Instructions For Form 1040ez - Income Tax Return For Single And Joint Filers With No Dependents - 2017 Page 9
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45Where To Report Certain Items From 2017 Forms W-2, 1095, 1097, 1098, and 1099
Part 1
Items That Can Be Reported on Form 1040EZ
If any federal income tax withheld is shown on the forms in Part 1,
include the tax withheld on Form 1040EZ, line 7.
Form
Item and Box in Which It Should Appear
Where To Report on Form 1040EZ
W-2
Wages, tips, other compensation (box 1)
Line 1
Allocated tips (box 8)
See the instructions for Form 1040EZ, line 1
1099-G
Unemployment compensation (box 1)
Line 3
1099-INT
Interest income (box 1)
See the instructions on Form 1099-INT and the instructions for Form
1040EZ, line 2
Interest on U.S. savings bonds and Treasury
See the instructions for Form 1040EZ, line 2
obligations (box 3)
Tax-exempt interest (box 8)
See the instructions for Form 1040EZ, line 2
1099-OID
Original issue discount (box 1)
See the instructions on Form 1099-OID
Other periodic interest (box 2)
See the instructions on Form 1099-OID
Original issue discount on U.S. Treasury Obligations
See the instructions on Form 1099-OID
(box 8)
Tax-exempt OID (box 11)
See the instructions on Form 1099-OID
SSA-1099
Social security benefits
See the instructions for Form 1040EZ, line 6
RRB-1099
Railroad retirement benefits
See the instructions for Form 1040EZ, line 6
Part 2
Items That May Require Filing Another Form
Form
Item and Box in Which it Should Appear
Other Form
W-2
Dependent care benefits (box 10)
Must file Form 1040A or 1040
Adoption benefits (box 12, code T)
Must file Form 1040
Employer contributions to a health savings account
Must file Form 1040 if required to file Form 8889 (see the
(box 12, code W)
instructions for Form 8889)
Amount reported in box 12, code R or Z
Must file Form 1040
Uncollected social security and Medicare or RRTA tax
Must file Form 1040
(box 12, Code A, B, M, or N)
W-2G
Gambling winnings (box 1)
Must file Form 1040
1095-A
Advance payment of premium tax credit (Part III,
Must file Form 1040A or 1040. See the Instructions for Form 8962
column C)
1097-BTC
Bond tax credit
Must file Form 1040
1098-E
Student loan interest (box 1)
Must file Form 1040A or 1040 to deduct
1098-T
Qualified tuition and related expenses (box 1)
Must file Form 1040A or 1040 to claim, but first see the instructions on
Form 1098-T
1099-C
Canceled debt (box 2)
Generally must file Form 1040 (see Pub. 4681)
1099-DIV
Dividends and distributions
Must file Form 1040A or 1040
1099-INT
Early withdrawal penalty (box 2)
Must file Form 1040 to deduct
Interest on U.S. savings bonds and Treasury
See the instructions on Form 1099-INT
obligations (box 3)
Foreign tax paid (box 6)
Must file Form 1040 to deduct or take a credit for the tax
Bond premium (box 11)
Must file Form 1040A or 1040
Bond premium on Treasury obligations (box 12)
Must file Form 1040A or 1040
Bond premium on tax-exempt bond (box 13)
Must file Form 1040A or 1040
1099-LTC
Long-term care and accelerated death benefits
Must file Form 1040 if required to file Form 8853 (see the instructions for
Form 8853)
1099-MISC
Miscellaneous income
Must file Form 1040
1099-OID
Early withdrawal penalty (box 3)
Must file Form 1040 to deduct
Acquisition premium (box 6)
Must file Form 1040A or 1040
Bond premium (box 10)
Must file Form 1040A or 1040
1099-Q
Qualified education program payments
Must file Form 1040 if taxable (see Pub. 970)
1099-QA
Distributions from ABLE accounts
Must file Form 1040 if taxable (see Pub. 907)
1099-R
Distributions from pensions, annuities, IRAs, etc.
Must file Form 1040A or 1040
1099-SA
Distributions from HSAs and MSAs*
Must file Form 1040
* This includes distributions from Archer and Medicare Advantage MSAs.
-9-
Instructions for Form 1040EZ
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