Instructions For Form 1040-A - U.s. Individual Income Tax Return - 2016 Page 14
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92When Must You Use Form 1040?
Check Where To Report Certain Items From 2017 Forms W-2,
9. You had a qualified health savings account funding dis-
1097, 1098, and 1099 to see if you must use Form 1040. You
tribution from your IRA.
must also use Form 1040 if any of the following apply.
10. You are a debtor in a bankruptcy case filed after October
1. You received any of the following types of income:
16, 2005.
a. Income from self-employment (business or farm in-
11. You must repay the first-time homebuyer credit. See
come).
Form 5405 for details.
b. Certain tips you didn't report to your employer. See the
12. You had foreign financial assets in 2017, and you must
instructions for Form 1040A, line 7.
file Form 8938. See Form 8938 and its instructions.
c. Income received as a partner in a partnership, sharehold-
13. You owe Additional Medicare Tax or had Additional
er in an S corporation, or a beneficiary of an estate or trust.
Medicare Tax withheld and must file Form 8959. See Form
8959 and its instructions.
d. Dividends on insurance policies if they exceed the total
of all net premiums you paid for the contract.
14. You owe Net Investment Income Tax and must file
Form 8960. See Form 8960 and its instructions.
2. You can exclude any of the following types of income:
15. You have adjusted gross income of more than $156,900
a. Foreign earned income you received as a U.S. citizen or
and must reduce the dollar amount of your exemptions.
resident alien.
b. Certain income received from sources in Puerto Rico if
16. You received a Form W-2 that incorrectly includes in
you were a bona fide resident of Puerto Rico.
box 1 amounts that are payments under a Medicaid waiver pro-
gram, and you can't get a corrected W-2, or you received a
c. Certain income received from sources in American Sa-
Form 1099-MISC that incorrectly reported these payments to
moa if you were a bona fide resident of American Samoa for
the IRS.
all of 2017.
17. You are eligible for the health coverage tax credit. See
3. You have an alternative minimum tax adjustment on
Form 8885 for details.
stock you acquired from the exercise of an incentive stock op-
tion (see Pub. 525).
18. You received Olympic or Paralympic medals or United
States Olympic Committee prize money on account of your
4. You received a distribution from a foreign trust.
participation in the Olympic or Paralympic Games.
5. You owe the excise tax on insider stock compensation
19. You had a net qualified disaster loss and you elect to in-
from an expatriated corporation.
crease your standard deduction by the amount of your net
6. You owe household employment taxes. See Schedule H
qualified disaster loss. See the instructions for Form 4684 and
(Form 1040) and its instructions to find out if you owe these
Schedule A, line 28.
taxes.
7. You are claiming the adoption credit or received em-
ployer-provided adoption benefits. See Form 8839 for details.
8. You are an employee and your employer didn't withhold
social security and Medicare tax and they were required to do
so. See Form 8919 for details.
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Need more information or forms? Visit IRS.gov.
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