Are you one of the ‘lucky’ taxpayers who can use the San Diego’s Lakeside 1040 tax form? Take a look and see. The tax season is in full swing, once again. If your tax situation is simple, you can use the 1040EZ tax form and possibly even do it without the assistance of a professional. While the 1040EZ tax form is the simplest of all the IRS tax forms, I’d still recommend that you use one of the online e-filing services anyway.

Chances are, if your income is not too high, you can use this service without paying a fee. The online services boast a rejection rate of less than 1%, so you are virtually assured the quickest turnaround on a refund, especially when using direct deposit as the refund method. However, before you get too excited at this easiest of filing methods, be sure you qualify to use the 1040EZ Lakeside federal income tax form.

If you don’t meet the IRS criteria for using this tax form, you’ll be back at square one. If you file without meeting the criteria, your tax return will be rejected and you’ll need to refile, using the right IRS federal income tax forms of Lakeside, thus delaying a refund. Worse yet, this may trigger an audit because there will be information you did not include in your filing, because, as you know, the IRS has a line and worksheets for everything. You may even sustain a penalty!

Here are the seven qualifying factors, all of which must be satisfied. If you’re unsure on any of these points, your best bet is to call the IRS for clarification before you get out the aspirin and start your tax return!

1. You may use the 1040EZ tax form only if your filing status is ‘single’ or ‘married, filing jointly’.

2. You must have no dependents aside from you and/or your spouse, and no other exemptions, such as blind or over 65.

3. Your taxable income cannot exceed $50,000 and your taxable interest income, if any, must be less than $400.

4. You cannot use the 1040EZ tax form if you want to itemize your deductions. You must use the standard deduction.

5. You must not have any adjustments to your income, such as alimony or IRA deduction credits.

6. You must use the IRS tax tables at the back of the booklet to calculate your taxes.

7. You may claim the EIC (Earned Income Credit), assuming you qualify, but cannot claim any other tax credits.

If you fulfill all of these seven qualifying criteria, congratulations! You’re one of the lucky ones. You can use the 1040EZ federal tax form in Lakeside. Otherwise, you need to use either the 1040 or 1040A tax forms. Then, it’s time to get that aspirin handy and settle down with the tax booklet for some heavy reading!