Form 1040 Ez - Instructions Booklet - Internal Revenue Service - 2009 Page 8
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40Where To Report Certain Items From 2009 Forms W-2, 1098, and 1099
IRS e-file takes the guesswork out of preparing your return. You may also be eligible to use Free File to file your federal income tax
return. Visit for details.
Part 1
Items That Can Be Reported on Form
If any federal income tax withheld is shown on the
1040EZ
forms in Part 1, include the tax withheld on Form
1040EZ, line 7.
Form
Item and Box in Which It Should Appear
Where To Report on Form 1040EZ
W-2
Wages, tips, other compensation (box 1)
Line 1
Allocated tips (box 8)
See page 10
1099-G
Unemployment compensation (box 1)
Line 3. But if you received $2,400 or less per recipient or repaid any
unemployment compensation in 2009, see the instructions for line 3
on page 11
1099-INT
Interest income (box 1)
Line 2
Interest on U.S. savings bonds and Treasury obligations See the instructions for line 2 beginning on page 10
(box 3)
Tax-exempt interest (box 8)
See the instructions for line 2 beginning on page 10
1099-OID
Original issue discount (box 1)
See the instructions on Form 1099-OID
Other periodic interest (box 2)
See the instructions on Form 1099-OID
Part 2
Items That May Require Filing Another Form
Form
Items That May Require Filing Another Form
Other Form
W-2
Advance EIC payment (box 9)
Must file Form 1040A or 1040
Dependent care benefits (box 10)
Must file Form 1040A or 1040
Adoption benefits (box 12, code T)
Must file Form 1040
Employer contributions to a health savings account
Must file Form 1040 if required to file Form 8889 (see the
(box 12, code W)
instructions for Form 8889)
Amount reported in box 12, code R or Z
Must file Form 1040
W-2G
Gambling winnings (box 1)
Must file Form 1040
1098-E
Student loan interest (box 1)
Must file Form 1040A or 1040 to deduct
1098-T
Qualified tuition and related expenses (box 1)
Must file Form 1040A or 1040, but first see the instructions on
Form 1098-T
1099-C
Canceled debt (box 2)
Generally must file Form 1040 (see Pub. 4681)
1099-DIV
Dividends and distributions
Must file Form 1040A or 1040
1099-INT
Interest on U.S. savings bonds and Treasury
See the instructions for line 2 beginning on page 10
obligations (box 3)
Early withdrawal penalty (box 2)
Must file Form 1040 to deduct
Foreign tax paid (box 6)
Must file Form 1040 to deduct or take a credit for the tax
1099-LTC
Long-term care and accelerated death benefits
Must file Form 1040 if required to file Form 8853 (see the instructions for
Form 8853)
1099-MISC
Miscellaneous income
Must file Form 1040
1099-OID
Early withdrawal penalty (box 3)
Must file Form 1040 to deduct
1099-Q
Qualified education program payments
Must file Form 1040
1099-R
Distributions from pensions, annuities, IRAs, etc.
Must file Form 1040A or 1040
1099-SA
Distributions from HSAs and MSAs*
Must file Form 1040
* This includes distributions from Archer and Medicare Advantage MSAs.
Instructions for Form 1040EZ
- 8 -
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