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| for using the various tax forms. Filing the three different kinds of returns 1040EZ, 1040A, and 1040 is like having three water glasses of different sizes where Form 1040EZ would be an 8 ounce glass, 1040A would be a 12 ounce glass and Form 1040 would be a 24 ounce glass. Just like you can use a 24 ounce glass to drink 8 ounces or 12 ounces of water, you can use Form 1040 to file tax returns that can be filed on Form 1040EZ and Form 1040A. However, just like you cannot drink 24 ounces of water from an 8 ounce or 12 ounce glass, you cannot file a Form 1040 or 1040A tax return on a Form 1040EZ or a Form 1040 tax return on a Form 1040A. You get the idea? |
| Here is the entire
list of items that allow you to use Form 1040EZ.
* Only Single or Married Filing Jointly * No dependents * Under age 65 and not blind on January 1, 2015 * Only have wages, salaries, tips, taxable scholarship and fellowship grants, unemployment compensation, or Alaska Permanent Fund dividends, * Taxable interest was not over $1,500 * Taxable income is less than $100,000 * Earned tips are included in boxes 5 and 7 of your Form W-2 * No household employment taxes * No Chapter 11 bankruptcy case filed after October 16, 2005 * No adjustments to income * No credits other than the earned income credit * No advanced payments of the premium tax credit |
| If your spouse is a nonresident alien, you cannot use Form 1040EZ if he or she cannot file a U.S. tax return. |
| If your nonresident alien spouse has a social security number or an Individual Tax Identification Number, that would normally mean that they are a resident, otherwise they would normally not have qualified for such an identification number. If your nonresident alien spouse becomes a resident alien before he or she can file a tax return, then you would be able to the requirements and be able to file Form 1040EZ. Likewise, if your nonresident spouse is living with you in the United States and files with you jointly, he or she would be able to qualify for an Individual Identification Number with the Internal Revenue Service and therefore be considered a resident alien instead of a nonresident alien. |
| You also cannot file a tax return using Form 1040EZ if you owe tax from the recapture of an education |
| Copyright © 2015 [Hera's Income Tax School]. All Annual Federal Tax Refresher Course rights reserved. |
| Revised: 05/31/15 |
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