Instructions For Form 1040ez - Income Tax Return For Single And Joint Filers With No Dependents - Internal Revenue Service - 2007 Page 8

ADVERTISEMENT

Where To Report Certain Items From 2007 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.
If any federal income tax withheld is shown on these forms, 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 9
}
Advance EIC payment (box 9)
Must file Form 1040A or 1040
Dependent care benefits (box 10)
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 instructions for
(box 12, code W)
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)
Must file Form 1040 if taxable (see the instructions on Form 1099-C)
1099-DIV
Dividends and distributions
Must file Form 1040A or 1040
1099-G
Unemployment compensation (box 1)
Line 3. But if you repaid any unemployment compensation in 2007, see the
instructions for line 3 on page 10
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 9
(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
Tax-exempt interest (box 8)
See the instructions for line 2 beginning on page 9
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
Original issue discount (box 1)
See the instructions on Form 1099-OID
Other periodic interest (box 2)
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.
IRS e-file takes the guesswork out of preparing your return. You may also be
Line Instructions for
eligible to use Free File to file your federal income tax return. Visit
Form 1040EZ
gov/efile for details.
tion office before you file your return. This prevents delays in
Name and Address
processing your return and issuing refunds. It also safeguards your
future social security benefits. See page 27 for details. If you re-
Use the Peel-Off Label
ceived a peel-off label, cross out your former name and print your
new name.
Using your peel-off name and address label on the back of this
booklet will speed the processing of your return. It also prevents
common errors that can delay refunds or result in unnecessary
What if You Do Not Have a Label?
notices. Put the label on your return after you have finished it. Cross
out any incorrect information and print the correct information. Add
Print the information in the spaces provided.
any missing items, such as your apartment number.
If you filed a joint return for 2006 and you are filing a
joint return for 2007 with the same spouse, be sure to
TIP
enter your names and SSNs in the same order as on your
Address Change
2006 return.
If the address on your peel-off label is not your current address,
cross out your old address and print your new address. If you plan to
move after filing your return, use Form 8822 to notify the IRS of
your new address.
Name Change
If you changed your name because of marriage, divorce, etc., be
sure to report the change to your local Social Security Administra-
Need more information or forms? See page 31.
- 8 -

ADVERTISEMENT

00 votes

Related Articles

Related forms

Related Categories

Parent category: Financial