although changes to some forms can come even later. We last updated Federal Form 1040-A from the Internal Revenue Service in July 2021.
Form 1040-A is a Federal Individual Income Tax form. Like the Federal Form 1040, states each provide a core tax return form on which most high-level income and tax calculations are performed. While some taxpayers with simple returns can complete their entire tax return on this single form, in most cases various other additional schedules and forms must be completed, depending on the taxpayer's individual situation, to create a complete income tax return package.
About the Individual Income Tax
The IRS and most states collect a personal income tax, which is paid throughout the year via tax withholding or estimated income tax payments.
Most taxpayers are required to file a yearly income tax return in April to both the Internal Revenue Service and their state's revenue department, which will result in either a tax refund of excess withheld income or a tax payment if the withholding does not cover the taxpayer's entire liability. Every taxpayer's situation is different - please consult a CPA or licensed tax preparer to ensure that you are filing the correct tax forms!
Historical Past-Year Versions of Federal Form 1040-A
We have a total of six past-year versions of Form 1040-A in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:
TaxFormFinder Disclaimer:
While we do our best to keep our list of Federal Income Tax Forms up to date and complete, we cannot be held liable for errors or omissions. Is the form on this page out-of-date or not working? Please let us know and we will fix it ASAP.