Instructions For Filing The Ia 1040a Short Form
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9INSTRUCTIONS FOR FILING THE IA 1040A SHORT FORM
Who Can File Iowa's Short Form?
Any Iowa taxpayer may use the IA 1040 Long Form, but you may be able to use this easier-to-complete IA 1040A Short Form if:
a. You were an Iowa resident for the entire year, and
b. All of your income was from wages, salaries, tips, other employee compensation, unemployment compensation or interest
and dividends, and
c. Your total income subject to tax (line 8, IA 1040A) is $100,000 or less, and
d. You do not itemize deductions on your Iowa return.
Paper returns will takes 12 weeks to process. Want your refund in 2 weeks or less? E-File your return!
3. Income subject to alternate
STEP 1 NAME AND ADDRESS
tax.
3. ________________
Fill in your name and address. Write in your Social Security
4. Multiply income on line 3 by
Number(s). County and school district numbers can be found
8.98% (.0898).
4. ________________
at (Military: Your county number is 00 and
5. Using the tax tables, determine
your school district number 1111.)
the tax on the taxable income
STEP 2 FILING STATUS
from line 8 of the IA 1040A
Check the appropriate box. Married couples may reduce their
and enter here.
5. ________________
tax liability by filing status 3 on the long form if both have
6. Compare the amounts on
incomes.
line 4 and line 5. Enter
the lesser amount here and
STEP 3 EXEMPTION CREDITS
on line 9, IA 1040A.
6. ________________
Write in the number of credits and calculate the total amount.
Enter the amount on line 10.
TAX REDUCTION WORKSHEET
STEP 4 INCOME
A single taxpayer who is not claimed as a dependent on another
Enter taxable income on lines 1, 2, and 3. Enter your Federal
person’s Iowa return may use this worksheet to determine
refund (less Federal EIC and the federal rate reduction credit)
qualification for a tax reduction. You cannot have a tax figure
received in 2002 on line 5, Federal withholding on line 7a, and
on line 13 of the IA 1040A that would reduce your net income
Federal tax payments made in 2002 on line 7b.
on line 4 of the IA 1040A to less than $9,000. If subtracting line
QUALIFICATIONS FOR EXEMPTION FROM TAX:
13 from line 4 results in a difference of less than $9,000, the
If you qualify for the low income exemption as explained below,
entry on line 13 must be reduced to an amount that keeps a net
enter the words “low income exemption” in the area to the left
income of $9,000.
of your net income figure on line 4. Enter zero on line 8 and line
1. Enter net income from line 4,
13 and complete the remainder of the return.
IA 1040A.
1. ________________
FILING STATUS 1, SINGLE: If you are using filing status 1
2. Subtract $9,000 from line 1. Enter
- $9,000
(single), you are exempt from Iowa tax if you meet one of the
the difference on line 3.
2. ________________
following conditions:
3. Result:
3. ________________
4. Enter the tax from line 13,
a. Your net income from all sources, line 4, is $9,000 or less
IA 1040A.
4. ________________
and you are not claimed as a dependent on another
5. Compare line 3 and line 4.
person’s Iowa return.
Enter the smaller number here.
b. Your net income from all sources, line 4, is less than
If this number is different than the
$5,000 and you are claimed as a dependent on another
one on line 13, IA 1040A,
person’s Iowa return.
substitute this number and write
ALL OTHER FILING STATUSES: If you are filing jointly, head
“tax reduction” to the left of
of household, or qualifying widow(er), you are exempt from
line 13.
5. ________________
Iowa tax if you meet the following condition:
*School District Surtax - Check to see if your school district
Your net income from all sources, line 4, is $13,500 or less
charges an income surtax. See School District Surtax
and you are not claimed as a dependent on another
Tables at
person’s Iowa return.
STEP 6 REFUND OR AMOUNT YOU OWE
JOINT FILERS: The incomes of both husband and wife
Calculate your refund or amount due. If you are filing after
must be combined to determine if you meet this exemption
April 30 and have tax due, compute the penalty and interest
from tax.
amounts. It will take at least 12 weeks to process your paper
return. E-File your return and it will be two weeks or less!
STEP 5 TAX FROM TABLES OR ALTERNATE TAX OR
TAX REDUCTION
RETURNS/PAYMENTS MUST BE MAILED TO
ALTERNATE TAX WORKSHEET
Are you receiving a refund or no tax due? Mail your return to
Single taxpayers do not qualify for the alternate tax calculation
Iowa Income Tax - Refund Processing, Hoover State Office
and must use tax tables beginning on page 6. For filing statuses
Building, Des Moines IA 50319-0120.
2, 5 and 6, you may owe less tax by completing the alternate tax
Are you paying additional tax? Use one of our e-payment
worksheet to compute your tax liability. Enter this alternate tax
options on our Web site or mail your return and payment to
on line 9 if it is less than the tax from the tax table.
Iowa Income Tax - Document Processing, PO Box 9187, Des
1. ENTER net income from
Moines IA 50306-9187.
line 4, IA 1040A.
1. ________________
2. Subtract $13,500 from line 1,
You (and spouse) MUST sign your return.
enter the difference on
SIGNATURE:
- $13,500
line 3.
2. ________________
10/01/02
41-119
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