Support CenterForm 1040EZ qualifications
🔍 Form 1040EZ qualifications
This article explains the requirements for using Form 1040EZ, plus what to do if you do not meet them.
⚠️ Requirements for Using Form 1040EZ
Requirements for using Form 1040EZ:
- Filing status is single or married filing jointly.
- Taxpayer and spouse are both under age 65 and not blind at the end of 2013.
- No dependents.
- Taxable income (line 6) is less than $100,000.
- Taxpayer is not claiming any adjustments to income.
- The only tax credit claimed is the earned income credit.
- Income is from wages, salaries, tips, taxable scholarship or fellowship grants, unemployment compensation, or Alaska Permanent Fund dividends, and taxable interest is not over $1500.
📊 Step-by-Step Guide
Step 1: Enter your information on supporting forms
You should enter information initially on supporting forms such as W-2, K-1, 1099-R, 1040 Wkt 1, 1040 Wkt 2, Schedule B, etc.
Step 2: Check whether your return can be filed on Form 1040A or 1040EZ
When all data is entered, look at the top of the Main Info to see if the return can be filed on Form 1040A or 1040EZ. If so indicated, select the check box for the appropriate form. See IRS instructions for more information.
Step 3: If you do not meet all requirements, use the correct form
If a person does not meet all of the requirements, he or she must use Form 1040A or 1040.
Step 4: Review special rules (Nonresident alien)
Nonresident alien. If the taxpayer was a nonresident alien at any time in 2015, his or her filing status must be married filing jointly to use Form 1040EZ. If the taxpayer's filing status is not married filing jointly, he or she may have to use Form 1040NR or 1040NREZ.
Step 5: Make sure amounts transfer correctly
Information entered directly on Form 1040, such as interest under $1,500 or unemployment, does not transfer to Form 1040A or 1040EZ. To ensure that these amounts are included in the return, enter interest income on Schedule B and unemployment income on 1099-G.
❌ Important Notes
- If a person does not meet all of the requirements, he or she must use Form 1040A or 1040.
- Information entered directly on Form 1040 (such as interest under $1,500 or unemployment) does not transfer to Form 1040A or 1040EZ.
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: federal,form