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Contra Costa California Form Instruction 1040 Line 20a & 20b: What You Should Know

Form 1040 is an S corporation for health insurance premiums; Form 1040EZ is an electing small business election for health insurance premiums.) If you are the qualified beneficiary of a family member's life insurance policy (not the employee), attach Form 1040, line 25a, with your Form 1040. If you are the trustee of a trust, attach Form 1040, line 26a. If you are self-employed, attach Form 1040, line 19a, with your Form 1040. You should attach this worksheet to Form 1040, lines 21 and 23 through 32. Qualified retirement income taxes worksheet for mo-a, line 9 If you pay qualified retirement income taxes to the government (Social Security, Medicare, state retirement) or if you are required to file Form SS-8, attach this worksheet to your Form 1040, line 21. 2017 Form 1040--Lines 21a and 24a See our full list of IRS instructions and the actual IRS written instructions for line 22 of Form 1040. You can also use the IRS website to download this worksheet. 2017 Form 1040—Lines 22-26a If you receive a refund of taxes that you paid on a Form 1040, Line 22 should reflect the refund you received for the tax you failed to report on your Schedule A. The IRS requires all the information you need to complete Line 38 to complete Line 41 of your Form 1040. If you received a Form 1040 from a business that is reporting the business income only, and Line 38 and 43 do not apply to you, complete line 21a. Complete Line 41 to report your business income. If you got a Form 1040 from a corporation that has more than one business in its books of accounts, you will need to use the instructions at Part II, line 5 on the Form 1040, or use Form 1040EZ. Complete this worksheet, fill it in with all information you have and attach it to Form 1040, line 37. Form 1040a–B—Lines 31 through 55a Form 1040a — B. Complete line 31 if no Form 1040EZ is attached. If Form 1040EZ is attached, see line 35a. Complete line 55a if applicable.

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