Iowa Individual Income Tax Short Form Ia 1040a

Instructions for Filing the 2012 IA 1040A Short Form

Want your refund in days? eFile!

Who Can File Iowa’s Short Form? __________________________________________________________

Any Iowa taxpayer may use the IA 1040 Long Form, but

compensation, unemployment compensation, interest,

you may be able to use the IA 1040A Short Form if:

and dividends; and

a. You were an Iowa resident for the entire year; and

c. Your total income subject to tax (line 8, IA 1040A) is

b. All of your income was from wages (other than active

$100,000 or less; and

duty military pay), salaries, tips, other employee

d. You do not itemize deductions on your Iowa return.

NEW FOR 2012

At the time of printing, Iowa has not adopted federal Internal Revenue Code changes regarding the determination of

income that occurred after January 1, 2012.

STEP 1 Name, Address, Social Security Number

STEP 4 Income

Fill in your name, address, and Social Security

Enter taxable income on lines 1, 2, and 3.

Number(s). County and school district numbers can be

Enter your federal refund (less federal earned income tax

found at The name of your school

credit and any other refundable federal credits) received

district may be found on your voter registration card.

in 2012 on line 5. Enter federal withholding on line 7a.

Military personnel should enter the county number of

Enter federal tax payments made in 2012 on line 7b.

their Iowa residence, even if the service member is not

Qualifications for Exemption from Tax:

physically present in Iowa on the last day of the tax year.

If you qualify for the low income exemption as explained

IF YOU OR YOUR SPOUSE IS 65 OR OLDER

below, enter the words “low income exemption” in the

on 12/31/12: Check the box by the Social Security box.

area to the left of your net income figure on line 4. Enter

DEPENDENT CHILD HEALTH CARE COVERAGE

zero on line 8 and line 11 and complete the remainder of

MANDATORY FOR TAX YEAR 2012

the return.

Indicate the number of dependent children claimed in

Filing Status 1, Single:

Step 3 who do and do not have health care coverage.

You are exempt from Iowa tax if you meet either of the

following two conditions:

Note: Dependent children covered under the Medicaid or

hawk-i programs are considered to have health care

a. Your net income from all sources, line 4, is $9,000 or

coverage.

less and you are not claimed as a dependent on another

person’s Iowa return. ($24,000 if 65 or older on

STEP 2 Filing Status

12/31/12)

Check the appropriate box. Married couples may reduce

b. Your net income from all sources, line 4, is less than

their tax liability by filing status 3 on the long form if

$5,000 and you are claimed as a dependent on another

both have incomes.

person’s Iowa return.

STEP 3 Exemption Credits

All Other Filing Statuses:

Write in the number of credits and calculate the total

If you are filing jointly, head of household, or qualifying

amount. Enter the amount on line 10.

widow(er), you are exempt from Iowa tax if your net

Note: If you are claimed as a dependent on another

income from all sources, line 4, is $13,500 or less and you

person’s Iowa return, you still claim a $40 personal

are not claimed as a dependent on another person’s Iowa

exemption credit.

return. ($32,000 if you or your spouse is 65 or older on

12/31/12)

Joint Filers:

The incomes of both spouses must be combined to

determine if you meet this exemption from tax.

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eFile information is at

41-119a (09/20/12)

Iowa Individual Income Tax Short Form Ia 1040a - 2012

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