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Fill a Valid Iowa Income Tax Template

The Iowa Income Tax form, specifically the 2020 IA 1040, is a document used by residents of Iowa to report their individual income and calculate their state tax obligations. This form requires personal information, income details, and deductions to determine whether you owe taxes or are due a refund. Ready to tackle your Iowa taxes? Click the button below to get started!

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Contents

The Iowa Income Tax form, known as the IA 1040, is a crucial document for individuals filing their state taxes in Iowa. This form is designed to capture essential information about your income, filing status, and any applicable deductions or credits. At the beginning of the form, you will need to provide your personal details, including your Social Security number, name, and mailing address. The form also requires you to select your filing status, which can significantly affect your tax calculations. Options include single, married filing jointly, married filing separately, head of household, and qualifying widow(er). Additionally, the IA 1040 allows you to claim exemptions for yourself, your spouse, and any dependents, which can reduce your taxable income. Throughout the form, you will report various sources of income, such as wages, interest, and business earnings, while also detailing any adjustments to income, such as IRA contributions or health insurance premiums. The form guides you through calculating your total income, determining your tax liability, and identifying any credits you may be eligible for, such as the Iowa earned income tax credit or child and dependent care credit. Finally, you will arrive at your total tax due or refund amount, ensuring you meet the filing deadline and provide the necessary signatures to validate your submission.

Iowa Income Tax Preview

2021 IA 1040 Iowa Individual Income Tax Return

For fiscal year beginning ________/________/________ and ending ________/________/_________

Step 1: Fill in all spaces. You must fill in your Social Security Number (SSN).
Your last name:	Your first name/middle initial:

Spouse’s last name:	Spouse’s first name/middle initial:

Current mailing address (number and street, apartment, lot, or suite number) or PO Box:

City, State, ZIP:

Spouse SSN:

Your SSN:

Step 2 Filing Status: Mark one box only

Single: Were you claimed as a dependent on another person’s Iowa return?

Yes

Email Address:

Married filing a joint return. (Two-income families may benefit by using status 3 or 4.)

Check this box if you or your spouse were 65 or older as of 12/31/21.

Married filing separately on this combined return. Spouse use column B.

Residence on 12/31/21: County No.

School District No.

Married filing separate returns.

Spouse's name:

▲SSN:

Net Income: $

5Head of household with qualifying person. If qualifying person is not claimed as a dependent on this return, enter the person’s name and SSN below.

6	Qualifying widow(er) with dependent child.			Name:						SSN:

Step 3 Exemptions							B. Spouse (Filing Status 3 ONLY)											A. You or Joint
a. Personal Credit: Col. A: Enter 1 (enter 2 if filing status 2 or 5); Col. B: Enter 1 if filing status 3.					.......	▲			X $ 40 =		$			▲				X $ 40 =		$
b. Enter 1 for each taxpayer who is 65 or older and/or 1 for each taxpayer who is blind						▲			X $ 20 =		$			▲				X $ 20 =		$
c. Dependents: Enter 1 for each dependent						▲			X $ 40 =		$			▲				X $ 40 =		$
d. Enter first names of dependents here									e. TOTAL		$ __________							e. TOTAL	$ __________

Step 4 Reportable Social Security benefits as calculated on line 13 of Iowa Social Security Worksheet							B. Spouse/Status 3 ▲								A. You or Joint ▲

					B. Spouse/Status 3					A. You or Joint			B. Spouse/Status 3						A. You or Joint
Step 5		1.	Wages, salaries, tips, etc		1.		.00						.00
Gross		1.	Wages, salaries, tips, etc		1.		.00						.00
Gross		2.	Taxable interest income. If more than $1,500, complete Sch. B		2.
Income		2.			2.			.00					.00
								.00					.00
		3.	Ordinary dividend income. If more than $1,500, complete Sch. B		3.
		3.			3.			.00					.00
								.00					.00
		4.	Taxable alimony received		4.
		4.	Taxable alimony received		4.			.00					.00
								.00					.00

		5.	Business income/(loss). See instructions		5.			.00					.00			NOTE: Use only
								.00					.00			blue or black
		6.	Capital gain/(loss). See instructions		6.
								.00					.00
																ink, no pencils

			Other gains/(losses). See instructions
		7.	Other gains/(losses). See instructions		7.			.00					.00			or red ink.
								.00					.00
		8.	Taxable IRA distributions		8.
		8.	Taxable IRA distributions		8.			.00					.00
								.00					.00
		9.	Taxable pensions and annuities		9.
		9.	Taxable pensions and annuities		9.			.00					.00
								.00					.00
		10.	Rents, royalties, partnerships, estates, etc. See instructions		10.
		10.			10.			.00					.00
								.00					.00
		11.	Farm income/(loss). See instructions		11.
		11.	Farm income/(loss). See instructions		11.			.00					.00
								.00					.00
		12.	Unemployment compensation. See instructions		12.
		12.	Unemployment compensation. See instructions		12.			.00					.00
								.00					.00
		13.	Gambling winnings		13.
		13.	Gambling winnings		13.			.00					.00
								.00					.00
		14.	Other income, bonus depreciation, and section 179 adjustment		14.
		14.			14.			.00					.00
								.00					.00
			Gross Income. Add lines 1-14															▲ ______________
		15.								15.		_________________			.00		.00
		15.								15.		_________________			.00		.00

Step 6		16.	Payments to an IRA, Keogh, or SEP		16.			.00					.00
Adjust-		16.	Payments to an IRA, Keogh, or SEP		16.
Adjust-
ments to		17.	. ...........................................Deductible part of self-employment tax		17.			.00					.00
Income								.00					.00
Income		18.	Health insurance premium		18.			.00					.00
		18.	Health insurance premium		18.

		19.	.............................................Penalty on early withdrawal of savings		19.			.00					.00
								.00					.00
		20.	Alimony paid		20.			.00					.00
								.00					.00
		21.	Pension/retirement income exclusion		21.			.00	▲				.00
		22.	..........................Moving expense deduction from federal form 3903		22.			.00					.00
								.00					.00
		23.	Iowa capital gain deduction. Must include corresponding IA 100		23.				▲
		23.	schedule					.00	▲				.00
		24.	Other adjustments		23.	24.		.00						.00
								.00						.00
		25.	......................................................................................................................Total adjustments. Add lines 16-24								25.					.00		▲			.00
		26.	Net Income. Subtract line 25 from line 15								26.		_________________			.00		▲ ______________			.00

Step 7

Federal

Taxes and Qualified Deduc- tions

27.	Federal income tax refund/overpayment received in 2021	27.		.00		▲		.00
28.	Self-employment/household employment/other federal taxes	28.	.00			▲	.00
29.	Addition for federal taxes. Add lines 27 and 28						29.
30.	Total. Add lines 26 and 29						30.
31.	Federal tax withheld in 2021, federal estimated tax payments made	31.				▲
	in 2021, and federal taxes paid in 2021 for 2020 and prior years	31.	.00				.00
			.00				.00
32.	Qualified business income deduction. 50.0% (.50) of federal	32.				▲
	amount. See instructions	32.			.00				.00
	amount. See instructions				.00				.00
33.	DPAD 199A(g) deduction. 50.0% (.5) of federal amount	33.			.00	▲			.00
34.	............................................................Total federal tax and other qualified deductions. Add lines 31, 32, and 33						34.
35.	Balance. Subtract line 34 from line 30. Enter here and on line 36, page 2						35.

.00.00

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.00	▲		.00

41-001 (10/08/2021)

2021 IA 1040,

Step 8

Taxable

Income


	page 2	B. Spouse/Status 3		A. You or Joint	B. Spouse/Status 3		A. You or Joint
36.	BALANCE. From side 1, line 35			36.	.00		.00
37.	Deduction. Check one box ▲ Itemized.(Include IA Schedule A)	Standard	...........................................	37.		.00 ▲
37.	Deduction. Check one box ▲ Itemized.(Include IA Schedule A)	Standard		37.				.00
38.	TAXABLE INCOME. SUBTRACT line 37 from line 36			38.				.00
38.	TAXABLE INCOME. SUBTRACT line 37 from line 36			38.	______________ .00		________________ .00
					______________ .00		________________ .00

Step 9

Tax,

Credits, and Check- off Contri- butions

39.	Tax from tables or alternate tax	39.	.00	▲	.00
40.	Iowa lump-sum tax. See instructions	40.		▲
40.	Iowa lump-sum tax. See instructions	40.	.00	▲	.00
41.	Iowa alternative minimum tax. Must include IA 6251	41.		▲
41.	Iowa alternative minimum tax. Must include IA 6251	41.	.00	▲	.00
42.	Total tax. ADD lines 39, 40, and 41				42.
					42.
43.	Total exemption credit amount(s) from Step 3, side 1	43.	.00		.00
			.00		.00

44.	Tuition and textbook credit for dependents K-12	44.	.00	▲	.00

45.	Volunteer firefighter/EMS/reserve peace officer credit	45.	.00	▲	.00
46.	Total credits. ADD lines 43, 44, and 45				46.
47.	BALANCE. SUBTRACT line 46 from line 42. If less than zero, enter zero				47.
48.	Credit for nonresident or part-year resident. Must include IA 126 and federal return				48.
49.	BALANCE. SUBTRACT line 48 from 47. If less than zero, enter zero				49.
50.	Out-of-state tax credit. Must include IA 130				50.
51.	BALANCE. SUBTRACT line 50 from 49. If less than zero, enter zero				51.
52.	Other nonrefundable Iowa credits. Must include IA 148 Tax Credits Schedule				52.
53.	BALANCE. SUBTRACT line 52 from line 51. If less than zero, enter zero				53.
54.	School district surtax or EMS surtax. Take percentage from table; multiply by line 53				54.
55.	Total state and local tax. ADD lines 53 and 54				55.

56.TOTAL state and local tax before contributions. Combine columns A and B on line 55 and enter here. ..................................................

57.Contributions will reduce your refund or add to the amount you owe. Amounts must be in whole dollars.

.00.00


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	Fish/Wildlife 57a: ▲				State Fair 57b: ▲	Firefighters/Veterans 57c: ▲				Child Abuse Prevention 57d: ▲			Enter here....		57.			.00
	58. TOTAL STATE AND LOCAL TAX, AND CONTRIBUTIONS. Add line 56 and line 57 and enter here														58.		▲ ________________	.00
Step 10	59.	Iowa Fuel Tax Credit. Must include IA 4136						59.	.00		▲	.00
Credits	59.	Iowa Fuel Tax Credit. Must include IA 4136						59.	.00		▲	.00
	60.	Check One:		Child and Dependent Care Credit			OR
			▲ Early Childhood Development Credit					60.	.00		▲	.00
								60.

											▲
	61.	Iowa earned income tax credit. 15.0% (.15) of federal credit						61.	.00		▲	.00

	62.	Other refundable credits. Include IA 148 Tax Credits Schedule						62.	.00		▲	.00

	63.	Iowa income tax withheld						63.	.00		▲	.00

	64.	Estimated and voucher payments made for tax year 2021						64.	.00		▲	.00

	65.	TOTAL. ADD lines 59 through 64 and enter here						65.	.00		▲	.00
	66.	......................................................................................................TOTAL CREDITS. ADD columns A and B on line 65 and enter here													66.		________________	.00
																	________________	.00
Step 11	67.	If line 66 is more than line 58, subtract line 58 from line 66. This is the amount you overpaid													67.		▲	.00
Refund	67.														67.		▲	.00

	68.	Amount of line 67 to be REFUNDED												REFUND	68.		▲	.00
	68.	Amount of line 67 to be REFUNDED												REFUND	68.		▲	.00
	68a.		Routing number:								68b. Type Checking					Savings
	68a.		Routing number:								68b. Type Checking					Savings

	68c.		Account number:

	69.	Amount of line 67 to be applied to your 2022 estimated tax		69.		.00 ▲		.00
	69.	Amount of line 67 to be applied to your 2022 estimated tax				.00 ▲		.00
Step 12	70.	If line 66 is less than line 58, subtract line 66 from line 58. This is the AMOUNT OF TAX YOU OWE							70.	▲
Pay	70.								70.	▲
Pay	71.	Penalty for underpayment of estimated tax from IA 2210, IA 2210S, or IA 2210F. Check if annualized income method is used. ▲								▲
	71.								71.	▲
	72.	Penalty and interest ▲ 72a. Penalty	.00		▲ 72b. Interest		.00 ADD. Enter total		72.
	73.	TOTAL AMOUNT DUE. ADD lines 70, 71, and 72. Enter here					PAY THIS AMOUNT		73.	▲

.00

Step 13

SIGN HERE

I, the undersigned, declare under penalties of perjury or false certificate, that I have examined this return, and, to the best of my knowledge and belief, it is true, correct, and complete.

		▲

Your signature	Date	Check if deceased	Date of death	Preparer's signature	Date

		▲

Spouse's signature	Date	Check if deceased	Date of death	Preparer's PTIN	Firm's FEIN

Daytime telephone number

This return is due May 2nd, 2022. Sign, enclose W-2s, and verify SSNs. MAILING ADDRESS: Iowa Income Tax Document Processing,

PO BOX 9187, Des Moines IA 50306-9187 Make check payable to Iowa Department of Revenue

41-001 (09/08/2021)

⇓ PDF File

Document Attributes

Fact Name	Details
Form Type	The Iowa Income Tax form for individuals is designated as the IA 1040.
Filing Deadline	The completed form must be submitted by April 30 of the following year.
Governing Law	This form is governed by Iowa Code Chapter 422, which outlines income tax regulations.
Filing Status Options	Taxpayers can choose from six filing statuses, including Single, Married Filing Jointly, and Head of Household.
Exemption Credits	Taxpayers can claim exemption credits based on age and blindness, with specific amounts outlined in the form.

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