Instructions For Form 1040ez - Income Tax Return For Single And Joint Filers With No Dependents - 2011 Page 19
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432011 Form 1040EZ— Lines 9 through 11a
All other offsets are made by the Treasury Department’s Finan-
cial Management Service (FMS). For federal tax offsets, you will
receive a notice from the IRS. For all other offsets, you will
Line 9
9
receive a notice from FMS. To find out if you may have an
offset or if you have a question about it, contact the agency to
Add lines 7 and 8a. Enter the total on line 9.
which you owe the debt.
Amount paid with request for extension of time to file.
Injured spouse.
If you file a joint return and your spouse has
If you filed Form 4868 to get an automatic extension of time to
not paid past-due federal tax, state income tax, state unem-
file, include in the total on line 9 any amount you paid with
ployment compensation debts, child support, spousal support,
that form or by electronic funds withdrawal, credit card, debit
or a federal nontax debt, such as a student loan, part or all of
card, or the Electronic Federal Tax Payment System (EFTPS). If
the refund on line 11a may be used (offset) to pay the
you paid by credit or debit card, do not include on line 9 the
past-due amount. But your part of the refund may be refunded
convenience fee you were charged. To the left of line 9, enter
to you if certain conditions apply and you complete Form
“Form 4868” and show the amount paid.
8379. For details, use TeleTax topic 203 in Section 6, later or
see Form 8379.
You may be able to deduct any credit or debit card
convenience fees on your 2012 tax return, but you must
TIP
file Form 1040 to do so.
Lines 11a Through 11d
DIRECT
DEPOSIT
Simple. Safe. Secure.
Line 10, Tax
10
Do you want the IRS to figure your tax for you?
Fast refunds!
Choose direct deposit— a fast, simple, safe,
secure way to have your refund deposited automatically into
your checking or savings account, including an individual re-
Yes. See chapter 29 of Pub. 17 for details, including
tirement arrangement (IRA).
who is eligible and what to do. If you have paid too
much, we will send you a refund. If you did not pay
If you want us to directly deposit the amount shown on line
11a to your checking or savings account, including an IRA, at a
enough, we will send you a bill.
bank or other financial institution (such as a mutual fund,
No. Use the Tax Table later in these instructions.
brokerage firm, or credit union) in the United States:
•
Complete lines 11b through 11d (if you want your refund
deposited to only one account), or
•
Refund
Check the box on line 11a and attach Form 8888 if you
want to split the direct deposit of your refund into more
If line 11a is under $1, we will send the refund only on written
than one account or use all or part of your refund to buy
request.
paper series I savings bonds.
If you want to check the status of your refund, see Refund
If you do not want your refund directly deposited to your
Information in Section 6. Before checking the status of your
account, do not check the box on line 11a. Draw a line
refund, please wait at least 72 hours after the IRS acknowl-
through the boxes on lines 11b and 11d. We will send you a
edges receipt of your e-filed return (3 to 4 weeks after you mail
check instead.
a paper return) to do so. But if you filed Form 8379 with your
return, allow 14 weeks (11 weeks if you filed electronically).
Why Use Direct Deposit?
•
If your refund is large, you may want to decrease the
You get your refund faster by direct deposit than you do
amount of income tax withheld from your pay by filing
by check.
TIP
•
a new Form W-4. See Income tax withholding and
Payment is more secure. There is no check that can get
estimated tax payments for 2012 in Section 5.
lost or stolen.
•
It is more convenient. You do not have to make a trip to
Effect of refund on benefits.
Any refund you receive can-
the bank to deposit your check.
not be counted as income when determining if you or anyone
•
else is eligible for benefits or assistance, or how much you or
It saves tax dollars. It costs the government less to refund
anyone else can receive, under any federal program or under
by direct deposit.
any state or local program financed in whole or in part with
If you file a joint return and check the box on line 11a
federal funds. These programs include Temporary Assistance
!
and attach Form 8888 or fill in lines 11b through 11d,
for Needy Families (TANF), Medicaid, Supplemental Security
your spouse may get at least part of the refund.
Income (SSI), and Supplemental Nutrition Assistance Program
CAUTION
(food stamps). In addition, when determining eligibility, the
refund cannot be counted as a resource for at least 12 months
IRA.
You can have your refund (or part of it) directly depos-
after you receive it. Check with your local benefit coordinator
ited to a traditional IRA, Roth IRA, or SEP-IRA, but not a SIMPLE
to find out if your refund will affect your benefits.
IRA. You must establish the IRA at a bank or other financial
institution before you request direct deposit. Make sure your
direct deposit will be accepted. You must also notify the trus-
Refund Offset
tee or custodian of your account of the year to which the
If you owe past-due federal tax, state income tax, state unem-
deposit is to be applied (unless the trustee or custodian will
ployment compensation debts, child support, spousal support,
not accept a deposit for 2011). If you do not, the trustee or
or certain federal nontax debts, such as student loans, all or
custodian can assume the deposit is for the year during which
part of the refund on line 11a may be used (offset) to pay the
you are filing the return. For example, if you file your 2011
past-due amount. Offsets for federal taxes are made by the IRS.
return during 2012 and do not notify the trustee or custodian
- 19 -
Instructions for Form 1040EZ
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