Iowa Form IA 1040 (Individual Income Tax Return) (2024)

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Individual Income Tax Return
Form IA 1040
2023 IA 1040Iowa Individual Income Tax Returntax.iowa.govStep 1: You must fill in yourSocial Security Number (SSN)For fiscal or short year filerstoMMDDYYYYMCheck the box if thisis an amended returnMDDYYYYLast NameFirst NameMISpouse’s Last NameSpouse’s First NameSocial Security Number (SSN)Spouse’s SocialSecurity Number (SSN)MICurrent mailing address (number, street, apartment, lot, or suite number) or PO BoxCityStateUse Residenceas of 12/31/23:ZIPCounty No.School District No.Step 2: Filing status from federal 1040.Mark one box onlyYes1.Single: Were you claimed on another person’s Iowa return?2.Married filing jointly3.Married filing separately. Enter your spouse’s informationabove. Spouse’s net income:...........................................................................................4.Head of household. Enter qualifying person’s information on Page 25.Qualifying surviving spouse with dependent child.Enter dependent’s information on Page 2.Personal Credit: Enter 1 (enter 2 if filing status 2 or 4)............................................b.Enter 1 for each taxpayer 65 or older and/or 1 for eachtaxpayer who is blind................................................................................................You are blindx $40 =00x $20 =00Spouse is 65 or olderc.Dependents: Enter 1 for each dependent.List dependents below..............................................................................................d.Total. Add lines a, b and c.........................................................................................................................41-001a (08/16/2023)00Enter Dollars and Centsa.You are 65 or older3Step 3: ExemptionsCheck if:Nox $40 =Spouse is blind00002023 IA 1040, Page 2Taxpayer’s SSNTaxpayer’s NameDependent’s first nameDependent’s last nameDependent’s SSNRelationship to youEnter Dollars and CentsStep 4: Iowa Taxable Income1.Federal total income..........................................................................................................................2.Federal taxable income.....................................................................................................................3.Net Iowa modifications from IA 1040 Schedule 1, line 22.................................................................4.Iowa taxable income. Add lines 2 and 3............................................................................................Step 5: Tax, Nonrefundable Credits, andCheckoff contributionsCheck if using alternate tax (line 5), tax reductioncalculation (line 12), or low-income exemption5.Iowa Tax from tax rate schedule or alternate tax...............................................................................6.Iowa lump-sum tax. See instructions.................................................................................................7.Total Tax. Add lines 5 and 6...............................................................................................................8.Total exemption credit amount from Step 3.......................................................................................9.Tuition and textbook credit for dependents K-12...............................................................................10. Volunteer firefighter/EMS/reserve peace officer credit......................................................................11. Total Credits. Add lines 8, 9, and 10..................................................................................................12. BALANCE. Subtract line 11 from line 7. If less than zero, enter zero...............................................13. Nonresident or part-year resident credit. Include IA 126...................................................................14. BALANCE. Subtract line 13 from line 12...........................................................................................15. Out-of-State tax credit. Include IA 130..............................................................................................16. BALANCE. Subtract line 15 from line 14...........................................................................................17. Other nonrefundable Iowa credits. Include IA 148............................................................................18. BALANCE. Subtract line 17 from line 16...........................................................................................19. School district surtax or EMS surtax. Multiply line 18 by the percentage from table.........................20. Total state tax and local surtax..........................................................................................................100200300400500600700800900 1000 1100 1200 1300 1400 1500 1600 1700 1800 1900 2000 2100 220021. Contributions will reduce your refund or add to the amount you owe.Fish/Wildlife00StateFair00Firefighters/Veterans00Child AbusePrevention00Enter total here........................22. TOTAL STATE TAX, LOCAL TAX, AND CONTRIBUTIONS. Add lines 20 and 21............................41-001b (08/16/2023)2023 IA 1040, Page 3Taxpayer’s SSNTaxpayer’s NameEnter Dollars and CentsStep 6: Refundable Credits and Payments23. Iowa Fuel Tax Credit. Include IA 4136 Iowa Fuel Tax Credit ............................................................24. Check one:Child and Dependent Care CreditEarly Childhood Development Credit 2300 2400 2500 2600 2700 2800 2900 3000 3100 3200OR.........................25. Iowa Earned Income Tax Credit........................................................................................................26. Other refundable credits. Include IA 148...........................................................................................27. Composite and PTET credit. Include IA Schedule CC......................................................................28. Iowa income tax withheld..................................................................................................................29. Estimated and other payments made for tax year 2023....................................................................30. TOTAL. Add lines 23 through 29.......................................................................................................Step 7: Refund31. If line 30 is more than line 22, subtract line 22 from line 30; otherwise, go to line 3432. Amount of line 31 to be REFUNDEDa.Routing Numberb.Account Numberc. AccountType33. Amount of line 31 to be applied to your 2024 estimated tax.............................................................CheckingSavings 3300 3400 3500 3600 3700Step 8: Amount due34. If line 30 is less than line 22, subtract line 30 from line 22................................................................35. Penalty for underpayment of estimated tax from IA 2210, IA 2210S, or IA 2210F.Check if annualized income (IA 2210AI) or farmer/fisher (IA 2210F) method used36. Penalty and Interest36a. Penalty36b. Interest0000Enter total here.......37. TOTAL AMOUNT DUE. ADD lines 34, 35, and 36.............................................................................41-001c (08/16/2023)2023 IA 1040, Page 4Taxpayer’s SSNTaxpayer’s NameEnter Dollars and CentsIA 1040 Schedule 1AAdditionsIowa Modifications to Federal Total Income1.Interest.....................................................................................2.Dividends..................................................................................3.RESERVED FOR FUTURE USE.............................................4.RESERVED FOR FUTURE USE.............................................5.Social Security Benefits............................................................6.Active Duty Military Pay............................................................7.IRA/Pension/Railroad Retirement Income................................8.Railroad Unemployment Income..............................................9.Bonus Depreciation/Section 179 expenses..............................10. Federal Net Operating Loss prior to 1/1/23. Include IA 124.....11. Other Income............................................................................12. Total modifications to federal total income.Add lines 1 through 11..............................................................BSubtractions10000200003450060070080090000 1000 110000 120000 130013. Net modifications to federal total income.Subtract line 12 column B from A.....................................Iowa Modifications to Federal Taxable Income14. Federal income tax refund or overpayment received in 2023..15. Health insurance deduction. See instructions..........................16. Capital Gains Deduction. Include IA 100..................................17. Iowa Net Operating Loss prior to 1/1/23. Include IA 124..........18. Federal tax paid for prior years................................................19. Other Adjustments....................................................................20. Total modifications to federal taxable income.Add lines 14 through 19........................................................... 1400 1500 1600 1700 1800 190000 200000 2100 220021. Net modifications to federal taxable income. Subtract line 20 column B from A...............................Net Modifications22. Net Iowa Modifications. Add lines 13 and 21. Enter here and IA 1040, line 3...................................41-001d (08/16/2023)2023 IA 1040, Page 5Taxpayer’s SSNTaxpayer’s NameThird Party Disclosure Designee. Do you want to allow an individual to discuss this return with the Department? See instructions.Designee’s NameMailing addressID Number (optional)CityStateZIPDesignee’s phone numberEmailStep 9:I, the undersigned, declare under penalties of perjury or false certificate, that I have examined this return, and, to the best ofmy knowledge and belief, it is true, correct, and complete. Paper-filed returns must be signed by hand or via a digitalsignature with a digital certificate. Stamped or typed signatures are not accepted.DateYour SignatureSign HereMMDDYYYYDate of deathCheck if deceased:MSpouse’s SignatureSign HereMDDYYYYDDYYYYYYYYYYDateMMDate of deathCheck if deceased:MTaxpayer’s email addressTaxpayer’s phone numberDDYour Driver License or State Issued ID numberSpouse’s Driver License or State Issued ID numberPreparer’s SignaturePaidPreparerUseMDateMPreparer’s PTIN, STIN, or SSNFirm’s FEINMDDYYPreparer’s phone numberThis return is due April 30, 2024. Sign, enclose W-2s, and verify SSNsMAILING ADDRESS: Iowa Income Tax Document ProcessingPO BOX 9187, Des Moines IA 50306-9187Make checks payable to Iowa Department of Revenue41-001e (08/16/2023)

Extracted from PDF file 2023-iowa-form-ia-1040.pdf, last modified February 2023

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More about the Iowa Form IA 1040Individual Income TaxTax ReturnTY 2023

IA-1040 is the long-version Iowa 1040 income tax return, for use by all in-state residents. This version of IA-1040 is a PDF form that can be filled out and printed for easy filing.

We last updated the Individual Income Tax Return in January 2024,so this is the latest version of Form IA 1040, fully updated for tax year 2023. You can download or print current or past-year PDFs of Form IA 1040 directly from TaxFormFinder.You can print other Iowa tax forms here.

Related Iowa Individual Income Tax Forms:

TaxFormFinder has an additional 43 Iowa income tax forms that you may need, plus all federal income tax forms.These related forms may also be needed with the Iowa Form IA 1040.

Form Code	Form Name
IA 1040-ES	Individual Income Estimate Tax Payment VoucherEstimated
IA 1040-V	Tax Payment VoucherVoucher
IA 1040-A	Form 1040 Schedule A (Itemized Deductions)
Form IA 1040ES	Estimated Tax CouponsEstimated
IA 1040 Table	IA 1040 Tax Tables
IA 1040-B	Form 1040 Schedule B (Interest and Dividend Income)
IA 1040-ES Instructions	Individual Estimated Income Tax InstructionsEstimated
IA 1040X	Amended Individual Income Tax Return 41-122Amended Return
Form IA 1040C	Composite Return 41-006

View all 44 Iowa Income Tax Forms

Form Sources:

Iowa usually releases forms for the current tax year between January and April.We last updated Iowa Form IA 1040 from the Department of Revenue in January 2024.

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Original Form PDF is https://tax.iowa.gov/sites/default/files/2023-12/2023IA1040%2841001%29.pdf
Iowa Income Tax Forms at https://tax.iowa.gov/form-types/all
Iowa Department of Revenue at http://www.iowa.gov/tax/

Form IA 1040 is an Iowa Individual Income Tax form. Like the Federal Form 1040, states each provide a core tax return form on which most high-level income and tax calculations are performed. While some taxpayers with simple returns can complete their entire tax return on this single form, in most cases various other additional schedules and forms must be completed, depending on the taxpayer's individual situation, to create a complete income tax return package.

About the Individual Income Tax

The IRS and most states collect a personal income tax, which is paid throughout the year via tax withholding or estimated income tax payments.

Most taxpayers are required to file a yearly income tax return in April to both the Internal Revenue Service and their state's revenue department, which will result in either a tax refund of excess withheld income or a tax payment if the withholding does not cover the taxpayer's entire liability. Every taxpayer's situation is different - please consult a CPA or licensed tax preparer to ensure that you are filing the correct tax forms!

Historical Past-Year Versions of Iowa Form IA 1040

We have a total of thirteen past-year versions of Form IA 1040 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:

2023 Form IA 1040

2022 Form IA 1040