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Choosing the right IRS form 1040 to file 2013 tax returns

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If you file with an online tax filing service in 2014 you will find that it is super easy when it comes to selecting the tax form that you need to file. This is because the tax software automatically selects the form that is the best fit for your unique tax situation.

The majority of the tax payers e-file online during this age in time, but, if you prefer to fill out the forms manually we are here to provide you with some tips that will help you select the correct form that you need to file.

If you are planning to paper file you should know that the IRS no longer sends your paper tax packages in the mail. So, to get the forms that you need quickly it is best to go to the IRS website, IRS.gov or you can download printable tax forms here.

Alternatively, you can order the forms and have them sent to you in the mail by calling the IRS, 1-800-TAX-FORM. Lastly, you have the option of going to your local IRS office, library, or post office to pick up the forms in person.

General tips for selecting the tax form that you need to file

1040 EZ Tax Form

  • You can use this tax form if you taxable income is lower than $100,000, you are filing single or married filing jointly, you are not claiming any dependents, and your income from interest is below $1500.

1040A Tax Form

  • You can use this form when you cannot use the 1040EZ form if your taxable income is less than $100000, you have capital gain distributions, you have certain tax credits that you are eligible to claim, and you need to claim adjustments to your income for IRA contributions and student loan interest.

1040 Tax Form

  • If you cannot use either of the previous forms you have to go with the 1040 if your income is over $100000, you are itemizing your deductions, you are claiming self-employment income, and you have income to report from the sale of a property.

If you are still confused about which form you need to file see IRS Publication 17.

More about filing your taxes online

If you file your taxes online you will find that tax season will be a whole lot easier for you. Using an online service such as Turbo Tax or H&R Block eliminates the need for you to know the tax code.

Instead the software will just ask you a few simple questions relevant to your tax situation, put your information of the proper forms, and give you the credits and deductions that you are entitled to for the largest refund ever.

Additionally, you can access a free tax refund calculator at both companies to see how big your refund is going to be.

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