If you qualifed for any credits on Form 1040EZ, you would see them listed on your form.

Mailed the form to the address listed on the form or file it electronically.

Completed the credits and other information on the form.

Completed the income and deductions information on the form.

Completed the identification and address information on the form.

Read through the form, gathered any information that you needed to complete the form, such as your employer’s name and address, and your form W-2.

You would have followed these steps for Form 1040EZ:

Your forms of income are wages, salaries and tips, pensions, and/or IRA distributions.

You have no capital gains or losses from the sale of stocks, bonds, or other assets.

No itemized deductions, and you are claiming standard deductions only.

You do not have to claim dependents on your federal income tax return.

You are not a resident of Puerto Rico (it has its own separate and independent tax system).

Your filing status is single or married and filing jointly.

You must have met all of the following criteria for filing Form 1040EZ: What Was The Eligibility Criteria For Form 1040EZ?

You and your spouse were under 65 years old at the end of the tax year.

You were not eligible to claim any tax credits other than the Earned Income Credit (EIC).

You did not receive any advance payments from your employer.

If you met the following criteria, you could file Form 1040EZ: It then applied that information to help determine the amount of your refund.

Form 1040EZ gathered information about your eligibility for certain credits and deductions. This taxable income was then compared to a standard tax rate to determine the amount you owed in income taxes. The form gathered information from you about your sources of income and deductions and calculated a taxable income amount for you. The main purpose of Form 1040EZ was to assess tax liability. Both forms could be used to file taxes, but they were very different in scope and complexity.

The form could be filed electronically or by paper.įorm 1040EZ was a simplified version of Form 1040.

It was for people with relatively simple tax situations, such as being single or married and filing jointly, have no dependents, and earn less than $100,000 per year.

Form 1040EZ was a simplified version of the standard 1040 form that most Americans use to file their taxes.

Download 1040ez form