IRS Personal Tax Forms

We’ve made it into another tax season, and it’s best to get things started off right and file on-time without any errors. We live in an advanced time where filing electronically has proven to be the most efficient way to report complete and accurate tax returns. With e-filing, errors are minimum, tax credits and deductions are easier to claim, and tax refunds are received more quickly.
If you haven’t yet, get a jump start this season with these tips from the IRS about choosing the right personal tax form to e-file this year!

Form 1040-EZ is typically filed for:

  • Taxable income below $100,000
  • Single or joint filing status
  • No claimed dependents
  • Interest income of $1,500 or less

Fact: If you plan on claiming a premium tax credit, or received advanced payments of a premium tax credit from last year, you’re not eligible to file with Form 1040-EZ.

Form 1040-A may be filed if you have

  • Taxable income below $100,000
  • Capital gain distributions
  • Claims for certain tax credits
  • Claims of adjustment to income for student loan interest or Individual Retirement Account (IRA) contributions

Finally, a Form 1040 must be filed for:

  • Taxable income over $100,000
  • Itemized deduction claims
  • Self-employment income
  • Income from property sales

If you choose to e-file, a paper form isn’t required by the IRS. The deadline for filing personal tax returns this year is April 18, and for those of you who may need more time to file, you can e-file your personal tax extension as easy as possible with ExpressExtension.

With our simple step-by-step e-filing process, you can automatically receive an additional six months to file any of the 1040 forms listed earlier, as well as 1040NR, 1040NR-EZ, 1040-PR or 1040-SS.

Our live, US-based e-filing experts are ready to assist you with any questions or issues you may have – so give us a call at (803) 514-5155, Monday through Friday from 9 a.m. to 6 p.m. EST. We also offer 24/7 email support through [email protected].

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