Step 1
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STEP 1 NAME AND ADDRESS

ENTER YOUR SOCIAL SECURITY NUMBER ON THE IA1040

To protect your privacy, your Social Security Number is not shown on the tax booklet or return. This means that you must enter your Social Security Number in the space provided on Step 1 of the return. (Note: If you have changed your name, be sure to notify the Social Security Administration and obtain a corrected card.)

If you are married, also enter your spouse's Social Security Number. Enter the Social Security Numbers in the same order as the names are shown.

New for 2007:
If you or your spouse is 65 or older on 12/31/07: Check the box by the Social Security Number box.

FILING PERIOD. If your filing period is other than calendar year 2007, enter the beginning and ending dates of your fiscal tax year on the line provided above the name and address boxes on the return.

NAME AND MAILING ADDRESS. If your name or mailing address is incorrect, make the corrections directly on the tax return.

CHANGE IN NAME OR ADDRESS. Check the correct box to indicate if your name and/or address is the same as on last year's return. If you have not moved or changed your name, but the information is incorrect, check "No" and we will correct it for next year.

Please note: If you and your spouse do not have the same last name, check "No" in the box after the question "Are your name, your spouse’s name, if applicable, and your address the same as on last year’s return?"

COUNTY. If the number on the return is incorrect, enter the number of the county you lived in as of December 31, 2007. If you don't know your county number, click here (pdf).

Nonresidents and part-year residents who moved out of Iowa before December 31, 2007, should enter "00" as your county number.

Part-year residents who moved into Iowa should enter the number of the Iowa county in which you lived on December 31, 2007.

Military personnel should enter the county number of their Iowa residence, even if the service member is not physically present in Iowa on the last day of the tax year.

SCHOOL DISTRICT NUMBER. The district to enter is the one in which you lived on December 31, 2007. This is not necessarily the district where your children attended school. Even if you do not have children, you must enter this number.

Your voter registration card is a good reference for your school district name.

A list of school districts by county can be found here (pdf). If the number on the return is not correct, make the correction directly on the tax return.

Nonresidents: Those who did not live in Iowa at all during 2007 should enter "0000" for the school district number.

Part-year residents who moved into Iowa should enter the Iowa school district in which you lived on the last day of 2007. If you moved out of Iowa before December 31, 2007, enter "9999."

Military personnel should enter the school district number of their Iowa residence, even if the service member is not physically present in Iowa on the last day of the tax year.

OCCUPATION. Examples are doctor, farmer, homemaker, laborer, military, student.