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Iowa Individual Income Tax Return
Extracted from PDF file 2023-iowa-form-ia-1040.pdf, last modified February 2023Individual Income Tax Return
2023 IA 1040 Iowa Individual Income Tax Return tax.iowa.gov Step 1: You must fill in your Social Security Number (SSN) For fiscal or short year filers to M M D D Y Y Y Y M Check the box if this is an amended return M D D Y Y Y Y Last Name First Name MI Spouse’s Last Name Spouse’s First Name Social Security Number (SSN) Spouse’s Social Security Number (SSN) MI Current mailing address (number, street, apartment, lot, or suite number) or PO Box City State Use Residence as of 12/31/23: ZIP County No. School District No. Step 2: Filing status from federal 1040. Mark one box only Yes 1. Single: Were you claimed on another person’s Iowa return? 2. Married filing jointly 3. Married filing separately. Enter your spouse’s information above. Spouse’s net income:........................................................................................... 4. Head of household. Enter qualifying person’s information on Page 2 5. Qualifying surviving spouse with dependent child. Enter dependent’s information on Page 2. Personal Credit: Enter 1 (enter 2 if filing status 2 or 4)............................................ b. Enter 1 for each taxpayer 65 or older and/or 1 for each taxpayer who is blind................................................................................................ You are blind x $40 = 00 x $20 = 00 Spouse is 65 or older c. Dependents: Enter 1 for each dependent. List dependents below.............................................................................................. d. Total. Add lines a, b and c......................................................................................................................... 41-001a (08/16/2023) 00 Enter Dollars and Cents a. You are 65 or older 3 Step 3: Exemptions Check if: No x $40 = Spouse is blind 00 00 2023 IA 1040, Page 2 Taxpayer’s SSN Taxpayer’s Name Dependent’s first name Dependent’s last name Dependent’s SSN Relationship to you Enter Dollars and Cents Step 4: Iowa Taxable Income 1. Federal total income.......................................................................................................................... 2. Federal taxable income..................................................................................................................... 3. Net Iowa modifications from IA 1040 Schedule 1, line 22................................................................. 4. Iowa taxable income. Add lines 2 and 3............................................................................................ Step 5: Tax, Nonrefundable Credits, and Checkoff contributions Check if using alternate tax (line 5), tax reduction calculation (line 12), or low-income exemption 5. Iowa Tax from tax rate schedule or alternate tax............................................................................... 6. Iowa lump-sum tax. See instructions................................................................................................. 7. Total Tax. Add lines 5 and 6............................................................................................................... 8. Total exemption credit amount from Step 3....................................................................................... 9. Tuition and textbook credit for dependents K-12............................................................................... 10. Volunteer firefighter/EMS/reserve peace officer credit...................................................................... 11. Total Credits. Add lines 8, 9, and 10.................................................................................................. 12. BALANCE. Subtract line 11 from line 7. If less than zero, enter zero............................................... 13. Nonresident or part-year resident credit. Include IA 126................................................................... 14. BALANCE. Subtract line 13 from line 12........................................................................................... 15. Out-of-State tax credit. Include IA 130.............................................................................................. 16. BALANCE. Subtract line 15 from line 14........................................................................................... 17. Other nonrefundable Iowa credits. Include IA 148............................................................................ 18. BALANCE. Subtract line 17 from line 16........................................................................................... 19. School district surtax or EMS surtax. Multiply line 18 by the percentage from table......................... 20. Total state tax and local surtax.......................................................................................................... 1 00 2 00 3 00 4 00 5 00 6 00 7 00 8 00 9 00 10 00 11 00 12 00 13 00 14 00 15 00 16 00 17 00 18 00 19 00 20 00 21 00 22 00 21. Contributions will reduce your refund or add to the amount you owe. Fish/ Wildlife 00 State Fair 00 Firefighters/ Veterans 00 Child Abuse Prevention 00 Enter total here........................ 22. TOTAL STATE TAX, LOCAL TAX, AND CONTRIBUTIONS. Add lines 20 and 21............................ 41-001b (08/16/2023) 2023 IA 1040, Page 3 Taxpayer’s SSN Taxpayer’s Name Enter Dollars and Cents Step 6: Refundable Credits and Payments 23. Iowa Fuel Tax Credit. Include IA 4136 Iowa Fuel Tax Credit ............................................................ 24. Check one: Child and Dependent Care Credit Early Childhood Development Credit 23 00 24 00 25 00 26 00 27 00 28 00 29 00 30 00 31 00 32 00 OR ......................... 25. Iowa Earned Income Tax Credit........................................................................................................ 26. Other refundable credits. Include IA 148........................................................................................... 27. Composite and PTET credit. Include IA Schedule CC...................................................................... 28. Iowa income tax withheld.................................................................................................................. 29. Estimated and other payments made for tax year 2023.................................................................... 30. TOTAL. Add lines 23 through 29....................................................................................................... Step 7: Refund 31. If line 30 is more than line 22, subtract line 22 from line 30; otherwise, go to line 34 32. Amount of line 31 to be REFUNDED a. Routing Number b. Account Number c. Account Type 33. Amount of line 31 to be applied to your 2024 estimated tax............................................................. Checking Savings 33 00 34 00 35 00 36 00 37 00 Step 8: Amount due 34. If line 30 is less than line 22, subtract line 30 from line 22................................................................ 35. Penalty for underpayment of estimated tax from IA 2210, IA 2210S, or IA 2210F. Check if annualized income (IA 2210AI) or farmer/fisher (IA 2210F) method used 36. Penalty and Interest 36a. Penalty 36b. Interest 00 00 Enter total here....... 37. TOTAL AMOUNT DUE. ADD lines 34, 35, and 36............................................................................. 41-001c (08/16/2023) 2023 IA 1040, Page 4 Taxpayer’s SSN Taxpayer’s Name Enter Dollars and Cents IA 1040 Schedule 1 A Additions Iowa Modifications to Federal Total Income 1. Interest..................................................................................... 2. Dividends.................................................................................. 3. RESERVED FOR FUTURE USE............................................. 4. RESERVED FOR FUTURE USE............................................. 5. Social Security Benefits............................................................ 6. Active Duty Military Pay............................................................ 7. IRA/Pension/Railroad Retirement Income................................ 8. Railroad Unemployment Income.............................................. 9. Bonus Depreciation/Section 179 expenses.............................. 10. Federal Net Operating Loss prior to 1/1/23. Include IA 124..... 11. Other Income............................................................................ 12. Total modifications to federal total income. Add lines 1 through 11.............................................................. B Subtractions 1 00 00 2 00 00 3 4 5 00 6 00 7 00 8 00 9 00 00 10 00 11 00 00 12 00 00 13 00 13. Net modifications to federal total income.Subtract line 12 column B from A..................................... Iowa Modifications to Federal Taxable Income 14. Federal income tax refund or overpayment received in 2023.. 15. Health insurance deduction. See instructions.......................... 16. Capital Gains Deduction. Include IA 100.................................. 17. Iowa Net Operating Loss prior to 1/1/23. Include IA 124.......... 18. Federal tax paid for prior years................................................ 19. Other Adjustments.................................................................... 20. Total modifications to federal taxable income. Add lines 14 through 19........................................................... 14 00 15 00 16 00 17 00 18 00 19 00 00 20 00 00 21 00 22 00 21. Net modifications to federal taxable income. Subtract line 20 column B from A............................... Net Modifications 22. Net Iowa Modifications. Add lines 13 and 21. Enter here and IA 1040, line 3................................... 41-001d (08/16/2023) 2023 IA 1040, Page 5 Taxpayer’s SSN Taxpayer’s Name Third Party Disclosure Designee. Do you want to allow an individual to discuss this return with the Department? See instructions. Designee’s Name Mailing address ID Number (optional) City State ZIP Designee’s phone number Email Step 9: I, the undersigned, declare under penalties of perjury or false certificate, that I have examined this return, and, to the best of my knowledge and belief, it is true, correct, and complete. Paper-filed returns must be signed by hand or via a digital signature with a digital certificate. Stamped or typed signatures are not accepted. Date Your Signature Sign Here M M D D Y Y Y Y Date of death Check if deceased: M Spouse’s Signature Sign Here M D D Y Y Y Y D D Y Y Y Y Y Y Y Y Y Y Date M M Date of death Check if deceased: M Taxpayer’s email address Taxpayer’s phone number D D Your Driver License or State Issued ID number Spouse’s Driver License or State Issued ID number Preparer’s Signature Paid Preparer Use M Date M Preparer’s PTIN, STIN, or SSN Firm’s FEIN M D D Y Y Preparer’s phone number This return is due April 30, 2024. Sign, enclose W-2s, and verify SSNs MAILING ADDRESS: Iowa Income Tax Document Processing PO BOX 9187, Des Moines IA 50306-9187 Make checks payable to Iowa Department of Revenue 41-001e (08/16/2023)
Form IA 1040
More about the Iowa Form IA 1040 Individual Income Tax Tax Return TY 2023
IA-1040 is the long-version Iowa 1040 income tax return, for use by all in-state residents. This version of IA-1040 is a PDF form that can be filled out and printed for easy filing.
We last updated the Individual Income Tax Return in January 2024, so this is the latest version of Form IA 1040, fully updated for tax year 2023. You can download or print current or past-year PDFs of Form IA 1040 directly from TaxFormFinder. You can print other Iowa tax forms here.
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TaxFormFinder has an additional 43 Iowa income tax forms that you may need, plus all federal income tax forms. These related forms may also be needed with the Iowa Form IA 1040.
| Form Code | Form Name |
|---|---|
| IA 1040-ES | Individual Income Estimate Tax Payment Voucher |
| IA 1040-V | Tax Payment Voucher |
| Form IA 1040ES | Estimated Tax Coupons |
| IA 1040-A | Form 1040 Schedule A (Itemized Deductions) |
| IA 1040 Table | IA 1040 Tax Tables |
| IA 1040-B | Form 1040 Schedule B (Interest and Dividend Income) |
| IA 1040X | Amended Individual Income Tax Return 41-122 |
| IA 1040-ES Instructions | Individual Estimated Income Tax Instructions |
| Form IA 1040C | Composite Return 41-006 |
View all 44 Iowa Income Tax Forms
Form Sources:
Iowa usually releases forms for the current tax year between January and April. We last updated Iowa Form IA 1040 from the Department of Revenue in January 2024.
Form IA 1040 is an Iowa 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 Iowa Form IA 1040
We have a total of thirteen past-year versions of Form IA 1040 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:
2022 Form IA 1040
IA 1040 Individual Income Tax Return, 41-001
2021 Form IA 1040
IA 1040 Individual Income Tax Return, 41-001
2020 Form IA 1040
IA 1040 Individual Income Tax Return, 41-001
2019 Form IA 1040
IA 1040 Individual Income Tax Return, 41-001
2018 Form IA 1040
IA 1040 Individual Income Tax Return, 41-001
2017 Form IA 1040
IA 1040 Individual Income Tax Return, 41-001
2016 Form IA 1040
1241001.pmd
2015 Form IA 1040
1241001.pmd
2011 Form IA 1040
Iowa individual income tax form 2007
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