1040EZ Tutorial

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Read this to find out if you are allowed to file the 1040EZ form.

This is straight from the IRS.  Sorry I couldn't make this any simpler.

Who Can Use Form 1040EZ?

You can use Form 1040EZ if ALL of the following apply.

  • Your filing status is single or married filing jointly.  If you were a non-resident alien at any time in 2007, see the IRS website.

  • You do not claim any dependants.

  • You do not claim any adjustments to income.

  • The only tax credit you can claim is earned income credit.

  • You (and your spouse if filing a joint return) were under the age of 65 and not blind at the end of 2007.  If you were born on January 1, 1943, you are considered to be age 65 at the end of 2007 and cannot use Form 1040EZ.

  • Your taxable income (line 6 of Form 1040EZ) is less than $100,000.

  • You had only wages, salaries, tips, taxable scholarship or fellowship grants, unemployment compensation, or Alaska Permanent Fund dividends, and your taxable interest was not over $1,500.

  • You did not receive any advance earned income credit payments.

  • You do not owe any household employment taxes on wages you paid to a household employee.  To find out who owes these taxes, see the IRS website.

  • You are not a debtor in chapter 11 bankruptcy case filed after October 16, 2005.

  • You do not owe any alternative minimum tax.

After reading the above, are you eligible to use the 1040EZ?