Article: 50406
General Information
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.
Page 2 – Credits, Contributions, and Penalties
This second screen allows for credit and deduction overrides, as well as penalty and interest inputs.
How to Add These Screens
- Click on the State Taxes section on the left-hand side of the screen.
- Click the link “I’d like to see the forms I’ve filled out or search for a form.”
- Use the drop list to select Iowa.
- Under the General tab, select IA – Individual Income Tax Return and IA – 1040 Individual Income Tax Return – Page 2.
- Complete the screens.
- Click Save.
Further Information
For full details on Iowa income tax rules, credits, and residency requirements, visit:
Iowa Department of Revenue – Individual Income Tax:
https://revenue.iowa.gov/taxes/tax-guidance/individual-income-tax