Fillable 2020 IA 1040 Iowa Individual Income Tax Return (State of Iowa - OCIO)

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2020 IA 1040 Iowa Individual Income Tax Return (State of Iowa - OCIO)

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41-001 (08/27/2020)
2020 IA 1040 Iowa Individual Income Tax Return
For fiscal year beginning ________/________/________ and ending ________/________/_________
Step 1: Fill in all spaces. You must fill in your Social Security number (SSN).
Your last name: Your first name/middle initial:
Spouse’s last name: Spouse’s first name/middle initial:
Current mailing address (number and street, apartment, lot, or suite number) or PO Box:
City, State, ZIP:
Spouse SSN:
Your SSN:
Step 2 Filing Status: Mark one box only
1 Single: Were you claimed as a dependent on another person’s Iowa return? Yes No Email Address:
2 Married filing a joint return. (Two-income families may benefit by using status 3 or 4.) Check this box if you or your spouse were 65 or older as of 12/31/20.
3 Married filing separately on this combined return. Spouse use column B.
Residence on 12/31/20: County No. School District No.
4 Married filing separate returns. Spouse's name:
▲SSN:
Net Income: $
5
6
Head of household with qualifying person. If qualifying person is not claimed as a dependent on this return, enter the person’s name and SSN below.
Qualifying widow(er) with dependent child. Name: SSN:
Step 3 Exemptions B. Spouse (Filing Status 3 ONLY) A. You or Joint
a. Personal Credit: Col. A: Enter 1 (enter 2 if filing status 2 or 5); Col. B: Enter 1 if filing status 3 . ...........
▲
X $ 40 =
$ ▲
X $ 40 =
$
b. Enter 1 for each taxpayer who is 65 or older and/or 1 for each taxpayer who is blind. ..........................
▲
X $ 20 =
$ ▲
X $ 20 =
$
c. Dependents: Enter 1 for each dependent. .............................................................................................
▲
X $ 40 =
$ ▲
X $ 40 =
$
d. Enter first names of dependents here
e. Total
$ ____________
e. Total
$ ____________
Step 4 Reportable Social Security benefits as calculated on line 13 of Iowa Social Security Worksheet
B. Spouse/Status 3 ▲ A. You or Joint ▲
B. Spouse/Status 3 A. You or Joint B. Spouse/Status 3 A. You or Joint
Step 5
Gross
Income
1.
Wages, salaries, tips, etc ....................................................................
1.
.00 .00
2.
Taxable interest income. If more than $1,500, complete Sch. B .........
2.
.00 .00
3.
Ordinary dividend income. If more than $1,500, complete Sch. B .......
3.
.00 .00
4.
Taxable alimony received ...................................................................
4.
.00 .00
5.
Business income/(loss). See instructions ............................................
5.
.00 .00
NOTE: Use only
blue or black
ink, no pencils
or red ink.
6.
Capital gain/(loss). See instructions ....................................................
6.
.00 .00
7.
Other gains/(losses). See instructions .................................................
7.
.00 .00
8.
Taxable IRA distributions ....................................................................
8.
.00 .00
9.
Taxable pensions and annuities ..........................................................
9.
.00 .00
10.
Rents, royalties, partnerships, estates, etc. See instructions ..............
10.
.00 .00
11.
Farm income/(loss). See instructions ..................................................
11.
.00 .00
12.
Unemployment compensation. See instructions .................................
12.
.00 .00
13.
Gambling winnings .............................................................................
13.
.00 .00
14.
Other income, bonus depreciation, and section 179 adjustment ........
14.
.00 .00
15.
Gross Income. Add lines 1-14 ..................................................................................................................................
15. __________________ .00
▲
________________ .00
Step 6
Adjust-
ments to
Income
16.
Payments to an IRA, Keogh, or SEP ...................................................
16.
.00 .00
17.
Deductible part of self-employment tax. ..............................................
17.
.00 .00
18.
Health insurance premium ..................................................................
18.
.00 .00
19.
Penalty on early withdrawal of savings ...............................................
19.
.00 .00
20.
Alimony paid .......................................................................................
20.
.00 .00
21.
Pension/retirement income exclusion ..................................................
21.
.00
▲
.00
22.
Moving expense deduction from federal form 3903.............................
22.
.00 .00
23.
Iowa capital gain deduction; Include corresponding IA 100
schedule .............................................................................................
23.
.00
▲
.00
24.
Other adjustments ..............................................................................
24.
.00 .00
25.
Total adjustments. Add lines 16-24 ..........................................................................................................................
25.
.00
▲
.00
26.
Net Income. Subtract line 25 from line 15 .................................................................................................................
26. ____________________
.00
▲
________________
.00
Step 7
Federal
Taxes
and
Qualified
Deduc-
tions
27.
Federal income tax refund/overpayment received in 2020 ..................
27.
.00
▲
.00
28.
Self-employment/household employment/other federal taxes .............
28.
.00
▲
.00
29.
Addition for federal taxes. Add lines 27 and 28 ........................................................................................................
29.
.00 .00
30.
Total. Add lines 26 and 29 .......................................................................................................................................
30.
.00 .00
31.
Federal tax withheld in 2020, federal estimated tax payments made
in 2020, and federal taxes paid in 2020 for 2019 and prior years ........
31.
.00
▲
.00
32.
Qualified business income deduction. 25.0% (.25) of federal
amount. See instructions ................................................................
....
32.
.00
▲
.00
33.
DPAD 199A(g) deduction. 25.0% (.25) of federal amount ...................
33.
.00
▲
.00
34.
Total federal tax and other qualified deductions. Add lines 31, 32, and 33 ................................................................
34.
.00 .00
35.
Balance. Subtract line 34 from line 30. Enter here and on line 36, page 2 ................................................................
35.
.00
▲
.00
PRINT
CLEAR
SELECT COUNTY
If you cannot see this form, please follow these instructions
:
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Thank you.
41-001 (11/02/2020)
2020 IA 1040, page 2
B. Spouse/Status 3 A. You or Joint B. Spouse/Status 3 A. You or Joint
Step 8
Taxable
Income
36.
BALANCE. From side 1, line 35 ............................................................................................................................
36.
.00
37.
Deduction. Check one box ▲
Itemized.(Include IA Schedule A) Standard ............................................... 37.
.00
▲
38.
TAXABLE INCOME. SUBTRACT line 37 from line 36 ...........................................................................................
38.
________________.00
.00
.00
___________________.00
Step 9
Tax,
Credits,
and
Check-
off
Contri-
butions
39.
Tax from tables or alternate tax .........................................................
39.
.00
▲
.00
40.
Iowa lump-sum tax. See instructions .................................................
40.
.00
▲
.00
41.
Iowa alternative minimum tax. Include IA 6251. ................................
41.
.00
▲
.00
42.
Total tax. ADD lines 39, 40, and 41. .....................................................................................................................
42. .00 .00
43.
Total exemption credit amount(s) from Step 3, side 1. ......................
43.
.00 .00
44.
Tuition and textbook credit for dependents K-12. ..............................
44.
.00
▲
.00
45.
Volunteer firefighter/EMS/reserve peace officer credit. ......................
45.
.00
▲
.00
46.
Total credits. ADD lines 43, 44, and 45. ................................................................................................................
46.
.00 .00
47.
BALANCE. SUBTRACT line 46 from line 42. If less than zero, enter zero. ............................................................
47.
.00
▲
.00
48.
Credit for nonresident or part-year resident. Must include IA 126 and federal return. ............................................
48.
.00
▲
.00
49.
BALANCE. SUBTRACT line 48 from 47. If less than zero, enter zero. ..................................................................
49.
.00
▲
.00
50.
Out-of-state tax credit. Must include IA 130. ..........................................................................................................
50.
.00
▲
.00
51.
BALANCE. SUBTRACT line 50 from 49. If less than zero, enter zero. ..................................................................
51.
.00
▲
.00
52.
Other nonrefundable Iowa credits. Must include IA 148 Tax Credits Schedule. .....................................................
52.
.00
▲
.00
53.
BALANCE. SUBTRACT line 52 from line 51. If less than zero, enter zero. ............................................................
53.
.00
▲
.00
54.
School district surtax or EMS surtax. Take percentage from table; multiply by line 53. .........................................
54.
.00
▲
.00
55.
Total state and local tax. ADD lines 53 and 54. .....................................................................................................
55.
.00
▲
.00
56.
TOTAL state and local tax before contributions. Combine columns A and B on line 55 and enter here. ....................................................
56.
.00
57.
Contributions will reduce your refund or add to the amount you owe. Amounts must be in whole dollars.
Fish/Wildlife 57a: ▲
State Fair 57b: ▲
Firefighters/Veterans 57c: ▲ Child Abuse Prevention 57d: ▲
Enter here. .... 57. .00
58.
TOTAL STATE AND LOCAL TAX, AND CONTRIBUTIONS. Add line 56 and line 57 and enter here. .......................................................
58.
▲
___________________.00
Step 10
Credits
59.
Iowa fuel tax credit. Include IA 4136 ...................................................
59.
.00
▲
.00
OR
60.
Check One: Child and dependent care credit
▲ Early childhood development credit
60.
.00
▲
.00
61.
Iowa earned income tax credit. 15.0% (.15) of federal credit ..............
61.
.00
▲
.00
62.
Other refundable credits. Include IA 148 Tax Credits Schedule. ........
62. .00
▲
.00
63.
Iowa income tax withheld. ..................................................................
63.
.00
▲
.00
64.
Estimated and voucher payments made for tax year 2020. ................
64.
.00
▲
.00
65.
TOTAL. ADD lines 59 through 64 and enter here ...............................
65.
.00
▲
.00
66.
TOTAL CREDITS. ADD columns A and B on line 65 and enter here .......................................................................................................
66.
___________________.00
Step 11
Refund
67.
If line 66 is more than line 58, subtract line 58 from line 66. This is the amount you overpaid. .................................................................
67.
▲
.00
68.
Amount of line 67 to be REFUNDED. ..................................................................................................................................... REFUND
68.
▲
.00
68a.
Routing number:
68b.
Type Checking Savings
68c.
Account number:
69.
Amount of line 67 to be applied to your 2021 estimated tax. ..............
69.
.00
▲
.00
Step 12
Pay
70.
If line 66 is less than line 58, subtract line 66 from line 58. This is the AMOUNT OF TAX YOU OWE ......................................................
70.
▲
.00
71.
Penalty for underpayment of estimated tax from IA 2210, IA 2210S, or IA 2210F. Check if annualized income method is used. ▲
71.
▲
.00
72.
Penalty and interest ▲ 72a. Penalty
.00
▲ 72b. Interest
.00
ADD. Enter total. ........
72.
.00
73.
TOTAL AMOUNT DUE. ADD lines 70, 71, and 72. Enter here. ............................................................................ PAY THIS AMOUNT
73.
▲
.00
Step 13
I, the und
ersigned, declare under penalties of perjury or false certificate, that I have examined this return, and, to the best of my knowledge and belief, it is true, correct, and
complete.
SIGN
HERE
▲
Your signature Date Check if deceased Date of death Preparer's signature Date
SIGN
HERE
▲
Spouse's signature Date Check if deceased Date of death Preparer's PTIN Firm's FEIN
Daytime telephone number Daytime telephone number
This return is due April 30, 2021. Sign, enclose W-2s, and verify SSNs.
MAILING ADDRESS: Iowa Income Tax Document Processing,
PO BOX 9187, Des Moines IA 50306-9187
Make check payable to Iowa Department of Revenue
0.00%
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2020 IA 1040 Iowa Individual Income Tax Return (State of Iowa - OCIO)

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