41-001 (09/10/19)
2019 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 was 65 or older as of 12/31/19.
3
Married filing separately on this combined return. Spouse use column B.
Residence on 12/31/19: County No.
School District
No.
4
. Spouse's name:
SSN:
Net Income:
$
5
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.
6
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 11 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.
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
Tax
es
and
Qualified
Deduc
-
tions
27.
Federal income tax refund/overpayment received in 2019
...................
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 2019, federal estimated tax payments made
in 2019, and federal taxes paid in 2019 for 2018 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
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CLEAR
SELECT COUNTY
41-001 (09/10/19)
2019 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
.00
37.
Deduction. Check one box
Itemized.(Include IA Schedule A)
Standard
...............................................
37.
.00
.00
38.
TAXABLE INCOME. SUBTRACT line 37 from line 36 ..............................................................................................
38.
________________
.00
___________________
.00
Step 9
Tax,
Credits,
and
Check
-
off
Contri
-
but
ions
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. 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. 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. 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
60.
Check One: Child and dependent care credit OR
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 2019.
................
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 2020 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 undersigned, declare under penalt
ies 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 30th, 2020. 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 Treasurer, State of Iowa
0.00%
CLEAR
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