How do I know which form to use 1040 or 1040a to file taxes?

Answer 1

If you file a 1040a you cannot itemize deductions (you must use the standard deduction).

The best way to determine this is to fill out schedule A (you can search for this on the IRS.gov website) and determine if the total on schedule A exceeds the standard deduction. If it does, then you should file a 1040. Items most commonly deducted on schedule A

- Medical Expense (subject to a limit)
- Mortgage interest
- State sales tax or state income tax
- Charaitable contributions

Typically if you own a home (and paid a large amount in mortgage interest), you want to be sure to check this out.

There are other difference between the two (other deductions to income and allowable credits) but this is the most common difference.

(as the person before said, turbo tax will determine this for you easily if you don't do the form yourself)

Answer 2

Everyone can use 1040, even if they're eligible to use 1040A. If you don't itemize, you can probably use 1040A.

There's a section right near the front of IRS Publication 17 that's headed "Which Form Should I Use?". You can download Pub 17 at irs.gov.

Answer 3

It depends on what kind of income you had. Also whether or not you are itemizing deductions. You should see a professional tax preparer if you are not sure what to do.

Answer 4

get turbo tax - it will use the proper form based on your situation

Never go to H&R Block - they don't know what they are doing and will hire people that flunk the final.