| Publication 967 |
2003 Tax Year |
Publication 967
Main Contents
This is archived information that pertains only to the 2003 Tax Year. If you
are looking for information for the current tax year, go to the Tax Prep Help Area.
Form 1040EZ
To have the IRS figure your tax, follow these steps if you are filing Form 1040EZ.
1.
Place your peel-off label on your return. If you do not have a label, print or type your name and address in the spaces
provided.
2.
Enter your social security number in the space provided. If you are married, enter the social security numbers of
both spouses.
3.
Read lines 1 through 8 and complete the lines that apply to you. Do not complete lines 9 through 12. If you are filing
a joint return, use the
space under the “Note” to the left of line 6 to separately show your taxable income and your spouse's taxable income.
Payments.
Enter any federal income tax withheld on line 7. Federal income tax withheld is shown in box 2 of Form W–2.
Earned income credit (EIC).
If you can take the EIC, IRS can figure it for you. Print “EIC” in the space to the left of line 8.
4.
Attach a copy of each of your Forms W–2 to your return.
5.
Sign and date your return and enter your occupation(s). If you are filing a joint return, both you and your spouse
must sign it. Enter your daytime
phone number in the space provided. This may help speed the processing of your return if we have a question that can be answered
over the phone. If
you are filing a joint return, you may enter either your or your spouse's daytime phone number.
6.
Mail your return to the Internal Revenue Service Center for the area where you live. A list of Service Center addresses
is shown in your tax forms
package.
Form 1040A
If you are filing Form 1040A and you want the IRS to figure your tax, follow these steps.
1.
Place your peel-off label on your return. If you do not have a label, print or type your name and address in the spaces
provided.
2.
Enter your social security number in the space provided. If you are married, enter the social security numbers of
both spouses even if you file
separately.
3.
Read lines 1 through 27 and complete the lines that apply to you. If you are filing a joint return, use the space
to the left of the entry space
for line 27 to separately show your taxable income and your spouse's taxable income. The IRS will complete line 28.
4.
Read lines 29 through 33, 37, and 39 through 42 and complete the lines that apply to you. But do not complete lines
30 and 41 if you want the IRS
to figure the credits on those lines. Also, enter any write-in information that applies to you to the left of the entry space
for line 43. Do not
complete lines 35, 36, 38, and 43 through 48.
Payments.
Enter any federal income tax withheld that is shown in box 2 of Form W–2, or the appropriate box of Form 1099, on
line 39. Enter any
estimated tax payments you made on line 40.
Credits.
The IRS will also figure the credit for the elderly or the disabled and the earned income credit.
-
Credit for the elderly or the disabled. If you can take this credit, the IRS will figure it for you. Attach Schedule 3,
Credit for the Elderly or the Disabled for Form 1040A Filers, to your return and print “CFE” next to line 30 (Form 1040A). Check the
appropriate box in Part I of Schedule 3 for your filing status and age. Complete Part II and lines 11 and 13 of Part III if
they apply.
-
Earned income credit. If you can take this credit, the IRS will figure it for you. Print “EIC” to the left of the entry
space for line 41. If you have a qualifying child, you must fill in Schedule EIC, Earned Income Credit, and attach it to your return. If
you do not provide the child's social security number on line 2a of Schedule EIC, the credit will be reduced or disallowed
unless the child was born
and died in 2003.
5.
Fill in and attach any schedules and forms asked for on the lines you completed.
6.
Attach a copy of each of your Forms W–2 to your return. Also attach any Form 1099–R you received that has withholding
tax in box 4.
7.
Sign and date your return and enter your occupation(s). If you are filing a joint return, both you and your spouse
must sign it. Enter your daytime
phone number in the space provided in the signature area. This may help speed the processing of your return if we have a question
that can be answered
over the phone. If you are filing a joint return, you may enter either your or your spouse's daytime phone number.
8.
Mail your return to the Internal Revenue Service Center for the area where you live. A list of Service Center addresses
is shown in your tax forms
package.
Form 1040
To have IRS figure your tax, follow these steps if you are filing Form 1040.
1.
Place your peel-off label on your return. If you do not have a label, print or type your name and address in the spaces
provided.
2.
Enter your social security number in the space provided. If you are married, enter the social security numbers of
you and your spouse even if you
file separately.
3.
Read lines 1 through 40 and complete the lines that apply to you. If you are filing a joint return, use the space
under the words Adjusted
Gross Income on the front of your return to separately show your taxable income and your spouse's taxable income. The IRS will complete
line 41.
4.
Read lines 42 through 67 and complete the lines that apply to you, but do not fill in the Total lines. Also, do not complete lines 54
and 68 through 73. Do not complete lines 46 and 63 if you want the IRS to figure the credits on those lines.
Payments.
Enter any federal income tax withheld that is shown in box 2 of Form W–2, or the appropriate box of Form 1099, on
line 61. Enter any
estimated tax payments you made on line 62.
Credits.
The IRS will also figure the credit for the elderly or the disabled and the earned income credit.
-
Credit for the elderly or the disabled. If you can take this credit, the IRS will figure it for you. Attach Schedule R,
Credit for the Elderly or the Disabled, to your return and print “CFE” on the dotted line next to line 46 of Form 1040. Check the
appropriate box in Part I of Schedule R for your filing status and age. Complete Part II and lines 11 and 13 of Part III if
they apply.
-
Earned income credit. If you can take this credit, the IRS will figure it for you. Print “EIC” on the dotted line next to
line 63. If you have a qualifying child, you must fill in Schedule EIC and attach it to your return. If you do not provide
the child's social security
number on line 2a of Schedule EIC, the credit will be reduced or disallowed unless the child was born and died in 2003.
5.
Fill in and attach any schedules or forms asked for on the lines you completed.
6.
Attach a copy of each of your Forms W–2 to your return. Also attach any Form 1099–R you received that has withholding
tax in box 4.
7.
Sign and date your return and enter your occupation(s). If you are filing a joint return, both you and your spouse
must sign it. Enter your daytime
phone number in the space provided in the signature area. This may help speed the processing of your return if we have a question
that can be answered
over the phone. If you are filing a joint return, you may enter either your or your spouse's daytime phone number.
8.
Mail your return to the Internal Revenue Service Center for the area where you live. A list of Service Center addresses
is shown in your tax forms
package.
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