Instructions For Form Ia 1040a - Iowa Individual Income Tax Short Form

Instructions for Filing the 2011 IA 1040A Short Form

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Who Can File Iowa’s Short Form? __________________________________________________________

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

other employee compensation, unemployment

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

compensation, interest, 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, salaries, tips,

$100,000 or less; and

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

NEW FOR 2011

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

income that occurred after January 1, 2011.

STEP 1 Name, Address, Social Security Number

Qualifications for Exemption from Tax:

Fill in your name, address, and Social Security

If you qualify for the low income exemption as explained

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

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

found at

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

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

Military personnel should enter the county number of

the return.

their Iowa residence, even if the service member is not

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

Filing Status 1, Single:

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

IF YOU OR YOUR SPOUSE IS 65 OR OLDER

following two conditions:

on 12/31/11: Check the box by the Social Security box.

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

DEPENDENT CHILD HEALTH CARE COVERAGE

less and you are not claimed as a dependent on another

MANDATORY FOR TAX YEAR 2011

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

Indicate the number of dependent children claimed in

12/31/11)

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

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

Note: Dependent children covered under the Medicaid or

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

hawk-i programs are considered to have health care

person’s Iowa return.

coverage.

All Other Filing Statuses:

STEP 2 Filing Status

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

Check the appropriate box. Married couples may reduce

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

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

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

both have incomes.

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

STEP 3 Exemption Credits

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

Write in the number of credits and calculate the total

12/31/11)

amount. Enter the amount on line 10.

Joint Filers:

Note: If you are claimed as a dependent on another

The incomes of both spouses must be combined to

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

determine if you meet this exemption from tax.

exemption credit.

STEP 4 Income

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

Enter your federal refund (less federal earned income tax

credit and any other refundable federal credits) received

in 2011 on line 5. Enter federal withholding on line 7a.

Enter federal tax payments made in 2011 on line 7b.

    

eFile information is at

41-119a (08/24/11)

Instructions For Form Ia 1040a - Iowa Individual Income Tax Short Form - 2011

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