1040 X Tax Form
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1040 X Tax Form
1040 x tax form It is tax season again! Figuring out and filing your tax forms can be intimidating – but there is help. 1040 x tax form Here you will find answers, forms and more that will make your paperwork easier, faster and less stressful. 1040 x tax form The information below will help you determine your residency status, find the correct forms you need and give you other information you want to get started. 1040 x tax form
Replace Your Vital Documents
Fortunately, you can replace most important personal records. Use these links as a starting point.
– When you move, be sure to change your address with the Post Office, IRS, and other government agencies, so that you'll continue to receive mail and any government benefits at your new location.
Birth, Marriage, and Death Certificates
– Get records based on the location of the birth, death, marriage, or divorce.
– The Treasury Department will exchange mutilated or damaged U.S. currency.
Drivers' Licenses and Vehicle Registration
– Find your state's motor vehicle department to get or replace your driver's license, and register your car.
Federal Civilian Personnel Records
– Go to the National Archives website for guidance on requesting personnel records for former federal civilian employees. Current federal workers can get personnel records from their human resources office.
Green Card Replacement
– Get instructions on how to replace a lost, stolen, or damaged permanent resident card (green card).
Medicare Card Replacement
– Learn how to replace a lost, stolen, or damaged Medicare card.
Military Service Records
– Get copies of military service records, to prove military service or to research genealogy.
– Report your lost or stolen passport immediately. Contact the nearest U.S. embassy or consulate if your passport is lost or stolen overseas.
Replace a Savings Bond
– Replace lost, stolen, or destroyed paper savings bonds.
Saving Family Treasures
– The National Archives provides guidelines for the care for some of the more common materials affected by natural disasters or other emergencies.
– Contact your former school or the appropriate school district if the school has closed.
Social Security Card Replacement
– Learn how to replace your lost or stolen Social Security card.
– Request a copy of your federal tax return from the Internal Revenue Service (IRS).
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The 1040 X Tax Form
1040 x tax form 4. 1040 x tax form Retirement Savings Contributions Credit (Saver's Credit) Table of Contents What's New Introduction Full-time student. 1040 x tax form Adjusted gross income. 1040 x tax form Distributions received by spouse. 1040 x tax form Testing period. 1040 x tax form What's New Modified AGI limit for retirement savings contributions credit increased. 1040 x tax form For 2013, you may be able to claim the retirement savings contributions credit if your modified AGI is not more than: $59,000 if your filing status is married filing jointly, $44,250 if your filing status is head of household, or $29,500 if your filing status is single, married filing separately, or qualifying widow(er). 1040 x tax form Introduction You may be able to take a tax credit if you make eligible contributions (defined later) to a qualified retirement plan, an eligible deferred compensation plan, or an individual retirement arrangement (IRA). 1040 x tax form You may be able to take a credit of up to $1,000 (up to $2,000 if filing jointly). 1040 x tax form This credit could reduce the federal income tax you pay dollar for dollar. 1040 x tax form Can you claim the credit? If you make eligible contributions to a qualified retirement plan, an eligible deferred compensation plan, or an IRA, you can claim the credit if all of the following apply. 1040 x tax form You were born before January 2, 1996. 1040 x tax form You are not a full-time student (explained next). 1040 x tax form No one else, such as your parent(s), claims an exemption for you on their tax return. 1040 x tax form Your adjusted gross income (defined below) is not more than: $59,000 if your filing status is married filing jointly, $44,250 if your filing status is head of household, or $29,500 if your filing status is single, married filing separately, or qualifying widow(er). 1040 x tax form Full-time student. 1040 x tax form You are a full-time student if, during some part of each of 5 calendar months (not necessarily consecutive) during the calendar year, you are either: A full-time student at a school that has a regular teaching staff, course of study, and regularly enrolled body of students in attendance, or A student taking a full-time, on-farm training course given by either a school that has a regular teaching staff, course of study, and regularly enrolled body of students in attendance, or a state, county, or local government. 1040 x tax form You are a full-time student if you are enrolled for the number of hours or courses the school considers to be full time. 1040 x tax form Adjusted gross income. 1040 x tax form This is generally the amount on line 38 of your 2013 Form 1040; line 22 of your 2013 Form 1040A; or line 37 of your 2013 Form 1040NR. 1040 x tax form However, you must add to that amount any exclusion or deduction claimed for the year for: Foreign earned income, Foreign housing costs, Income for bona fide residents of American Samoa, and Income from Puerto Rico. 1040 x tax form Eligible contributions. 1040 x tax form These include: Contributions to a traditional or Roth IRA, Salary reduction contributions (elective deferrals, including amounts designated as after-tax Roth contributions) to: A 401(k) plan (including a SIMPLE 401(k)), A section 403(b) annuity, An eligible deferred compensation plan of a state or local government (a governmental 457 plan), A SIMPLE IRA plan, or A salary reduction SEP, and Contributions to a section 501(c)(18) plan. 1040 x tax form They also include voluntary after-tax employee contributions to a tax-qualified retirement plan or section 403(b) annuity. 1040 x tax form For purposes of the credit, an employee contribution will be voluntary as long as it is not required as a condition of employment. 1040 x tax form Reducing eligible contributions. 1040 x tax form Reduce your eligible contributions (but not below zero) by the total distributions you received during the testing period (defined later) from any IRA, plan, or annuity included above under Eligible contributions. 1040 x tax form Also reduce your eligible contributions by any distribution from a Roth IRA that is not rolled over, even if the distribution is not taxable. 1040 x tax form Do not reduce your eligible contributions by any of the following. 1040 x tax form The portion of any distribution which is not includible in income because it is a trustee-to-trustee transfer or a rollover distribution. 1040 x tax form Distributions that are taxable as the result of an in-plan rollover to your designated Roth account. 1040 x tax form Any distribution that is a return of a contribution to an IRA (including a Roth IRA) made during the year for which you claim the credit if: The distribution is made before the due date (including extensions) of your tax return for that year, You do not take a deduction for the contribution, and The distribution includes any income attributable to the contribution. 1040 x tax form Loans from a qualified employer plan treated as a distribution. 1040 x tax form Distributions of excess contributions or deferrals (and income attributable to excess contributions and deferrals). 1040 x tax form Distributions of dividends paid on stock held by an employee stock ownership plan under section 404(k). 1040 x tax form Distributions from an eligible retirement plan that are converted or rolled over to a Roth IRA. 1040 x tax form Distributions from a military retirement plan. 1040 x tax form Distributions from an inherited IRA by a nonspousal beneficiary. 1040 x tax form Distributions received by spouse. 1040 x tax form Any distributions your spouse receives are treated as received by you if you file a joint return with your spouse both for the year of the distribution and for the year for which you claim the credit. 1040 x tax form Testing period. 1040 x tax form The testing period consists of the year for which you claim the credit, the period after the end of that year and before the due date (including extensions) for filing your return for that year, and the 2 tax years before that year. 1040 x tax form Example. 1040 x tax form You and your spouse filed joint returns in 2011 and 2012, and plan to do so in 2013 and 2014. 1040 x tax form You received a taxable distribution from a qualified plan in 2011 and a taxable distribution from an eligible deferred compensation plan in 2012. 1040 x tax form Your spouse received taxable distributions from a Roth IRA in 2013 and tax-free distributions from a Roth IRA in 2014 before April 15. 1040 x tax form You made eligible contributions to an IRA in 2013 and you otherwise qualify for this credit. 1040 x tax form You must reduce the amount of your qualifying contributions in 2013 by the total of the distributions you received in 2011, 2012, 2013, and 2014. 1040 x tax form Maximum eligible contributions. 1040 x tax form After your contributions are reduced, the maximum annual contribution on which you can base the credit is $2,000 per person. 1040 x tax form Effect on other credits. 1040 x tax form The amount of this credit will not change the amount of your refundable tax credits. 1040 x tax form A refundable tax credit, such as the earned income credit or the refundable amount of your child tax credit, is an amount that you would receive as a refund even if you did not otherwise owe any taxes. 1040 x tax form Maximum credit. 1040 x tax form This is a nonrefundable credit. 1040 x tax form The amount of the credit in any year cannot be more than the amount of tax that you would otherwise pay (not counting any refundable credits) in any year. 1040 x tax form If your tax liability is reduced to zero because of other nonrefundable credits, such as the credit for child and dependent care expenses, then you will not be entitled to this credit. 1040 x tax form How to figure and report the credit. 1040 x tax form The amount of the credit you can get is based on the contributions you make and your credit rate. 1040 x tax form Your credit rate can be as low as 10% or as high as 50%. 1040 x tax form Your credit rate depends on your income and your filing status. 1040 x tax form See Form 8880 to determine your credit rate. 1040 x tax form The maximum contribution taken into account is $2,000 per person. 1040 x tax form On a joint return, up to $2,000 is taken into account for each spouse. 1040 x tax form Figure the credit on Form 8880. 1040 x tax form Report the credit on line 50 of your Form 1040; line 32 of your Form 1040A; or line 47 of your Form 1040NR and attach Form 8880 to your return. 1040 x tax form Prev Up Next Home More Online Publications