Filing Basics

Choosing the Right Return

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Form 1040

Form 1040 is a two-page form that contains all the entries on Form 1040A plus entries for more types of income, itemized deductions, and other taxes.

For taxpayers who filed Form 1040EZ or Form 1040A the previous year, determine whether their situation has changed. It may be to their advantage to file Form 1040 if additional adjustments or deductions will result in a lower tax!

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Introduction
Who Must File?
- Taxpayer Information
- The Three Charts
Who Should File?
Verifying Taxpayer Identity
Choosing the Right Return
Filing the Return
- IRS e-file
Taxpayer Recordkeeping
- Recordkeeping
Answering Administrative Questions
- Answering Administrative Questions
Potential Pitfalls
- Potential Pitfalls
Which Forms and Documents Need to be Filed?
- Which Forms and Documents Need to be Filed?
Practice - Vanessa Franklin
- Practice
Out of Scope
- Out of Scope Situations for VITA/TCE
Summary and Exercises
- Summary
- Conclusion

Form 1040

Form 1040