Instructions For Form 1040-Ss Page 5
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13agree. If you can't agree, you must divide
Check the box on line 13a and attach
your deposit is accepted. For a
the payments in proportion to each
Form 8888, if you want to split the direct
TreasuryDirect® online account, check
spouse's individual tax as shown on your
deposit of your refund into more than one
the “Savings” box.
separate returns for 2016. For an example
account or use all or part of your refund to
of how to do this, see Pub. 505.
buy paper Series I savings bonds; or
Line 13d
Complete lines 13b through 13d if you
Line 8
The account number can be up to 17
want your refund deposited to only one
characters (both numbers and letters).
If you, or your spouse if filing a joint return,
account.
Include hyphens but omit spaces and
had more than one employer for 2016,
If you do not want your refund directly
special symbols. Enter the number from
and total wages of more than $118,500,
deposited to your account, do not check
left to right and leave any unused boxes
too much social security tax may have
the box on line 13a. Draw a line through
blank. Do not include the check number.
been withheld. You can take a credit on
the boxes on lines 13b and 13d. We will
this line for the amount withheld in excess
send you a check instead.
of $7,347.00. But if any one employer
If the direct deposit to your account(s)
withheld more than $7,347.00, you must
The IRS isn't responsible for a lost
is different from the amount you expected,
ask that employer to refund the excess to
refund if you enter the wrong
you will receive an explanation in the mail
!
you. You can't claim it on Form 1040-SS.
account information. Check with
about 2 weeks after your refund is
CAUTION
Figure this amount separately for you and
your financial institution to make sure your
deposited.
your spouse. You must attach Forms
direct deposit will be accepted and to get
If you are asking to have a joint
W-2AS, W-2CM, W-2GU, W-2VI, or
the correct routing and account numbers.
refund deposited to an individual
!
499R-2/W-2PR. See Pub. 505 for more
account and your financial
Do not request a deposit of your refund
information.
CAUTION
institution(s) won’t allow this, your direct
to an account that isn't in your name (such
Line 10
deposit will be rejected back to the IRS.
as your tax preparer's own account).
The IRS isn’t responsible if a financial
If, during 2016, you were a bona fide
If you file a joint return and check
institution rejects a direct deposit.
resident of Puerto Rico and an eligible
the box on line 13a and attach
!
trade adjustment assistance (TAA)
Line 14
Form 8888 or fill in lines 13b
recipient, alternative TAA (ATAA)
CAUTION
through 13d, your spouse may get at least
Enter on line 14 the amount, if any, of the
recipient, reemployment trade adjustment
part of the refund.
overpayment on line 12 you want applied
assistance (RTAA) recipient, Pension
to your 2017 estimated tax. The election to
Benefit Guaranty Corporation (PBGC)
TreasuryDirect®. You can request a
apply part or all of the overpaid amount to
payee, or qualifying family member, see
deposit of your refund (or part of it) to a
your 2017 estimated tax can't be changed
the 2016 Form 8885, and its instructions
TreasuryDirect® online account to buy
later.
to figure the amount of your credit, if any.
U.S. Treasury marketable securities and
Amount You Owe
savings bonds. For more information, go
See chapter 1 of Pub. 570, for the bona
to
fide residency rules.
To avoid interest and penalties,
Form 8888. You can have your refund
Line 11
pay your taxes in full by April 18,
TIP
directly deposited into more than one
2017. You do not have to pay if
Add lines 7 through 10. Enter the total on
account or use it to buy up to $5,000 in
line 15 is under $1.
line 11.
paper Series I savings bonds. You do not
need a TreasuryDirect® account to do
Additional Medicare Tax withheld. If
Do not include any estimated tax payment
this. See the Instructions for Form 8888 for
you had Additional Medicare Tax withheld
for 2017 in this payment. Instead, make
more details.
by your employer in 2016, include the
the estimated tax payment separately.
amount shown on Form 8959, line 24, in
Line 15—Amount You Owe
the total for line 11. On the dotted line next
Line 13b
to line 11, enter “Form 8959” and show the
IRS offers several payment options. You
The routing number for your financial
amount. Attach Form 8959. See Form
can pay online, by phone, mobile device,
institution must be nine digits. The first two
8959 and the Instructions for Form 8959
cash (maximum $1000 per day and per
digits must be 01 through 12 or 21 through
for more information.
transaction), check, or money order. Go to
32. Otherwise, the direct deposit will be
IRS.gov/payments
for payment options.
Amount paid with request for exten-
rejected and a check sent instead.
sion of time to file. If you got an
automatic extension of time to file Form
Ask your financial institution for the
Pay Online
1040-SS by filing Form 4868 or by making
correct routing number to enter on line 13b
IRS offers an electronic payment option
a payment, enter the amount of the
if:
that is right for you. Paying online is
payment or any amount you paid with
The routing number on a deposit slip is
convenient and secure and helps make
Form 4868. If you paid by credit or debit
different from the routing number on your
sure we get your payments on time. To
card, do not include on line 11 the
checks,
pay your taxes online or for more
convenience fee you were charged. On
Your deposit is to a savings account
information, go to IRS.gov/payments. You
the dotted line next to line 11, enter “Form
that doesn't allow you to write checks, or
can pay using any of the following
4868” and show the amount paid.
Your checks state they are payable
methods.
through a financial institution different from
Lines 13a Through 13d
IRS Direct Pay for online transfers
the one at which you have your checking
directly from your checking or savings
If you want us to directly deposit the
account.
account at no cost to you, go to
IRS.gov/
amount shown on line 13a to your
payments.
checking or savings account at a U.S.
Line 13c
Pay by Card. To pay by debit or credit
bank or other U.S. financial institution
card go to IRS.gov/payments. A
Check the appropriate box for the type of
(such as a mutual fund, brokerage firm, or
convenience fee is charged by these
account. Do not check more than one box.
credit union):
service providers.
You must check the correct box to ensure
Instructions for Form 1040-SS (2016)
SS-5
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