{"id":20684,"date":"2017-06-14T12:00:00","date_gmt":"2017-06-14T12:00:00","guid":{"rendered":"https:\/\/resource-center.hrblock.com\/"},"modified":"2023-08-29T08:44:42","modified_gmt":"2023-08-29T13:44:42","slug":"form-1040a","status":"publish","type":"post","link":"https:\/\/hrbcomlnp.hrblock.com\/tax-center\/irs\/forms\/form-1040a\/","title":{"rendered":"What is Form 1040a"},"content":{"rendered":"<p>The 1040A is a simpler version of Form 1040. You can use it if you meet the 1040A requirements, which are less complex than those for a 1040. If you&#8217;re filing a paper return and meet the requirements, using the simpler 1040A reduces the chance for both:<\/p>\n<ul>\n<li>Costly errors<\/li>\n<li>A delay in processing your return<\/li>\n<\/ul>\n<p>Your taxable income must be less than $100,000 to use the 1040A. Also, your income can only come from these sources:<\/p>\n<ul>\n<li>Wages, salaries, and tips<\/li>\n<li>Interest and dividends<\/li>\n<li>Capital gain distributions<\/li>\n<li>Taxable scholarship and fellowship grants<\/li>\n<li>Pensions, annuities, and IRAs<\/li>\n<li>Unemployment compensation<\/li>\n<li>Taxable Social Security and railroad retirement benefits<\/li>\n<li>Alaska Permanent Fund dividends<\/li>\n<\/ul>\n<p>You can claim these adjustments to income on a 1040A:<\/p>\n<ul>\n<li>IRA deduction<\/li>\n<li>Student-loan interest deduction<\/li>\n<\/ul>\n<p>You can only claim these credits:<\/p>\n<ul>\n<li>Child tax credit<\/li>\n<li>Additional child tax credit<\/li>\n<li>Education credits<\/li>\n<li>Earned Income Credit (EIC)<\/li>\n<li>Credit for child- and dependent-care expenses<\/li>\n<li>Credit for the elderly or the disabled<\/li>\n<li>Retirement savings contributions credit<\/li>\n<\/ul>\n<p>You can also use a 1040A if any of these are true:<\/p>\n<ul>\n<li>You receive dependent-care benefits.<\/li>\n<li>You owe tax from the recapture of an education credit or the Alternative Minimum Tax (AMT).<\/li>\n<li>You received the advance premium tax credit.<\/li>\n<\/ul>\n<p>Restrictions for using a 1040A include:<\/p>\n<ul>\n<li>You can&#8217;t itemize deductions. So, you can&#8217;t deduct charitable donations or mortgage interest paid.<\/li>\n<li>You can&#8217;t claim an AMT adjustment on stock you got from exercising an incentive stock option.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>The 1040A is a simpler version of Form 1040. You can use it if you meet the 1040A requirements, which are less complex than those for a 1040. If you&#8217;re filing a paper return and meet the requirements, using the simpler 1040A reduces the chance for both: Costly errors A delay in processing your return [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[25,55],"tags":[],"class_list":["post-20684","post","type-post","status-publish","format-standard","hentry","category-irs","category-forms"],"acf":[],"yoast_head":"<title>What is Form 1040a | H&amp;R Block<\/title>\n<meta name=\"description\" content=\"Learn more about the tax form 1040a and what income, adjustments, and credits you can file from the experts at H&amp;R Block.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/hrbcomlnp.hrblock.com\/tax-center\/irs\/forms\/form-1040a\/\" 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