Summary of Tax Year 2023 Form ChangesIowa Department-2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering your personal information, including your name, Social Security number, and date of birth. Ensure accuracy as this data is crucial for tax processing.
3. Next, provide your spouse’s information if applicable. Fill in their name, Social Security number, and date of birth in the designated fields.
4. Proceed to report total disability income received during the tax year. Enter the amounts in the appropriate fields for both you and your spouse.
5. Follow the instructions for excluding disability pay. Use lines 2a through 2d to calculate any exclusions based on your received payments.
6. Complete the physician’s statement section by entering the required details about your physician and obtaining their signature.

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