1040 Ez Instructions 2015 Page 8
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44Where To Report Certain Items From 2015 Forms W-2, 1097, 1098, and 1099
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Part 1
Items That Can Be Reported on Form
If any federal income tax withheld is shown on the
1040EZ
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
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
Must file Form 1040 if required to file Form 8889 (see the
account
instructions for Form 8889)
(box 12, code W)
Amount reported in box 12, code R or Z
Must file Form 1040
Uncollected social security and Medicare or
Must file Form 1040
RRTA tax (box 12, Code A, B, M, or N)
W-2G
Gambling winnings (box 1)
Must file Form 1040
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
1099-LTC
Long-term care and accelerated death
Must file Form 1040 if required to file Form 8853 (see the
benefits
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
1099-Q
Qualified education program payments
Must file Form 1040
1099-QA
Distributions from ABLE accounts
See the instructions for line 21 of Form 1040, Form 5329,
and Pub 907
1099-R
Distributions from pensions, annuities, IRAs,
Must file Form 1040A or 1040
etc.
1099-SA
Distributions from HSAs and MSAs*
Must file Form 1040
* This includes distributions from Archer and Medicare Advantage MSAs.
-8-
Instructions for Form 1040EZ
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