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previous page Previous Page: Publication 967 - The IRS Will Figure Your Tax - Form 1040A
next page Next Page: Publication 969 - Health Savings Accounts and Other Tax-Favored Health Plans - Health Savings Accounts and Other Tax-Favored Health Plans
 Use previous pagenext page to find additional occurrences of topic items.Index for this Publication
taxmap/pubs/p967-002.htm#en_us_publink100012926

Form 1040(p6)


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previous topic occurrence U.S. Individual Income Tax Return next topic occurrence

To have the IRS figure your tax, follow these steps if you are filing Form 1040.
taxmap/pubs/p967-002.htm#en_us_publink100012927

1.(p7)


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Place your peel-off label on your return. If you do not have a label, print or type your name and address in the spaces provided.
taxmap/pubs/p967-002.htm#en_us_publink100012928

2.(p7)


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Enter your social security number in the space provided. If you are married, enter the social security numbers of you and your spouse even if you file separately.
taxmap/pubs/p967-002.htm#en_us_publink100012929

3.(p7)


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Read lines 1 through 43 and complete the lines that apply to you. If you are filing a joint return, use the space under the words "Adjusted Gross Income" on the front of your return to separately show your taxable income and your spouse's taxable income. The IRS will complete line 44.
taxmap/pubs/p967-002.htm#en_us_publink100012930

4.(p7)


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Read lines 45 through 70 and complete the lines that apply to you, but do not fill in lines 55, 61, and 71. Also, do not complete lines 56 and 72 through 76. Do not complete lines 49, 64a, and 70 if you want the IRS to figure the credits on those lines.
taxmap/pubs/p967-002.htm#en_us_publink100012931

Payments.(p7)
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Enter any federal income tax withheld that is shown on Form W-2, box 2, or the appropriate box of Form 1099, on line 62. Enter any estimated tax payments you made on line 63.
taxmap/pubs/p967-002.htm#en_us_publink100012932

Credits.(p7)
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The IRS will also figure the credit for the elderly or the disabled, the earned income credit, and the recovery rebate credit.
taxmap/pubs/p967-002.htm#en_us_publink100012933

5.(p8)


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Fill in and attach any schedules or forms asked for on the lines you completed.
taxmap/pubs/p967-002.htm#en_us_publink100012934

6.(p8)


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Attach a copy of each of your Forms W-2 to your return. Also attach a copy of any Form 1099-R you received that has withholding tax in box 4.
taxmap/pubs/p967-002.htm#en_us_publink100012935

7.(p8)


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If you want to allow a friend, family member, or any other person you choose to discuss your 2008 tax return with the IRS, check the "Yes" box in the "Third Party Designee" area on your return. Also, enter the designee's name, phone number, and any five digits the designee chooses as his or her personal identification number (PIN). If you check the "Yes" box, you, and your spouse if filing a joint return, are authorizing the IRS to call the designee to answer any questions that may arise during the processing of your return.
taxmap/pubs/p967-002.htm#en_us_publink100012936

8.(p8)


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Sign and date your return and enter your occupation(s). If you are filing a joint return, both you and your spouse must sign it. Enter your daytime phone number in the space provided in the signature area. This may help speed the processing of your return if we have a question that can be answered over the phone. If you are filing a joint return, you may enter either your or your spouse's daytime phone number.
taxmap/pubs/p967-002.htm#en_us_publink100012937

9.(p8)


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Mail your return to the Internal Revenue Service Center for the area where you live. A list of Service Center addresses is shown in your tax forms package.
previous pagePrevious Page: Publication 967 - The IRS Will Figure Your Tax - Form 1040A
next pageNext Page: Publication 969 - Health Savings Accounts and Other Tax-Favored Health Plans - Health Savings Accounts and Other Tax-Favored Health Plans
 Use previous pagenext page to find additional occurrences of topic items.Index for this Publication