IA – General Information Screen | 1040.com®

Article: 50406

The IA – General Information screen is divided into two separate forms in the software. Both screens must be added and saved separately to complete the Iowa Individual Income Tax Return (Form IA 1040).

Page 1 – Residency, Overrides, and Spouse Information

This screen captures important details about part-year residency, local reporting, and income override values.

• Part-Year Residents:
  • County Code – Enter the Iowa county where the taxpayer lived. 
    
  • School District Code – Choose the appropriate code from the drop-down. 
    
  • School District Name – Enter the corresponding district name. 
    
• Filing Status Override
  • If the taxpayer is Single and was claimed as a dependent on another Iowa return, indicate Yes or No.
• Spouse Information – Only required when filing status is Married Filing Separate
  • Iowa Net Income 
  • Iowa Taxable Income 
  • Federal Itemized/Standard Deduction 
  • QBI Deduction 
  • NOL Carryover 
  • Tax From Tax Table 
• Alternate Signature: 
  
  • If applicable, indicate whether you are enabling the Alternative Electronic Signature option.

Page 2 – Credits, Contributions, and Penalties

This second screen allows for credit and deduction overrides, as well as penalty and interest inputs.

• Credits
  • Volunteer Firefighter/EMS Credit 
• Contributions
  • Fish and Wildlife Fund 
    
  • Child Abuse Prevention 
    
  • Early Childhood Development Credit – Based on qualifying childcare expenses
• Other Options
  • Do not allow the Iowa Earned Income Credit – Check only if opting out
• Penalty and Interest
  • Penalty – Enter any applicable late filing penalty 
    
  • Interest – Enter applicable interest on unpaid tax

How to Add These Screens

1. Click on the State Taxes section on the left-hand side of the screen.
2. Click the link I’d like to see the forms I’ve filled out or search for a form.
3. Use the drop list to select Iowa.
4. Under the General tab, select IA – Individual Income Tax Return and IA – 1040 Individual Income Tax Return – Page 2.
5. Complete the screens.
6. Click Save.

Further Information

For full details on Iowa income tax rules, credits, and residency requirements, visit the Iowa Department of Revenue – Individual Income Tax: https://revenue.iowa.gov/taxes/tax-guidance/individual-income-tax