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Do You Qualify to File IRS Income Tax Form 1040EZ?

By Edited Jan 21, 2016 4 3

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That time of year has rolled around again. I'm not talking about spring flowers being in bloom or the birds and bees and the rest of nature coming out of hibernation from the long cold winter. I'm talking about the time of year that many people dread each year. Its income tax time again, time to pay your federal tax. Fortunately, for some individuals, filing your IRS tax forms may not have to be as difficult as you may think. Tax form 1040EZ is a relatively simple, one page version of form 1040. However there are requirements as to who qualifies to file the 1040EZ tax form. Below I have listed the basic requirements that are provided in the IRS instructions for completing the form. The 1040EZ form and instructions are available at www.IRS.gov in the Forms and Publications section and can be downloaded or printed in PDF format.

Below is a list of the basic requirements as provide by the IRS instructions. You must be able to meet "ALL" of these items to qualify to file the form 1040EZ.

1. Your filing status is single or married filing jointly

2. You do not claim any dependents

3. You do not claim any adjustments to income

4. You claim only the earned income credit and the making work pay credit

5. You (and your spouse if filing a joint return) were under age 65 and not blind at the end of 2009. If you were born on January 1, 1945, you are considered to be age 65 at the end of 2009 and cannot use form 1040EZ.

6. Your taxable income (line 6 of Form 1040EZ) is less than $100,000.

7. You had only wages, salaries, tips, taxable scholarship or fellowship grants, unemployment compensation, or Alaska Permanent Find dividends, and your taxable interest was not over $1,500.

8. If you earned tips, they are included in

boxes 5
and 7 of your Form W-2.

9. You did not receive any advance earned income credit payments.

10. You do not owe any household employment taxes on wages you paid to a household employee.

11. You are not a debtor in a chapter 11 bankruptcy case filed after October 16, 2005.

12. You are not claiming the additional standard deduction for real estate taxes, net disaster losses, or qualified motor vehicle taxes.

Most people will not have every one of the items listed, such as number 4 above. This item simply means that if you are claiming a credit other than the earned income credit or the making work pay credit, you must file a different form for your return. If you are not filing for any credits you still qualify to file the form 1040EZ.


Filing you federal income taxes need not be a stressful time. If you do not feel comfortable completing and filing your federal or state income tax return, there are professional services available to help take the worry of completing the tax forms away.



Mar 5, 2010 12:03pm
Very, very useful tax info
Mar 13, 2010 1:13pm
Well done article with helpful advice.
Apr 13, 2010 1:18pm
Thank you for sharing your tax wisdom on the 1040EZ form.
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