1040 Ez Instructions 2015 Page 3
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44Introduction
If you qualify for another filing status, such as “Head of house-
About These Instructions
hold” or “Qualifying widow(er) with dependent child,” you may be
We have designed the instructions to make it as simple and
able to lower your taxes by using Form 1040A or 1040 instead.
clear as possible to file your tax return. We did this by arranging
See Pub. 501, Exemptions, Standard Deduction, and Filing In-
the instructions for Form 1040EZ preparation in the most helpful
formation, for more information.
order.
Icons. We use icons throughout the booklet to draw your atten-
“Section 2—Filing Requirements” helps you decide if you
tion to special information. Here are some key icons:
even have to file.
“Section 3—Line Instructions for Form 1040EZ” follows the
IRS e-file. This alerts you to many online benefits,
main sections of the form, starting with “Top of the Form”
particularly electronic tax filing, available to you at IRS.gov.
and ending with “Signing Your Return.” Cut-outs from the
form connect the instructions visually to the form.
Tip. This lets you know about possible tax benefits, helpful
“Section 4—After You Have Finished” gives you a checklist
actions to take, or sources for additional information.
for completing a return. It also gives you information about
TIP
filing the return.
“Section 6—How To Get Tax Help” has topics such as how
Caution. This tells you about special rules, possible
to get tax help, forms, instructions, and publications. It also
consequences to actions, and areas where you need to
!
take special care to make correct entries.
gives you other useful information, such as how to check the
CAUTION
status of a refund.
Helpful Hints
Writing in information. Sometimes we will ask you to make an
entry “in the space to the left of line . . .” The following example
Future Developments. For the latest information about devel-
(using line 1) will help you make the proper entry:
opments related to Form 1040EZ and its instructions, such as
legislation enacted after they were published, go to
form1040ez.
1
Wages, salaries, and tips. Thi
W-2.
Income
Attach your Form(s) W-2.
1
Filing status. We want you to use the proper filing status as
you go through the instructions and tables. You can use Form
Do not make the entry here.
Make the entry here.
1040EZ to file as “Single” or “Married filing jointly.”
Section 1—Before You Begin
Even if you can use Form 1040EZ, it may benefit you to use
employer may be required to send you a Form 1095-C. Part II of
Form 1040A or 1040 instead. See
Should You Use Another
Form 1095-C shows whether your employer offered you health
Form
in Section 2, later.
insurance coverage and, if so, information about the offer. This
information may be relevant if you purchased health insurance
What's New
coverage for 2015 through the Health Insurance Marketplace
and wish to claim the premium tax credit. You must file Form
Information reporting about health coverage. If you or
1040A or 1040 to claim the premium tax credit. However, you do
someone in your family had health coverage in 2015, the provid-
not need to wait to receive this form to file your return. You may
er of that coverage is required to send you a Form 1095-A, 1095-
rely on other information received from your employer. If you do
B, or 1095-C (with Part III completed), that lists individuals in
not wish to claim the premium tax credit for 2015, you do not
your family who were enrolled in the coverage and shows their
need the information in Part II. For more information on who is el-
months of coverage. You may use this information to help com-
igible for the premium tax credit, see the instructions for Form
plete line 11. However, you do not need to wait to receive these
8962.
forms to file your return. You may have had health care coverage
for some or all of 2015 even if you didn’t receive a form with this
Health care individual responsibility payment increased. If
you or someone in your household didn’t have qualifying health
information, and you may rely on other information about your
coverage to complete line 11.
care coverage or qualify for a coverage exemption for one or
more months of 2015, the amount of your shared responsibility
For more information on why your health provider might be
payment may be much more this year than it was last year. Like
asking for your social security number, go to
last year, you must either:
ACASSN
.
Indicate on line 11 that you, your spouse (if filing jointly), and
Information reporting about employer offer of coverage. If
anyone you can or do claim as a dependent had qualifying
you or someone in your family was an employee in 2015, the
health care coverage throughout 2015,
-3-
Instructions for Form 1040EZ
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