The presence of Sch. A, B, Form 6251 or Form 8959 on a return will prevent a 1040A as well as a 104EZ from being produced. You can improve the likelihood of a short-form return by setting options to make sure these forms are not produced in a return unless they are necessary.
To do this, go to the Form & Schedule Options tab (Setup > Options) and examine the Select To Turn ON section on the left side of the screen. Check the following boxes:
- Print Schedule A only when required
- Print Schedule B only when required
- Print Form 6251 only when required
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1040EZ |
1040A |
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Filing status |
Single, married filing jointly |
Any status |
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Dependents |
None |
Any number of dependents |
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Exemptions |
Under age 65 and not blind |
Not limited |
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Income |
wages, salaries, tips, taxable scholarship and fellowship grants, unemployment compensation, or Alaska Permanent Fund dividends, and your taxable interest was not over $1,500 |
wages, salaries, tips, taxable scholarships and fellowship grants, interest, or ordinary dividends, capital gain distributions, pensions, annuities, IRAs, unemployment compensation, taxable social security or railroad retirement benefits, and Alaska Permanent Fund dividends |
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Taxable income |
less than $100,000 |
less than $100,000 |
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Standard/Itemize |
No itemized deductions |
No itemized deductions |
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Adjustments to income |
None |
IRA, student loan interest, educator expenses, tuition |
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Credits |
EIC only |
EIC, dependent care. elderly/disabled, child tax, retirement savings contribution |
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Advance payments of the Premium Tax Credit |
None |
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