Were you eligible to file a 1040A or 1040EZ?

Were you eligible to file a 1040A or 1040EZ?

This is question 35 on the paper FAFSA.

Select Yes if you (and if married, your spouse):

  • Filed or will file a 1040 or a foreign tax return but were eligible to file a 1040A or 1040EZ
  • Filed a 1040 only to claim Lifetime Learning Tax Credit and you would have otherwise been eligible to file a 1040A or 1040EZ
  • Filed a 1040 and were not required to file a tax return

In general, you are eligible to file a 1040A or 1040EZ if you:

  • Make less than $100,000 per year
  • Do not itemize deductions
  • Do not receive income from your own business or farm
  • Do not receive self-employment income or alimony
  • Are not required to file Schedule D for capital gains

If you filed a 1040 only to claim Lifetime Learning Tax Credit, and you would have otherwise been eligible for a 1040A or 1040EZ, you should answer "Yes" to this question.

If you filed a 1040 and were not required to file a tax return, you should answer "Yes" to this question.

Select No if you (or if married, your spouse) filed or will file a 1040 and were not eligible to file a 1040A or 1040EZ.

You are not eligible to file a 1040A or 1040EZ if you:

  • Make $100,000 or more per year
  • Itemize deductions
  • Receive income from your own business or farm
  • Receive self-employment income or alimony
  • Are required to file Schedule D for capital gains

If you do not know if you are eligible to file a 1040A or 1040EZ, select Don't Know.

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