Accounting Project

Form

1040A 2017U.S. Individual Income Tax Return (99) Department of the Treasury—Internal Revenue Service

OMB No. 1545-0074

IRS Use Only—Do not write or staple in this space.

Your first name and initial Last name

Your social security number

If a joint return, spouse’s first name and initial Last name Spouse’s social security number

▲ Make sure the SSN(s) above and on line 6c are correct.

Home address (number and street). If you have a P.O. box, see instructions. Apt. no.

City, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below (see instructions).

Foreign country name Foreign province/state/county Foreign postal code

Presidential Election Campaign Check here if you, or your spouse if filing jointly, want $3 to go to this fund. Checking a box below will not change your tax or refund. You Spouse

Filing status Check only one box.

1 Single 2 Married filing jointly (even if only one had income) 3 Married filing separately. Enter spouse’s SSN above and

full name here. ▶

4 Head of household (with qualifying person). (See instructions.) If the qualifying person is a child but not your dependent, enter this child’s name here. ▶

5 Qualifying widow(er) (see instructions) Exemptions 6a Yourself. If someone can claim you as a dependent, do not check

box 6a. b Spouse

} c

If more than six dependents, see instructions.

Dependents:

(1) First name Last name

(2) Dependent’s social security number

(3) Dependent’s relationship to you

(4) ✓ if child under age 17 qualifying for child tax credit (see

instructions)

d Total number of exemptions claimed.

Boxes checked on 6a and 6b

No. of children on 6c who: • lived with you

• did not live with you due to divorce or separation (see instructions)

Dependents on 6c not entered above

Add numbers on lines above ▶

Income Attach Form(s) W-2 here. Also attach Form(s) 1099-R if tax was withheld. If you did not get a W-2, see instructions.

7 Wages, salaries, tips, etc. Attach Form(s) W-2. 7

8a Taxable interest. Attach Schedule B if required. 8a b Tax-exempt interest. Do not include on line 8a. 8b

9a Ordinary dividends. Attach Schedule B if required. 9a b Qualified dividends (see instructions). 9b

10 Capital gain distributions (see instructions). 10 11 a IRA

distributions. 11a 11b Taxable amount

(see instructions). 11b 12 a Pensions and

annuities. 12a 12b Taxable amount

(see instructions). 12b

13 Unemployment compensation and Alaska Permanent Fund dividends. 13 14 a Social security

benefits. 14a 14b Taxable amount

(see instructions). 14b

15 Add lines 7 through 14b (far right column). This is your total income. ▶ 15 Adjusted gross income

16 Educator expenses (see instructions). 16 17 IRA deduction (see instructions). 17 18 Student loan interest deduction (see instructions). 18

19 Tuition and fees. Attach Form 8917. 19 20 Add lines 16 through 19. These are your total adjustments. 20

21 Subtract line 20 from line 15. This is your adjusted gross income. ▶ 21 For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Cat. No. 11327A Form 1040A (2017)

Form 1040A (2017) Page 2 Tax, credits, and payments

22 Enter the amount from line 21 (adjusted gross income). 22 23 a Check

if: { You were born before January 2, 1953, Blind Spouse was born before January 2, 1953, Blind }

Total boxes checked ▶ 23a

b If you are married filing separately and your spouse itemizes deductions, check here ▶ 23bStandard

Deduction for— • People who check any box on line 23a or 23b or who can be claimed as a dependent, see instructions. • All others: Single or Married filing separately, $6,350 Married filing jointly or Qualifying widow(er), $12,700 Head of household, $9,350

24 Enter your standard deduction. 24 25 Subtract line 24 from line 22. If line 24 is more than line 22, enter -0-. 25 26 Exemptions. Multiply $4,050 by the number on line 6d. 26 27 Subtract line 26 from line 25. If line 26 is more than line 25, enter -0-.

This is your taxable income. ▶ 27 28 Tax, including any alternative minimum tax (see instructions). 28 29 Excess advance premium tax credit repayment. Attach

Form 8962. 29 30 Add lines 28 and 29. 30 31 Credit for child and dependent care expenses. Attach

Form 2441. 31 32 Credit for the elderly or the disabled. Attach

Schedule R. 32 33 Education credits from Form 8863, line 19. 33 34 Retirement savings contributions credit. Attach Form 8880. 34 35 Child tax credit. Attach Schedule 8812, if required. 35 36 Add lines 31 through 35. These are your total credits. 36 37 Subtract line 36 from line 30. If line 36 is more than line 30, enter -0-. 37 38 Health care: individual responsibility (see instructions). Full-year coverage 38 39 Add line 37 and line 38. This is your total tax. 39 40 Federal income tax withheld from Forms W-2 and 1099. 40 41 2017 estimated tax payments and amount applied

from 2016 return. 41 If you have a qualifying child, attach Schedule EIC.

42a Earned income credit (EIC). 42a b Nontaxable combat pay election. 42b

43 Additional child tax credit. Attach Schedule 8812. 43 44 American opportunity credit from Form 8863, line 8. 44 45 Net premium tax credit. Attach Form 8962. 45 46 Add lines 40, 41, 42a, 43, 44, and 45. These are your total payments. ▶ 46

Refund Direct deposit? See instructions and fill in 48b, 48c, and 48d or Form 8888.

47 If line 46 is more than line 39, subtract line 39 from line 46. This is the amount you overpaid. 47

48a Amount of line 47 you want refunded to you. If Form 8888 is attached, check here ▶ 48a

▶ b Routing number

▶ c Type: Checking Savings

▶ d Account number

49 Amount of line 47 you want applied to your 2018 estimated tax. 49

Amount you owe

50 Amount you owe. Subtract line 46 from line 39. For details on how to pay, see instructions. ▶ 50

51 Estimated tax penalty (see instructions). 51

Third party designee

Do you want to allow another person to discuss this return with the IRS (see instructions)? Yes. Complete the following. No

Designee’s name ▶

Phone no. ▶

Personal identification number (PIN) ▶

Sign here Joint return? See instructions. Keep a copy for your records.

Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and belief, they are true, correct, and accurately list all amounts and sources of income I received during the tax year. Declaration of preparer (other than the taxpayer) is based on all information of which the preparer has any knowledge.

▲ Your signature Date Your occupation Daytime phone number

Spouse’s signature. If a joint return, both must sign. Date Spouse’s occupation If the IRS sent you an Identity Protection PIN, enter it here (see inst.)

Paid preparer use only

Print/Type preparer’s name Preparer’s signature Date Check ▶ if self-employed

PTIN

Firm’s name ▶

Firm’s address ▶

Firm’s EIN ▶

Phone no.

Go to www.irs.gov/Form1040A for instructions and the latest information. Form 1040A (2017)

Version A, Cycle 10

INTERNAL USE ONLY
DRAFT AS OF
 February 15, 2018

Version A, Cycle 10

INTERNAL USE ONLY
DRAFT AS OF February 15, 2018

2017 Form 1040A

SE:W:CAR:MP

U.S. Individual Income Tax Return

Form 1040A

2017

2017. Catalog Number 11327A.

U.S. Individual Income Tax Return

(99)

Department of the Treasury—Internal Revenue Service

OMB No. 1545-0074

O M B Number 1545-0074. For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions.

IRS Use Only—Do not write or staple in this space.

▲

Make sure the SSN(s) above and on line 6c are correct.

Presidential Election Campaign

Check here if you, or your spouse if filing jointly, want $3 to go to this fund. Checking a box below will not change your tax or refund. 

Filing status

Check only one box.

1

2

3

4

If the qualifying person is a child but not your dependent,  enter this child’s name here.  ▶

5

Exemptions

6

a

If someone can claim you as a dependent, do not check box 6a.

b

}

c

If more than six dependents, see instructions.

Dependents:

(1) First name          Last name

(2) Dependent’s social security number

(3) Dependent’s relationship to you

(4) ✓ if child under

age 17 qualifying for child tax credit (see instructions)

(4) Check if child under age 17 qualifying for child tax credit (see instructions).

d

Total number of exemptions claimed.

Boxes checked on 6a and 6b

No. of children on 6c who: 

• lived with you

• did not live with you due to divorce or separation (see instructions)

Dependents on 6c not entered above

Add numbers on lines 

above ▶

Income

 

Attach 

Form(s) W-2 here. Also attachForm(s)1099-R iftax was withheld.

 

If you did notget a W-2, see 

instructions. 

 

7

Wages, salaries, tips, etc. Attach Form(s) W-2.

7

8

a

Taxable interest. Attach Schedule B if required.

8a

b

Tax-exempt interest. Do not include on line 8a.

8b

9

a

Ordinary dividends. Attach Schedule B if required.

9a

b

Qualified dividends (see instructions).

9b

10

Capital gain distributions (see instructions).

10

11

a

IRA distributions.

11a

11b

Taxable amount (see instructions).

11b

12

a

Pensions and annuities.

12a

12b

Taxable amount (see instructions).

12b

13

Unemployment compensation and Alaska Permanent Fund dividends.

13

14

a

Social security benefits.

14a

14b

Taxable amount (see instructions).

14b

15

Add lines 7 through 14b (far right column). This is your total income.   ▶

15

Adjusted gross income

16

Educator expenses (see instructions).

16

17

IRA deduction (see instructions).

17

18

Student loan interest deduction (see instructions).

18

19

Tuition and fees. Attach Form 8917.

19

20

Add lines 16 through 19. These are your total adjustments.

20

21

Subtract line 20 from line 15. This is your adjusted gross income.       ▶

21

For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions.

Cat. No. 11327A

Form 1040A (2017)

Form 1040A (2017)

Page 2

Tax, credits, and payments

22

Enter the amount from line 21 (adjusted gross income).

22

23

a

Check if:

{

}

Total boxes checked  ▶

23a

b

If you are married filing separately and your spouse itemizes deductions, check here                                                                       ▶

23b

Standard  Deduction  for—

• People who  check any  box on line  23a or 23b or who can be claimed as a  dependent,  see instructions.

• All others:

Single or  Married filing  separately,  $6,350

Married filing  jointly or  Qualifying  widow(er),  $12,700 

Head of  household,  $9,350 

24

Enter your standard deduction.

24

25

Subtract line 24 from line 22. If line 24 is more than line 22, enter -0-.

25

26

Exemptions. Multiply $4,050 by the number on line 6d. 

26

27

Subtract line 26 from line 25. If line 26 is more than line 25, enter -0-. 

This is your taxable income.                                                                           ▶

27

28

Tax, including any alternative minimum tax (see instructions).

28

29


Excess advance premium tax credit repayment. Attach Form 8962.

29

30

Add lines 28 and 29. 

30

31


Credit for child and dependent care expenses. Attach Form 2441.

31

32


Credit for the elderly or the disabled. Attach Schedule R.

32

33

Education credits from Form 8863, line 19.

33

34

Retirement savings contributions credit. Attach Form 8880.

34

35

Child tax credit. Attach Schedule 8812, if required.

35

36

Add lines 31 through 35. These are your total credits.

36

37

Subtract line 36 from line 30. If line 36 is more than line 30, enter -0-.

37

38

Health care: individual responsibility (see instructions).

38

39

Add line 37 and line 38. This is your total tax.

39

40

Federal income tax withheld from Forms W-2 and 1099.

40

41

2017 estimated tax payments and amount applied from 2016 return.

41

If you have a qualifying child, attach Schedule EIC.

42

a

Earned income credit (EIC).

42a

b

Nontaxable combat pay election.

42b

43

Additional child tax credit. Attach Schedule 8812.

43

44

American opportunity credit from Form 8863, line 8.

44

45

Net premium tax credit. Attach Form 8962.

45

46

Add lines 40, 41, 42a, 43, 44, and 45. These are your total payments.         ▶

46

Refund

 

Directdeposit?See 

instructionsand fill in48b, 48c,and 48d orForm 8888.

47

If line 46 is more than line 39, subtract line 39 from line 46. 

This is the amount you overpaid.

47

48

a

48a

▶

b

Routing number

▶ c  Type:

▶

d

Account number

49

Amount of line 47 you want applied to your 

2018 estimated tax.

49

Amount you owe

50

Amount you owe. Subtract line 46 from line 39. For details on how to pay, see instructions.              ▶

50

51

Estimated tax penalty (see instructions).

51

Third party designee

Do you want to allow another person to discuss this return with the IRS (see instructions)?

Designee’s name          ▶

Phone 

no.       ▶

Personal identification number (PIN)               ▶

Signhere 

Joint return? 

See instructions.

Keep a copyfor your records.

Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and belief, they are true, correct, and accurately list all amounts and sources of income I received during the tax year. Declaration of preparer (other than the taxpayer) is based on all information of which the preparer has any knowledge.

▲

Your signature

Date

Spouse’s signature. If a joint return, both must sign.

Date

If the IRS sent you an Identity Protection PIN, enter it 

here (see inst.)

Paid preparer use only

Preparer’s signature

Date

Check ▶          ifself-employed

Go to www.irs.gov/Form1040A for instructions and the latest information.

Form 1040A  (2017)