FORMS
SUPPORTED
In
order to use average1040.com you need to satisfy the following conditions:
-
Your
2011 Federal return (W-2's, 1099's, etc...)
must fit within a copy of the Federal forms and schedules listed below. Click here if you need to view or print a copy of one of them;
-
Your
filing status must be: single, head of household or married filing
jointly where neither the Primary taxpayer nor the Spouse is deceased;
-
If
you have nontaxable combat pay
the election to include combat pay in earned income (for purposes
of the Federal Earned Income Credit) is not being made;
-
If
you received an IRS Letter 4869C (which contains a unique 6-digit Identity Protection PIN),
you cannot use us to e-file your Federal return;
-
If
you were a (full year) resident of one of the following states: AZ, GA, MI, NC, OH, or PA and you want average1040 to e-file the 2011 state return, the state return must fit
within a copy of the state forms and schedules listed below. Click here if you need to view or print a copy of one of them. NOTE: If we don't have the OH or PA forms and schedules you need, you can use us to e-file your Federal return by itself and then use the following links to e-file your state return for free directly through the state website (Ohio, Pennsylvania).
FEDERAL
RETURN
•
Form 1040: U.S. Individual Income Tax Return - Long Form
• Form 1040 (Schedule A: Itemized Deductions)
• Form 1040 (Schedule B: Interest and Ordinary Dividends)
• Form 1040 (Schedule D: Capital Gains and Losses) 1
• Form 1040 (Schedule EIC: Earned Income Credit)
• Form 1040 (Schedule R: Credit for the Elderly or the Disabled)
• Form 2441: Child and Dependent Care Expenses
• Form 3903: Moving Expenses
• Form 5329 (Part I): Additional Taxes on Qualified Plans
• Form 5695 (Part I): Residential Energy Credits 2
• Form 8283 (Sec A, Part I): Noncash Charitable Contributions (up to $5,000) 3
• Form 8812: Additional Child Tax Credit
• Form 8863: Education Credits
• Form 8880: Credit for Qualified Retirement Savings Contributions
• Form 8917: Tuition and Fees Deduction
• Form 8949: Sales and Other Dispositions of Capital Assets
1
•
Form 1040A: U.S. Individual Income Tax Return (with up to 4 Dependents)
• Form 1040A (Schedule B: Interest and Ordinary Dividends)
• Form 1040 (Schedule EIC: Earned Income Credit)
• Form 1040A (Schedule R: Credit for the Elderly or the Disabled)
• Form 2441: Child and Dependent Care Expenses
• Form 8812: Additional Child Tax Credit
• Form 8863: Education Credits
• Form 8880: Credit for Qualified Retirement Savings Contributions
• Form 8917: Tuition and Fees Deduction
•
Form 1040EZ: Tax Return for Single and Joint Filers With No
Dependents
1**
If you
have unrecaptured section 1250 gain OR collectibles gain or loss, lines 18 and 19 of Schedule D must be zero.
****
(Collectibles include: works of art, rugs, antiques, metals, gems, stamps, coins, etc...)
2**
Lines 2e & 3f must be zero.
3**
Your Form 8283 must NOT require any of the attachments specified in the Form 8283 instructions.
ARIZONA
RESIDENT RETURN
•
Form 140: Resident Personal Income Tax Return 4
• Form 140 (Schedule A: Itemized Deduction Adjustments)
• Form 322: Credit for Contributions Made or Fees Paid to Public Schools
•
Form 140A: Resident Personal Income Tax Return (Short Form) 4
•
Form 140EZ: Resident Personal Income Tax Return (EZ Form)
4**
Lines A3 and A4 are not available.
GEORGIA
RESIDENT RETURN
•
Form 500: Individual Income Tax Return 5
• Form IND CR (Part 2: Child and Dependent Care Expense Credit)
•
Form 500EZ: Short Individual Income Tax Return 5
5**
State Tax Withheld from Unemployment Compensation must be zero.
MICHIGAN
RESIDENT RETURN
•
Form MI-1040: Michigan Individual Income Tax Return
• Form MI-1040 (Schedule 1)
• Form MI-1040 (Schedule 2)
• Form MI-1040CR (Homestead Property Tax Credit Claim)
• Form 4764 (Energy Efficient Qualified Home Improvement Credit)
• Schedule CT (College Tuition and Fees Credit)
• Schedule W (Michigan Withholding Tax Schedule)
NORTH
CAROLINA RESIDENT RETURN
•
Form D-400: Individual Income Tax Return
• Form D-400TC (Individual Tax Credits)
OHIO
RESIDENT RETURN
•
Form IT 1040: Income Tax Return 6
•
Form IT 1040 EZ: Income Tax Return
6**
Schedule C is not available.
PENNSYLVANIA
RESIDENT RETURN
•
Form PA-40: Pennsylvania Income Tax Return
• Form PA-40 (Schedule SP: Special Tax Forgiveness)
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