Income Tax Preparation
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  Rules for Form 1040EZ

The simplest, one-page tax form has become more and more complicated in recent years, and as a result it can be used by more and more taxpayers.

You can use the 1040EZ if all of the following are true:

  • Your filing status is single, or married filing jointly.
  • You (and your spouse, if filing jointly) were both under 65 and not blind.
  • You are not claiming any dependents (but you may use this form if you are claimed as a dependent on someone else's tax form).
  • Your taxable income is less than $100,000.
  • Your income is only from wages, salaries, tips, unemployment compensation, Alaska Permanent Fund dividends, taxable scholarship and fellowship grants, and taxable interest of $1,500 or less.
  • You're not claiming a student loan interest deduction or an education credit.
  • You did not receive any advance earned income credit payments.
  • You are not claiming the retirement savings contributions credit or the health insurance credit for eligible recipients.
  • You do not owe any household employment taxes on wages you paid to a household employee.
Planning Tools

Planning Tools

You can download a copy of Form 1040EZ for future use.


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