Get 1040a Worksheet

Filling out the 1040A worksheet online can simplify your tax preparation process. This guide provides clear, step-by-step instructions tailored to help users efficiently complete the form and understand its components.

Follow the steps to confidently complete your 1040A worksheet online.

1. Click ‘Get Form’ button to access the worksheet and open it for editing.
2. Enter the total amount from box 5 of all your Forms SSA-1099 and Forms RRB-1099 in line 1.
3. Calculate one-half of the amount you entered in line 1 and write it in line 2.
4. Add together the amounts from Form 1040A, lines 7, 8a, 9a, 10, 11b, 12b, and 13 and record the total on line 3.
5. If applicable, enter the amount from Form 1040A, line 8b on line 4.
6. Sum the amounts from lines 2, 3, and 4, and place the result in line 5.
7. Transfer the total from Form 1040A, lines 16 and 17 to line 6.
8. If the amount on line 6 is less than the amount on line 5, perform the subtraction and move to line 8; otherwise, stop here as none of your social security benefits are taxable.
9. For married filing jointly, enter $32,000 on line 8, or $25,000 for other statuses as indicated.
10. If applicable, skip lines 8 through 15 and calculate 85% of line 7 for entry in line 16.
11. Repeat the calculations for lines 9 through 18 as instructed, ensuring all necessary amounts are accounted for.
12. Lastly, review your entries for accuracy; then save changes, and download, print, or share your completed form as needed.

Start filling out your 1040A worksheet online today for a smoother tax filing experience.