Do I have to report my federal tax refund on my IA return?

If you received a refund of federal income tax during 2021: You must report the amount on this line. It must be reported even if you used the standard deduction on the prior year's Iowa return. The federal refund must be included on this line because you benefited from being able to deduct federal taxes on the prior year's Iowa return, which reduced your Iowa taxable income for that year. The [...]

Where do I enter my Iowa college savings cancellation?

College Savings Iowa or Iowa Advisor 529 Plan: Amounts received from the cancellation of a participation agreement or other non-qualifying withdrawal to the extent the amount was previously deducted on the IA 1040. Beginning January 1, 2018, qualifying withdrawals may include up to $10,000 per beneficiary per year for tuition expenses of attending an accredited elementary or secondary (K-12) [...]

Is my active duty pay exempt from taxes in Iowa?

Members of the armed forces, armed forces military reserve and the national guard in an active duty status can exclude pay received from the federal government for military service performed, to the extent it was included in line 15, Gross [...]

What Iowa filing status should I use?

Status 1. Single Check filing status 1 if you were unmarried, divorced, or legally separated on December 31, 2021, and do not meet the requirements for any other filing status. All single filers must answer the question, "Were you claimed as a dependent on another person's Iowa return?" If this question is not answered, you will be taxed as a dependent. Status 2. Married Filing Joint Return [...]

Retirement Savings Contribution Credit

You may be able to take this credit if you, or your spouse if filing jointly, made (a) contributions (other than rollover contributions) to a traditional or Roth IRA; (b) elective deferrals to a 401(k), 403(b), governmental 457(b), SEP, SIMPLE, or to the federal Thrift Savings Plan (TSP); (c) voluntary employee contributions to a qualified retirement plan, as defined in section 4974(c) [...]