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Tax Forms 1040ez

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Tax Forms 1040ez

Tax forms 1040ez Index Symbols 10% additional tax, Early Distributions Tax, Age 59½ Rule, Additional 10% tax 2-year rule SIMPLE IRAs, Two-year rule. Tax forms 1040ez 20% withholding, Other withholding rules. Tax forms 1040ez 5-year rule, 5-year rule. Tax forms 1040ez , Death before required beginning date. Tax forms 1040ez 6% excise tax on excess contributions to Roth IRAs, What if You Contribute Too Much? 60-day period for rollovers, Time Limit for Making a Rollover Contribution A Account balance, IRA account balance. Tax forms 1040ez Additional taxes, What Acts Result in Penalties or Additional Taxes?, Additional 10% tax (see also Penalties) Reporting, Reporting Additional Taxes Adjusted gross income (AGI), Modified adjusted gross income (AGI). Tax forms 1040ez , Modified AGI. Tax forms 1040ez (see also Modified adjusted gross income (AGI)) Retirement savings contributions credit, Adjusted gross income. Tax forms 1040ez Age 50 Contributions, General Limit Age 59 1/2 rule, Age 59½ Rule Age 70 1/2 rule, Age 70½ rule. Tax forms 1040ez Required minimum distributions, Distributions after the required beginning date. Tax forms 1040ez Age limit Traditional IRA, When Can Contributions Be Made? Airline payments, Rollover of Airline Payments Alimony, Alimony and separate maintenance. Tax forms 1040ez Annuity contracts, Annuity or endowment contracts. Tax forms 1040ez Borrowing on, Borrowing on an annuity contract. Tax forms 1040ez Distribution from insurance company, Annuity distributions from an insurance company. Tax forms 1040ez Distribution from IRA account, Distribution of an annuity contract from your IRA account. Tax forms 1040ez Early distributions, Annuity. Tax forms 1040ez Assistance (see Tax help) B Basis Inherited IRAs, IRA with basis. Tax forms 1040ez Roth IRAs, Basis of distributed property. Tax forms 1040ez Traditional IRAs, Cost basis. Tax forms 1040ez Beginning date, required, Distributions after the required beginning date. Tax forms 1040ez Beneficiaries, IRA Beneficiaries, Death before required beginning date. Tax forms 1040ez Change of, Change of beneficiary. Tax forms 1040ez Death of beneficiary, Death of a beneficiary. Tax forms 1040ez Early distributions to, Beneficiary. Tax forms 1040ez Individual as, Beneficiary an individual. Tax forms 1040ez More than one, More than one beneficiary. Tax forms 1040ez , Multiple individual beneficiaries. Tax forms 1040ez Not an individual, Beneficiary not an individual. Tax forms 1040ez Roth IRAs, Distributions to beneficiaries. Tax forms 1040ez Sole beneficiary spouse more than 10 years younger, Sole beneficiary spouse who is more than 10 years younger. Tax forms 1040ez Bond purchase plans Rollovers from, Rollover from bond purchase plan. Tax forms 1040ez Bonds, retirement (see Individual retirement bonds) Broker's commissions, Brokers' commissions. Tax forms 1040ez , Brokers' commissions. Tax forms 1040ez C Change in marital status, Change in marital status. Tax forms 1040ez Change of beneficiary, Change of beneficiary. Tax forms 1040ez Charitable distributions, qualified, Qualified charitable distributions. Tax forms 1040ez Collectibles, Investment in Collectibles, Collectibles. Tax forms 1040ez Community property, Community property laws. Tax forms 1040ez Compensation Alimony, Alimony and separate maintenance. Tax forms 1040ez Defined, What Is Compensation? Nontaxable combat pay, Nontaxable combat pay. Tax forms 1040ez Self-employment, Self-employment loss. Tax forms 1040ez Wages, salaries, etc. Tax forms 1040ez , Wages, salaries, etc. Tax forms 1040ez Conduit IRAs, IRA as a holding account (conduit IRA) for rollovers to other eligible plans. Tax forms 1040ez Contribution limits More than one IRA, More than one IRA. Tax forms 1040ez Contributions Designating the year, Designating year for which contribution is made. Tax forms 1040ez Distributions in same year as, Both contributions for 2013 and distributions in 2013. Tax forms 1040ez Excess (see Excess contributions) Less than maximum, Less Than Maximum Contributions Matching (SIMPLE), Matching contributions. Tax forms 1040ez Nondeductible (see Nondeductible contributions) Not required, Contributions not required. Tax forms 1040ez Qualified reservist repayments, Qualified reservist repayments. Tax forms 1040ez Recharacterizing (see Recharacterization) Retirement savings contributions credit, Eligible contributions. Tax forms 1040ez Roth IRAs, Can You Contribute to a Roth IRA?, Applying excess contributions. Tax forms 1040ez SIMPLE plans, How Are Contributions Made?, How Much Can Be Contributed on Your Behalf? Traditional IRAs, How Much Can Be Contributed?, More Than Maximum Contributions When to contribute, When Can Contributions Be Made? Withdrawing before due date of return, Contributions Returned Before Due Date of Return Conversions From SIMPLE IRAs, Converting from a SIMPLE IRA. Tax forms 1040ez To Roth IRAs, Conversions Credits Retirement savings contributions credit, Retirement Savings Contributions Credit (Saver's Credit), How to figure and report the credit. Tax forms 1040ez D Death of beneficiary, Death of a beneficiary. Tax forms 1040ez Deductions Figuring reduced IRA deduction, How To Figure Your Reduced IRA Deduction Phaseout, Deduction Phaseout Traditional IRAs, How Much Can You Deduct?, Examples — Worksheet for Reduced IRA Deduction for 2013 Deemed IRAs, Reminders, Reminders Defined benefit plans, Defined benefit plan. Tax forms 1040ez Defined contribution plans, Defined contribution plan. Tax forms 1040ez Disabilities, persons with Early distributions to, Disabled. Tax forms 1040ez Distributions After required beginning date, Distributions after the required beginning date. Tax forms 1040ez Age 59 1/2 rule, Age 59½ Rule Beneficiaries (see Beneficiaries) Contributions in same year as, Both contributions for 2013 and distributions in 2013. Tax forms 1040ez Delivered outside U. Tax forms 1040ez S. Tax forms 1040ez , IRA distributions delivered outside the United States. Tax forms 1040ez Figuring nontaxable and taxable amounts, Figuring the Nontaxable and Taxable Amounts From individual retirement accounts, Distributions from individual retirement account. Tax forms 1040ez From individual retirement annuities, Distributions from individual retirement annuities. Tax forms 1040ez Fully or partly taxable, Distributions Fully or Partly Taxable Income from, Income from IRA distributions. Tax forms 1040ez Inherited IRAs (see Inherited IRAs) Insufficient, Excess Accumulations (Insufficient Distributions) Qualified charitable, Qualified charitable distributions. Tax forms 1040ez Qualified HSA funding, One-time qualified HSA funding distribution. Tax forms 1040ez Qualified reservist, Qualified reservist distributions. Tax forms 1040ez Roth IRAs, Are Distributions Taxable?, How Do You Figure the Taxable Part? Ordering rules for, Ordering Rules for Distributions Recapture amount, Figuring your recapture amount. Tax forms 1040ez SIMPLE IRAs, Are Distributions Taxable? Taxable status of, Are Distributions Taxable? Divorce Rollovers by former spouse, Distributions under divorce or similar proceedings (alternate payees). Tax forms 1040ez Transfers incident to, Transfers Incident To Divorce E Early distributions, What Acts Result in Penalties or Additional Taxes?, Early Distributions, Nondeductible contributions. Tax forms 1040ez (see also Penalties) Age 59 1/2 rule, Age 59½ Rule Defined, Early distributions defined. Tax forms 1040ez Disability exception, Disabled. Tax forms 1040ez First-time homebuyers, exception, First home. Tax forms 1040ez Higher education expenses, exception, Higher education expenses. Tax forms 1040ez Medical insurance, exception, Medical insurance. Tax forms 1040ez Roth IRAs, Additional Tax on Early Distributions SIMPLE IRAs, Additional Tax on Early Distributions Tax, Early Distributions Tax Unreimbursed medical expenses, exception, Unreimbursed medical expenses. Tax forms 1040ez Education expenses, Higher education expenses. Tax forms 1040ez Employer and employee association trust accounts, Employer and Employee Association Trust Accounts Employer plans Covered by, Covered by an employer retirement plan. Tax forms 1040ez Year(s) covered, For Which Year(s) Are You Covered? Employer retirement plans, Are You Covered by an Employer Plan? Defined benefit plans, Defined benefit plan. Tax forms 1040ez Defined contribution plans, Defined contribution plan. Tax forms 1040ez Effect of modified AGI on deduction (Table 1-2), Table 1-2. Tax forms 1040ez Effect of Modified AGI1 on Deduction if You Are Covered by a Retirement Plan at Work Limit if covered by, Limit if Covered by Employer Plan Prohibited transactions, Trust account set up by an employer or an employee association. Tax forms 1040ez Endowment contracts (see Annuity contracts) Estate tax, Estate tax. Tax forms 1040ez Deduction for inherited IRAs, Federal estate tax deduction. Tax forms 1040ez Excess accumulations, Excess Accumulations (Insufficient Distributions), Make up of shortfall in distribution. Tax forms 1040ez Roth IRAs, Distributions After Owner's Death Excess contributions, Excess Contributions Closed tax year, Closed tax year. Tax forms 1040ez Deducted in earlier year, Excess contribution deducted in an earlier year. Tax forms 1040ez Deducting in a later year, Deducting an Excess Contribution in a Later Year Due to incorrect rollover information, Excess due to incorrect rollover information. Tax forms 1040ez Recharacterizing, Recharacterizing excess contributions. Tax forms 1040ez Roth IRAs, What if You Contribute Too Much? Tax, Excess Contributions Tax Withdrawn after due date of return, Excess Contributions Withdrawn After Due Date of Return Withdrawn by due date of return, Excess Contributions Withdrawn by Due Date of Return Exempt transactions, Exempt Transactions Exxon Valdez settlement income, Rollover of Exxon Valdez Settlement Income , Rollover of Exxon Valdez Settlement Income F Failed financial institutions, Failed financial institutions. Tax forms 1040ez Federal judges, Federal judges. Tax forms 1040ez Fiduciaries Prohibited transactions, Fiduciary. Tax forms 1040ez Filing before IRA contribution is made, Filing before a contribution is made. Tax forms 1040ez Filing status, Filing Status Deduction phaseout and, Filing status. Tax forms 1040ez Firefighters, volunteer, Volunteer firefighters. Tax forms 1040ez First-time homebuyers, First home. Tax forms 1040ez Five-year rule (see 5-year rule) Form 1040 Modified AGI calculation from, Form 1040. Tax forms 1040ez , Form 1040NR. Tax forms 1040ez Form 1040A Modified AGI calculation from, Form 1040A. Tax forms 1040ez Form 1099-R, Reporting and Withholding Requirements for Taxable Amounts Distribution code 1 used on, Form 5329 not required. Tax forms 1040ez Letter codes used on, Letter codes. Tax forms 1040ez Number codes used on, Number codes. Tax forms 1040ez Withdrawal of excess contribution, Form 1099-R. Tax forms 1040ez Form 5329, Additional 10% tax, Reporting the tax. Tax forms 1040ez , Reporting Additional Taxes Recapture tax, Recapture tax for changes in distribution method under equal payment exception. Tax forms 1040ez Form 8606, Form 8606. Tax forms 1040ez , Form 8606. Tax forms 1040ez , Reporting your nontaxable distribution on Form 8606. Tax forms 1040ez , Figuring the Nontaxable and Taxable Amounts Failure to file, penalty, Penalty for failure to file Form 8606. Tax forms 1040ez Form 8880, How to figure and report the credit. Tax forms 1040ez Form W-2 Employer retirement plans, Are You Covered by an Employer Plan? Free tax services, Free help with your tax return. Tax forms 1040ez Frozen deposits, Frozen deposit. Tax forms 1040ez Full-time student Retirement savings contributions credit, Full-time student. Tax forms 1040ez H Help (see Tax help) Higher education expenses, Higher education expenses. Tax forms 1040ez How to Set up an IRA, How Can a Traditional IRA Be Opened? Treat withdrawn contributions, How to treat withdrawn contributions. Tax forms 1040ez HSA funding distributions, qualified, One-time qualified HSA funding distribution. Tax forms 1040ez I Individual retirement accounts, Individual Retirement Account Distributions from, Distributions from individual retirement account. Tax forms 1040ez Individual retirement annuities, Individual Retirement Annuity Distributions from, Distributions from individual retirement annuities. Tax forms 1040ez Individual retirement arrangements (IRAs) How to set up, How Can a Traditional IRA Be Opened? When to set up, When Can a Traditional IRA Be Opened? Individual retirement bonds, Individual Retirement Bonds Cashing in, Cashing in retirement bonds. Tax forms 1040ez Inherited IRAs, What if You Inherit an IRA?, More information. Tax forms 1040ez Rollovers, Inherited IRAs. Tax forms 1040ez Insufficient distributions, Excess Accumulations (Insufficient Distributions) Interest on IRA, Reminders Investment in collectibles Collectibles defined, Collectibles. Tax forms 1040ez Exception, Exception. Tax forms 1040ez K Kay Bailey Hutchison Spousal IRAs Contribution limits, Kay Bailey Hutchison Spousal IRA Limit Deductions, Kay Bailey Hutchison Spousal IRA. Tax forms 1040ez Roth IRA contribution limits, Can you contribute to a Roth IRA for your spouse? Keogh plans Rollovers from, Keogh plans and rollovers. Tax forms 1040ez L Last-in first-out rule, Last-in first-out rule. Tax forms 1040ez Life expectancy, Life expectancy. Tax forms 1040ez Life insurance, Life insurance contract. Tax forms 1040ez Losses Roth IRAs, Recognizing Losses on Investments Traditional IRAs, Recognizing Losses on Traditional IRA Investments M Marital status, change in, Change in marital status. Tax forms 1040ez Matching contributions (SIMPLE), Matching contributions. Tax forms 1040ez Medical expenses, unreimbursed, Unreimbursed medical expenses. Tax forms 1040ez Medical insurance, Medical insurance. Tax forms 1040ez Military death gratuities, Military Death Gratuities and Servicemembers' Group Life Insurance (SGLI) Payments Minimum distribution (see Required minimum distribution) Missing children, photographs of, Reminders Modified adjusted gross income (AGI) Employer retirement plan coverage and deduction (Table 1-2), Table 1-2. Tax forms 1040ez Effect of Modified AGI1 on Deduction if You Are Covered by a Retirement Plan at Work Figuring (Worksheet 1-1), Worksheet 1-1. Tax forms 1040ez Figuring Your Modified AGI No employer retirement plan coverage and deduction (Table 1-3), Table 1-3. Tax forms 1040ez Effect of Modified AGI1 on Deduction if You Are NOT Covered by a Retirement Plan at Work Roth IRAs, Modified AGI. Tax forms 1040ez Effect on contribution amount (Table 2-1), Table 2-1. Tax forms 1040ez Effect of Modified AGI on Roth IRA Contribution More than one beneficiary, More than one beneficiary. Tax forms 1040ez More than one IRA, More than one IRA. Tax forms 1040ez Recharacterization, More than one IRA. Tax forms 1040ez Required minimum distribution, More than one IRA. Tax forms 1040ez N Nondeductible contributions, Nondeductible Contributions, Nondeductible contributions. Tax forms 1040ez Failure to report, Failure to report nondeductible contributions. Tax forms 1040ez Overstatement penalty, Penalty for overstatement. Tax forms 1040ez Notice Qualified employer plan to provide prior to rollover distribution, Written explanation to recipients. Tax forms 1040ez Rollovers, Rollover notice. Tax forms 1040ez P Partial rollovers, Partial rollovers. Tax forms 1040ez , Partial rollover. Tax forms 1040ez Penalties, What Acts Result in Penalties or Additional Taxes?, Form 5329 not required. Tax forms 1040ez Early distributions, Early Distributions, Nondeductible contributions. Tax forms 1040ez Excess accumulations, Excess Accumulations (Insufficient Distributions), Make up of shortfall in distribution. Tax forms 1040ez Excess contributions, Excess Contributions Roth IRAs, What if You Contribute Too Much? Exempt transactions, Exempt Transactions, Services received at reduced or no cost. Tax forms 1040ez Failure to file Form 8606, Penalty for failure to file Form 8606. Tax forms 1040ez Overstatement of nondeductible contributions, Penalty for overstatement. Tax forms 1040ez Prohibited transactions, Prohibited Transactions, Services received at reduced or no cost. Tax forms 1040ez Reporting, Reporting Additional Taxes SIMPLE IRAs, Additional Tax on Early Distributions Phaseout of deduction, Deduction Phaseout Pledging account as security, Pledging an account as security. Tax forms 1040ez Prohibited transactions, Prohibited Transactions, Services received at reduced or no cost. Tax forms 1040ez Taxes on, Taxes on prohibited transactions. Tax forms 1040ez Publications (see Tax help) Q Qualified charitable distributions, Qualified charitable distributions. Tax forms 1040ez Qualified domestic relations orders (QDROs), Qualified domestic relations order. Tax forms 1040ez Qualified settlement income, Rollover of Exxon Valdez Settlement Income , Rollover of Exxon Valdez Settlement Income R Recapture tax Changes in distribution method, Recapture tax for changes in distribution method under equal payment exception. Tax forms 1040ez Receivership distributions, Receivership distributions. Tax forms 1040ez Recharacterization, Recharacterizations, More than one IRA. Tax forms 1040ez Determining amount of net income due to contribution and total amount to be recharacterized (Worksheet 1-3), Worksheet 1-3. Tax forms 1040ez Determining the Amount of Net Income Due To an IRA Contribution and Total Amount To Be Recharacterized Reporting, Reporting a Recharacterization SIMPLE employer contributions, Recharacterizing employer contributions. Tax forms 1040ez Timing of, Timing. Tax forms 1040ez Reconversion, Reconversions Recordkeeping requirements Traditional IRAs, Nondeductible Contributions Reporting Additional taxes, Reporting Additional Taxes Deductible contributions, Reporting Deductible Contributions Nontaxable distribution on Form 8606, Reporting your nontaxable distribution on Form 8606. Tax forms 1040ez Recharacterization, Reporting a Recharacterization Rollovers From employer plans, Reporting rollovers from employer plans. Tax forms 1040ez From IRAs, Reporting rollovers from IRAs. Tax forms 1040ez Taxable amounts, Reporting and Withholding Requirements for Taxable Amounts Taxable distributions, Reporting taxable distributions on your return. Tax forms 1040ez Required beginning date, Distributions after the required beginning date. Tax forms 1040ez Required minimum distribution, Reminders, When Must You Withdraw Assets? (Required Minimum Distributions), Annuity distributions from an insurance company. Tax forms 1040ez Distribution period, Distribution period. Tax forms 1040ez During lifetime, Distributions during your lifetime. Tax forms 1040ez Figuring, Figuring the Owner's Required Minimum Distribution For beneficiary, Figuring the Beneficiary's Required Minimum Distribution Table to use, Which Table Do You Use To Determine Your Required Minimum Distribution? In year of owner's death, Distributions in the year of the owner's death. Tax forms 1040ez Installments allowed, Installments allowed. Tax forms 1040ez More than one IRA, More than one IRA. Tax forms 1040ez Sole beneficiary spouse who is more than 10 years younger, Sole beneficiary spouse who is more than 10 years younger. Tax forms 1040ez Reservists, Reservists. Tax forms 1040ez Qualified reservist distribution, Qualified reservist distributions. Tax forms 1040ez Qualified reservist repayments, Qualified reservist repayments. Tax forms 1040ez Retirement bonds (see Individual retirement bonds) Retirement savings contributions credit, Retirement Savings Contributions Credit (Saver's Credit), How to figure and report the credit. Tax forms 1040ez Rollovers, Rollovers, Reporting rollovers from employer plans. Tax forms 1040ez Airline payments, Rollover of Airline Payments Amount, Amount. Tax forms 1040ez Choosing an option (Table 1-5), Table 1-5. Tax forms 1040ez Comparison of Payment to You Versus Direct Rollover Completed after 60-day period, Rollovers completed after the 60-day period. Tax forms 1040ez Conduit IRAs, IRA as a holding account (conduit IRA) for rollovers to other eligible plans. Tax forms 1040ez Direct rollover option, Direct rollover option. Tax forms 1040ez Extension of period, Extension of rollover period. Tax forms 1040ez From bond purchase plan, Rollover from bond purchase plan. Tax forms 1040ez From employer's plan into a Roth IRA, Rollover From Employer's Plan Into a Roth IRA From employer's plan into an IRA, Rollover From Employer's Plan Into an IRA From Keogh plans, Keogh plans and rollovers. Tax forms 1040ez From one IRA into another, Rollover From One IRA Into Another From Roth IRAs, Rollover From a Roth IRA From traditional IRA, Kinds of rollovers from a traditional IRA. Tax forms 1040ez Inherited IRAs, Inherited IRAs. Tax forms 1040ez Nonspouse beneficiary, Rollover by nonspouse beneficiary. Tax forms 1040ez Notice, Rollover notice. Tax forms 1040ez Partial, Partial rollovers. Tax forms 1040ez , Partial rollover. Tax forms 1040ez SIMPLE IRAs, Rollovers and Transfers Exception Tax treatment of rollover from traditional IRA to eligible retirement plan other than an IRA, Tax treatment of a rollover from a traditional IRA to an eligible retirement plan other than an IRA. Tax forms 1040ez Time limit, Time Limit for Making a Rollover Contribution To Roth IRAs, Conversion methods. Tax forms 1040ez To traditional IRA, Kinds of rollovers to a traditional IRA. Tax forms 1040ez Waiting period between, Waiting period between rollovers. Tax forms 1040ez , No waiting period between rollovers. Tax forms 1040ez Withholding (see Withholding) Roth IRAs, Roth IRAs, Distributions After Owner's Death Age limit, Is there an age limit for contributions? Contribution limit reduced, Contribution limit reduced. Tax forms 1040ez Contributions, Can You Contribute to a Roth IRA?, Applying excess contributions. Tax forms 1040ez Timing of, When Can You Make Contributions? To traditional IRAs and to Roth IRAs, Roth IRAs and traditional IRAs. Tax forms 1040ez Conversion, Converting From Any Traditional IRA Into a Roth IRA, Conversion by rollover from traditional to Roth IRA. Tax forms 1040ez , Recharacterizing to a SEP IRA or SIMPLE IRA. Tax forms 1040ez , Conversions Defined, What Is a Roth IRA? Distributions, Are Distributions Taxable?, How Do You Figure the Taxable Part? After death of owner, Distributions After Owner's Death Insufficient, Distributions After Owner's Death Ordering rules for, Ordering Rules for Distributions Early distributions, Additional Tax on Early Distributions Excess accumulations, Distributions After Owner's Death Excess contributions, What if You Contribute Too Much? Figuring taxable part, How Do You Figure the Taxable Part? Losses, Recognizing Losses on Investments Modified AGI Effect on contribution amount (Table 2-1), Table 2-1. Tax forms 1040ez Effect of Modified AGI on Roth IRA Contribution Figuring (Worksheet 2-1), Worksheet 2-1. Tax forms 1040ez Modified Adjusted Gross Income for Roth IRA Purposes Rollovers from, Rollover From a Roth IRA Setting up, When Can a Roth IRA Be Opened? Spouse, Can you contribute to a Roth IRA for your spouse? Traditional IRAs converted into, Converting From Any Traditional IRA Into a Roth IRA Withdrawing or using assets, Must You Withdraw or Use Assets? S Salary reduction arrangement, What Is a SIMPLE Plan? Savings Incentive Match Plans for Employees (see SIMPLE IRAs) Section 501(c)(18) plan, General Limit, Kay Bailey Hutchison Spousal IRA Limit Self-employed persons Deductible contributions, Self-employed. Tax forms 1040ez Income of, Self-employment income. Tax forms 1040ez SIMPLE plans, Self-employed individual. Tax forms 1040ez SEP IRAs Recharacterizing to, Recharacterizing to a SEP IRA or SIMPLE IRA. Tax forms 1040ez Separated taxpayers Filing status of, Lived apart from spouse. Tax forms 1040ez Servicemembers group life insurance, Military Death Gratuities and Servicemembers' Group Life Insurance (SGLI) Payments Services received at reduced or no cost, Services received at reduced or no cost. Tax forms 1040ez SIMPLE IRAs, Savings Incentive Match Plans for Employees (SIMPLE), Two-year rule. Tax forms 1040ez Contributions, How Are Contributions Made?, How Much Can Be Contributed on Your Behalf? Conversion from, Converting from a SIMPLE IRA. Tax forms 1040ez Distributions, Are Distributions Taxable? Early distributions, , Additional Tax on Early Distributions Eligible employees, Eligible Employees Penalties, Additional Tax on Early Distributions Recharacterizing to, Recharacterizing to a SEP IRA or SIMPLE IRA. Tax forms 1040ez Rollovers, Rollovers and Transfers Exception Salary reduction contribution limits, Salary reduction contributions limit. Tax forms 1040ez Self-employed persons, Self-employed individual. Tax forms 1040ez SIMPLE plan, defined, What Is a SIMPLE Plan? Traditional IRA, mistakenly moved to, Traditional IRA mistakenly moved to SIMPLE IRA. Tax forms 1040ez , Traditional IRA mistakenly moved to SIMPLE IRA. Tax forms 1040ez Two-year rule, Two-year rule. Tax forms 1040ez Withdrawing or using assets, When Can You Withdraw or Use Assets? Simplified employee pensions (SEPs), Simplified Employee Pension (SEP) Social Security recipients, Social Security Recipients Spousal IRAs (see Kay Bailey Hutchison Spousal IRAs or Inherited IRAs) Students Education expenses, Higher education expenses. Tax forms 1040ez Retirement savings contributions credit, Full-time student. Tax forms 1040ez Surviving spouse, Surviving spouse. Tax forms 1040ez , Surviving spouse. Tax forms 1040ez Rollovers by, Distributions received by a surviving spouse. Tax forms 1040ez T Tables Modified AGI Employer retirement plan coverage and deduction (Table 1-2), Table 1-2. Tax forms 1040ez Effect of Modified AGI1 on Deduction if You Are Covered by a Retirement Plan at Work No employer retirement plan coverage and deduction (Table 1-3), Table 1-3. Tax forms 1040ez Effect of Modified AGI1 on Deduction if You Are NOT Covered by a Retirement Plan at Work Roth IRAs, effect on contribution (Table 2-1), Table 2-1. Tax forms 1040ez Effect of Modified AGI on Roth IRA Contribution Rollover vs. Tax forms 1040ez direct payment to taxpayer (Table 1-5), Table 1-5. Tax forms 1040ez Comparison of Payment to You Versus Direct Rollover Using this publication (Table I-1), Table I-1. Tax forms 1040ez Using This Publication Tax advantages of IRAs, What are some tax advantages of an IRA? Tax credits Retirement savings contributions credit, Retirement Savings Contributions Credit (Saver's Credit), How to figure and report the credit. Tax forms 1040ez Tax help, How To Get Tax Help Tax year, Tax year. Tax forms 1040ez Tax-sheltered annuities Rollovers from, Distribution from a tax-sheltered annuity. Tax forms 1040ez Traditional IRAs, Traditional IRAs, Form 5329 not required. Tax forms 1040ez Age 59 1/2 rule, Age 59½ Rule Contribution limits, How Much Can Be Contributed?, More Than Maximum Contributions Contributions, How Much Can Be Contributed?, More Than Maximum Contributions Due date, Contributions must be made by due date. Tax forms 1040ez To Roth IRAs and to traditional IRAs, Roth IRAs and traditional IRAs. Tax forms 1040ez Converting into Roth IRA, Converting From Any Traditional IRA Into a Roth IRA Cost basis, Cost basis. Tax forms 1040ez Deductions, How Much Can You Deduct?, Examples — Worksheet for Reduced IRA Deduction for 2013 Defined, Introduction Disclosures, Required Disclosures Excess contributions, Excess Contributions Inherited IRAs, What if You Inherit an IRA?, More information. Tax forms 1040ez Loss of IRA status, Loss of IRA status. Tax forms 1040ez Losses, Recognizing Losses on Traditional IRA Investments Mistakenly moved to SIMPLE IRA, Traditional IRA mistakenly moved to SIMPLE IRA. Tax forms 1040ez , Traditional IRA mistakenly moved to SIMPLE IRA. Tax forms 1040ez Recordkeeping, Nondeductible Contributions Reduced IRA deduction for 2013, Examples — Worksheet for Reduced IRA Deduction for 2013 Rollovers (see Rollovers) Setting up, Who Can Open a Traditional IRA?, Required Disclosures Social Security recipients, Social Security Recipients Transfers, Can You Move Retirement Plan Assets? Types of, Kinds of traditional IRAs. Tax forms 1040ez Withdrawing or using assets, When Can You Withdraw or Use Assets?, Excess Contributions Tax Transfers, Can You Move Retirement Plan Assets? Divorce, Transfers Incident To Divorce To Roth IRAs, Transfers to Roth IRAs. Tax forms 1040ez , Can You Move Amounts Into a Roth IRA? Trustee to trustee, Trustee-to-Trustee Transfer, Conversion methods. Tax forms 1040ez Trustee-to-trustee transfers, Trustee-to-Trustee Transfer To Roth IRAs, Conversion methods. Tax forms 1040ez Trustees' fees, Trustees' fees. Tax forms 1040ez , Trustees' fees. Tax forms 1040ez Trusts As beneficiary, Trust as beneficiary. Tax forms 1040ez TTY/TDD information, How To Get Tax Help Two-year rule SIMPLE IRAs, Two-year rule. Tax forms 1040ez U Unreimbursed medical expenses, Unreimbursed medical expenses. Tax forms 1040ez V Volunteer firefighters, Volunteer firefighters. Tax forms 1040ez W Withdrawing or using assets Contribution withdrawal, before due date of return, Contributions Returned Before Due Date of Return Roth IRAs, Must You Withdraw or Use Assets? SIMPLE IRAs, When Can You Withdraw or Use Assets? Traditional IRAs, When Can You Withdraw or Use Assets?, Excess Contributions Tax Withholding, Reporting and Withholding Requirements for Taxable Amounts, Withholding. Tax forms 1040ez Direct rollover option, Withholding. Tax forms 1040ez Eligible rollover distribution paid to taxpayer, Withholding requirement. Tax forms 1040ez Worksheets Figuring amount of net income due to IRA contribution and total amount to be recharacterized (Worksheet 1-3), Worksheet 1-3. Tax forms 1040ez Determining the Amount of Net Income Due To an IRA Contribution and Total Amount To Be Recharacterized Figuring modified AGI (Worksheet 1-1), Worksheet 1-1. Tax forms 1040ez Figuring Your Modified AGI Roth IRAs Figuring modified AGI (Worksheet 2-1), Worksheet 2-1. Tax forms 1040ez Modified Adjusted Gross Income for Roth IRA Purposes Prev  Up     Home   More Online Publications
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Pay Taxes by Electronic Funds Withdrawal

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Features and Benefits of Electronic Funds Withdrawal:

  • It's convenient. Individual and business filers can e-file and e-pay in a single step.
  • It's free, but check with your financial institution about any fees it may charge.
  • It’s safe and secure. Payment information is used only for the tax payment(s) authorized.
  • Bank account information is safeguarded.
  • Payment information will not be disclosed for any reason other than for processing authorized payment transactions.
  • Form 1040 family, Form 1120 series, Form(s) 2350, 4868, 7004, 8868 and 990-PF can be e-filed early and, at the same time, have an Electronic Funds Withdrawal (EFW) scheduled for settlement on a future date, up to and including the return due date.
  • For Form(s) 720, 940, 941, 943, 944, 945 and 2290 the electronic payment will be effective (i.e., settled) on the date the return or form is e-filed.
  • After the return due date, the effective date for EFW payments is the date the return or form is successfully transmitted.
  • New for Filing Season 2014 - Up to four quarterly payments can be submitted with Form(s) 990-PF, 1041 (1041-ES) and 1120/1120-F/1120-S/1120-POL.
  • Up to four Form 1040-ES estimated tax payments for TY 2014 may be submitted with the TY 2013 e-filed return, regardless if the TY 2013 return has a balance due or not. 
    • A separate payment record is required for each (business or individual) estimated payment. 
    • The bank account information can be the same or different for each payment entered.

How to Make an Electronic Funds Withdrawal Payment:

  • Use Free File, commercial software or a paid preparer, to e-file your federal tax return, and at the same time, use EFW to make your payment(s). 
     
  • Upon selection of the electronic funds withdrawal option, a payment record will display for entry of payment information (see EFW Payment Record Item and Instructions table below).
    • Enter your financial institution's routing transit number and account number. Check with your financial institution to confirm these numbers.
    • Select the type of account from which the payment is to be debited (checking or savings).
    • Enter the amount of your payment. A single payment cannot equal or exceed $100 million.
  • Penalty and/or interest can be added to your balance due payment.  Some commercial software will compute these amounts or they can be computed manually.  Or you can wait and be billed for any applicable penalty and/or interest you may owe. 
  • Electronic funds withdrawal payments cannot be initiated after the return or form is filed.
  • You cannot make Federal Tax Deposits using the EFW payment option. For payment options for making Federal Tax Deposits, please refer to the Tax Form Instructions for that respective form.

 

EFW Payment Record Item and Instructions
Item Instructions
Primary SSN This is the social security number of the first person listed on the return.  Note: For Business Return/Forms an Employer Identification Number would be entered instead of an SSN.
Secondary SSN If applicable, this is the social security number of the second person listed on the return.
Routing Transit Number The first two digits of the routing number must be 01 through 12 or 21 through 32. Do not use a deposit slip to verify the number because it may contain internal routing numbers that are not part of the actual routing number. On the sample check below, the routing number is 250250025.
Bank Account Number The account number can be up to 17 digits. Omit hyphens, spaces, and special symbols. Enter the number from left to right and leave any unused boxes blank. On the sample check below, the account number is 20202086. Do not to include the check number.
Type of Account The type of account can either be savings or checking. Many credit unions don't allow an electronic funds withdrawal from a savings account. Please check with your financial institution for further details.
Amount of Tax Payment Enter the amount you want withdrawn from your bank account. Depending on the software used payments should be in whole dollars or dollars and cents. Employment and excise tax payments and payments made using Modernized e-File software should be made in dollars and cents. 
Tax Type Code The commercial software used will display all values allowed for this field (e.g., 10401, 22901).
Requested Payment Date Enter the date you would like funds to be withdrawn from your bank account in the format: YYYYMMDD (e.g., 20140415).
Taxpayer's Daytime Telephone Number Enter a telephone number where you can be reached Monday through Friday between the hours of 8 a.m.and 5:30 p.m. This number will only be used to contact you if there is a problem with your payment information. (Note: for foreign telephone numbers, enter the first 10 digits. The complete number will be retrieved from the return, if IRS needs to reach you.

Sample Check:

Facts You Need to Know:

  • This transaction authorizes the U.S. Department of the Treasury (through a Treasury Financial Agent) to transfer the specified payment amount from the specified bank account to the Treasury’s account.
  • “IRS USA Tax Payment,”  "IRS USA Tax Pymt," or something similar will be shown on your bank statement as proof of payment. 
  • If the payment date requested is a weekend or bank holiday, the payment will be withdrawn on the next business day. In that case, your bank may put a hold on those funds, and treat it as a pending transaction.
  • The payment amount will be debited in a single transaction. No recurring or partial withdrawals will be made.

Cancellations, Errors and Questions:

  • Once your return is accepted, information pertaining to your payment, such as account information, payment date or amount, cannot be changed. If changes are needed, the only option is to cancel the payment and choose another payment method.
  • Call IRS e-file Payment Services at 1-888-353-4537 to inquire about or cancel a payment, or to report problems such as bank closures, lost or stolen bank account numbers, closed bank accounts, or unauthorized transactions. If calling to inquire about your payment, wait 7 to 10 days after your return was accepted before calling. Customer Service is available 24/7.
  • Cancellation requests must be received no later than 11:59 p.m. ET two business days prior to the scheduled payment date.
  • If a payment is returned by your financial institution (e.g., due to insufficient funds, incorrect account information, closed account, etc.) the IRS will mail a notification letter to the address we have on file for you, explaining why the payment could not be processed, and providing alternate payment options. For questions regarding the letter, please call 1-888-353-4537.
  • In the event your financial institution is unable to process your payment request, you will be responsible for making other payment arrangements, and for any penalties and interest incurred.
  • Contact the IRS immediately at 1-800-829-1040 if there is an error in the amount withdrawn.
  • In the event Treasury causes an incorrect amount of funds to be withdrawn from a bank account, Treasury will return any improperly transferred funds.

Additional information is available in the articles below:

Electronic Funds Withdrawal and Credit or Debit Card Payment Options for Individuals

Electronic Funds Withdrawal and Credit or Debit Card Payment Options for Businesses

Pay Taxes by Credit or Debit Card

Electronic Federal Tax Payment System (EFTPS)

Download IRS Forms and Instructions

Electronic Payment Options Home Page

Page Last Reviewed or Updated: 13-Dec-2013

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