1040A Tax Form and Instructions 2016
Printable IRS Forms, Schedules, Worksheet, Tax Table

Free printable 1040A tax form and instructions booklet PDF file with supporting IRS forms, schedules, worksheet and 1040A tax table for the 2016 - 2017 tax season. For the 2016 tax year, federal IRS income tax form 1040A must be postmarked by April 18, 2017. Federal IRS income taxes due are based on the tax year January 1, 2016 through December 31, 2016. Prior year 1040A tax forms and schedules should be mailed as soon as possible if late.

File 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.
  • 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.
  • All filing statuses are allowed.

If you do not meet the above requirements, go to Form 1040.

Which federal income tax form should I use 1040A or 1040?
Any taxpayer can file Form 1040 including Form 1040EZ filers. Both Form 1040A and Form 1040 are two pages long crammed with lines of credits and adjustments. The Form 1040A instructions booklet is 88 pages long versus the Form 1040 instructions booklet length of 105 pages. You can skip the Form 1040 line items you don't need.

2016 1040A Form And Instructions

Click any of the federal IRS 1040A form and 1040A instructions booklet links below to download, view, print, edit, or save as a PDF file. These free PDF files are unaltered and are pulled directly from the publisher.

1040A Form
1040A Instructions

Supporting refund and payment voucher forms:
1040V - Payment Voucher
4868 - Application for Automatic Extension of Time To File
8888 - Allocation of Refund (Bond, Direct Deposit, Paper Check)
9465 instructions - Installment Agreement Request

Other supporting forms and schedules:
Schedule B - Interest and Ordinary Dividends for 1040A
Schedule EIC - Earned Income Credit (EIC) Qualifying Child Information
Schedule R instructions - Credit for the Elderly or the Disabled
2210 instructions - Underpayment of Estimated Tax
2441 instructions - Child and Dependent Care Expenses for 1040A
8606 instructions - Nondeductible IRAs
8615 instructions - Tax for Children With Unearned Income
8812 instructions - Child Tax Credit (Schedule 8812)
8814 - Parents' Election To Report Child's Interest and Dividends
8815 - Exclusion of Interest From Series EE and I US Savings Bonds
8839 instructions - Qualified Adoption Expenses
8862 - Claim Earned Income Credit (EIC) After Disallowance
8863 instructions - Education Credits (American Opportunity, Learning)
8880 - Credit for Qualified Retirement Savings Contributions
8917 - Tuition and Fees Deduction
8958 - Allocation of Tax Amounts Between Certain Individuals
8959 instructions - Additional Medicare Tax
8960 instructions - Net Investment Income Tax
8962 instructions - Premium Tax Credit (PTC)
8965 instructions - Health Coverage Exemptions

Request and application forms:
4506 - Request for Copy of Tax Return
4506-T - Request for Transcript of Tax Return (free copy)
8822 - Change of Address
8857 instructions - Request for Innocent Spouse Relief

Form 1040A instructions booklet includes:
2016 Earned Income Credit (EIC) Table
2016 1040A Tax Table
Alternative Minimum Tax Worksheet
Child Tax Credit Worksheet
Earned Income Credit (EIC) Worksheet
IRA Deduction Worksheet
Qualified Dividends and Capital Gain Tax Worksheet
Simplified Method Worksheet
Social Security Benefits Worksheet
Standard Deduction Worksheet for Dependents
Student Loan Interest Deduction Worksheet

Federal 1040A tax forms and instructions booklet are generally updated in December of each year by the IRS. If updated, the 2016 tax year PDF file will display, the prior tax year 2015 if not. Last year, many of the individual income tax forms were published late in December, with instructions booklet following in early January due to last minute legislative changes.

More 1040A Tax Forms, Schedules, Worksheets, Tax Tables, And Instructions Booklet

The printable 1040A tax form and instructions booklet links above are a quick reference for those looking to print the one federal IRS form. Even more printable federal IRS tax forms, supporting schedules, calculation worksheets, tax tables, payment vouchers, and instructions booklet are grouped by form (1040, 1040A, 1040EZ) and by tax year on our pages below:

2016 Tax Forms (update in progress)
2015 Tax Forms
2014 Tax Forms
2013 Tax Forms
2012 Tax Forms

Please report any broken 1040A tax form and instructions booklet links using our contact us page found at the bottom of this page.

Last updated: November 26, 2016