2016 Federal Income Tax Forms
Free Printable Form 1040EZ, Form 1040A, Form 1040
Printable 2016 federal tax forms 1040EZ, 1040A, and 1040 are grouped below along with their most commonly filed supporting IRS schedules, worksheets, 2016 tax tables, and instructions for easy one page access. For most tax payers, your 2016 federal income tax forms must be postmarked by April 18, 2017. IRS income tax returns are based on the tax year January 1, 2016 through December 31, 2016. If you already know which group of federal income tax forms you would like to print, go to Form 1040EZ, Form 1040A, or Form 1040 now. If you don't know which set of federal income tax forms to use for 2016, please continue reading down this page for instructions.
Form 1040EZ - Easy Form
File federal Form 1040EZ if you meet these requirements:
- Filing status is single or married filing jointly.
- No dependents to claim (children, adults you support).
- You and your spouse were under age 65 and not blind.
- Taxable interest income of $1,500 or less.
- Taxable income is less than $100,000.
- Earnings are from wages, salaries, tips, taxable scholarships or grants, unemployment compensation, Alaska Permanent Fund.
- No deductions for educator expenses, student loan interest, tuition and fees, or itemized deductions.
- No credits for education, retirement savings, or health coverage.
- No advance earned income credit (EIC) received.
- You CAN claim the earned income credit (EIC) using this form.
If you meet the above requirements, go to IRS Form 1040EZ.
Form 1040A - Short Form
File federal Form 1040A if you meet these requirements:
- Taxable income less than $100,000.
- No itemized deductions, mortgage interest, property tax, etc.
- No capital gain or loss, no other gains or losses.
- No business income or loss, self-employed, LLC, etc.
- No farm or fisherman income or loss.
- No rental, royalty, partnership, S corporation, or trust income.
- No alimony income received or alimony paid.
- No household employment taxes.
- All filing statuses are allowed.
- Educator expense, IRA deduction, student loan interest, and tuition and fees gross income adjustments are allowed.
- Credits for child and dependent care expenses, elderly or the disabled, education, earned income credit (EIC), adoption, and retirement savings contributions are allowed.
If you meet the above requirements, go to IRS Form 1040A.
Form 1040 - Long Form
You must file federal Form 1040 under these circumstances:
- Failed the Form 1040EZ and Form 1040A requirements.
- Taxable income of $100,000 or more.
- Itemized deductions, interest, property tax, medical, dental, etc.
- Capital gain or loss, other gains or losses.
- Business income or loss, self-employed, LLC, etc.
- Farm or fisherman income or loss.
- Rental, royalty, partnership, S corporation, or trust income.
- Received alimony income or paid alimony.
- Owe household employment taxes.
- Health savings account deduction.
- Have moving expenses to claim.
- Foreign tax credit to claim.
- Residential energy credits.
Any US resident taxpayer can file Form 1040, go to IRS Form 1040.
Which federal income tax form should I use 1040EZ, 1040A, or 1040?
If you read through the above requirements and still can't decide between federal Form 1040EZ, Form 1040A, and Form 1040, let's look at it another way. The federal 1040EZ easy form is meant to save you time if you are single or married without kids, have W-2 income, a bank account with some interest income, and maybe collected unemployment compensation in 2016, for example. The number of credits available are very limited but does include the Earned Income Credit (EIC). Federal tax form 1040EZ is just one page long.
Both the federal 1040A short form and federal 1040 long form are two pages long crammed with lines of credits and adjustments you may or may not use. The federal tax form 1040A instructions booklet is 88 pages long versus the federal tax form 1040 instructions booklet length of 105 pages (tax year 2015). In either case, you will most likely skip credit and deduction line items that you don't need. But what is on those other 17 federal tax form 1040 instruction pages?
Using the federal 1040 long form might prompt your attention to credits and deductions you missed last year and would have missed again this year, moving expenses, for example. For this reason we recommend that you chose between federal Form 1040EZ, the easy form, and Form 1040 the long not so easy form. While federal income tax form 1040A had good intentions, it would seem that it's just not short any longer.
Reference: Form 1040, Form 1040A, Form 1040EZ, Forms and Instructions, published by the Department of the Treasury Internal Revenue Service (IRS).
Last updated: November 29, 2016