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Complex Numbers: Start with the Basics

Understand i, calculate with a + bi, and see numbers as points on a plane.


You can begin with ordinary algebra, fractions, and Pythagoras’ theorem. We will build the new ideas one at a time. Complex numbers extend the real numbers so that equations such as x² + 1 = 0 have solutions. They also give engineers a convenient language for rotations, waves, and alternating current.

1. Why introduce a new number?

The square of any real number is nonnegative, so no real number can satisfy x2=−1x^2=-1. We introduce the imaginary unit ii, defined by i2=−1i^2=-1. The equation now has two solutions: ii and −i-i.

A complex number has the form z=a+biz=a+bi, where aa and bb are real numbers. The real part is aa and the imaginary part is bb. Despite its name, ‘imaginary’ is simply a mathematical label; these numbers are useful in real physical models.

Every real number is also complex: 5=5+0i5=5+0i. A purely imaginary number has zero real part, such as −3i=0−3i-3i=0-3i. Two complex numbers are equal exactly when their real parts match and their imaginary parts match.

z=a+bi,Re⁡(z)=a,Im⁡(z)=bz=a+bi,\qquad \operatorname{Re}(z)=a,\qquad \operatorname{Im}(z)=b
a+bi=c+di⟺a=c and b=da+bi=c+di\quad\Longleftrightarrow\quad a=c\text{ and }b=d

Worked example · Read the parts

  1. For z=4−7iz=4-7i, the real part is 44 and the imaginary part is −7-7.
  2. If x+2+(y−1)i=5+3ix+2+(y-1)i=5+3i with real x,yx,y, compare parts: x+2=5x+2=5 and y−1=3y-1=3.
  3. Solve the ordinary equations: x=3x=3 and y=4y=4.

Remember: A complex number has two real components, linked by the rule i2=−1i^2=-1.

2. Powers of i repeat in a cycle

Multiply by ii repeatedly. After four multiplications we return to 11, so the pattern repeats every four powers. Also i0=1i^0=1.

For a nonnegative integer exponent, divide it by 44 and use the remainder: 00 gives 11, 11 gives ii, 22 gives −1-1, and 33 gives −i-i.

i1=i,i2=−1,i3=−i,i4=1i^1=i,\qquad i^2=-1,\qquad i^3=-i,\qquad i^4=1
Multiplying by i turns a number a quarter turn: 1 goes to i, then -1, then -i, and back to 1.1i-1-i× i× i× i× ii × i × i × i = 1back where I started!Each × i is a quarter turn, so i² = -1

Worked example · A large exponent

  1. To find i27i^{27}, write 27=4×6+327=4\times6+3.
  2. Then i27=(i4)6i3=16(−i)=−ii^{27}=(i^4)^6i^3=1^6(-i)=-i.
  3. For a negative real number, the principal square root is −9=3i\sqrt{-9}=3i. Solving x2=−9x^2=-9 gives both x=3ix=3i and x=−3ix=-3i.

Remember: Reduce powers of ii using the four-step cycle. Distinguish a principal square root from both solutions of an equation.

3. Add, subtract, and multiply

For addition and subtraction, collect real parts together and imaginary parts together. When subtracting a bracket, change the sign of every term inside it.

For multiplication, expand the brackets just as in algebra, then replace i2i^2 by −1-1 and collect terms.

(a+bi)+(c+di)=(a+c)+(b+d)i(a+bi)+(c+di)=(a+c)+(b+d)i
(a+bi)(c+di)=(ac−bd)+(ad+bc)i(a+bi)(c+di)=(ac-bd)+(ad+bc)i

Worked example · Three operations

  1. Add: (3+2i)+(1−4i)=4−2i(3+2i)+(1-4i)=4-2i.
  2. Subtract: (3+2i)−(1−4i)=3+2i−1+4i=2+6i(3+2i)-(1-4i)=3+2i-1+4i=2+6i.
  3. Multiply: (3+2i)(1−4i)=3−12i+2i−8i2=11−10i(3+2i)(1-4i)=3-12i+2i-8i^2=11-10i.

Remember: Use ordinary algebra and finish by replacing every i2i^2 with −1-1.

4. Conjugates make division manageable

The conjugate of z=a+biz=a+bi is z‾=a−bi\overline z=a-bi. It changes the sign of the imaginary part. Multiplying a number by its conjugate gives the real number a2+b2a^2+b^2 because the imaginary terms cancel.

To divide by a nonzero complex number, multiply the numerator and denominator by the denominator’s conjugate. This is multiplication by 11, so it keeps the value unchanged.

zz‾=(a+bi)(a−bi)=a2+b2z\overline z=(a+bi)(a-bi)=a^2+b^2
a+bic+di=(ac+bd)+(bc−ad)ic2+d2(c+di≠0)\frac{a+bi}{c+di}=\frac{(ac+bd)+(bc-ad)i}{c^2+d^2}\qquad(c+di\ne0)

Worked example · Divide step by step

  1. For (3+2i)/(1−i)(3+2i)/(1-i), the denominator’s conjugate is 1+i1+i.
  2. Multiply top and bottom: (3+2i)(1+i)/[(1−i)(1+i)](3+2i)(1+i)/[(1-i)(1+i)].
  3. The numerator is 3+5i+2i2=1+5i3+5i+2i^2=1+5i. The denominator is 1−i2=21-i^2=2.
  4. The answer in standard form is 1/2+(5/2)i1/2+(5/2)i. As a check, multiplying this answer by 1−i1-i returns 3+2i3+2i.

Remember: Conjugation turns a nonzero complex denominator into a positive real denominator.

5. Draw a complex number

The complex plane, also called the Argand plane, has a horizontal real axis and a vertical imaginary axis. Plot a+bia+bi at the point (a,b)(a,b). For 3+4i3+4i, move three units right and four units up.

The modulus ∣z∣|z| is the distance from the origin. Pythagoras’ theorem gives ∣a+bi∣=a2+b2|a+bi|=\sqrt{a^2+b^2}. The distance between two complex numbers z1z_1 and z2z_2 is ∣z1−z2∣|z_1-z_2|.

Conjugation reflects a point across the real axis: 3+4i3+4i and 3−4i3-4i have the same modulus. Adding complex numbers adds their horizontal and vertical components, just like adding displacement vectors.

∣a+bi∣=a2+b2,zz‾=∣z∣2|a+bi|=\sqrt{a^2+b^2},\qquad z\overline z=|z|^2
1z=z‾∣z∣2(z≠0)\frac1z=\frac{\overline z}{|z|^2}\qquad(z\ne0)
The point 3 + 4i and its conjugate3 + 4i lies three units right and four units up from the origin. Its distance from the origin is five. Its conjugate, 3 minus 4i, is its reflection across the horizontal real axis.RealImaginary03 + 4i3 − 4i|z| = 534−4
The point 3 + 4i has modulus 5. Conjugation reflects it across the real axis.

Worked example · Distance and a locus

  1. For z=3+4iz=3+4i, the modulus is 9+16=5\sqrt{9+16}=5.
  2. The distance between 3+4i3+4i and 1+i1+i is ∣(3+4i)−(1+i)∣=∣2+3i∣=13|(3+4i)-(1+i)|=|2+3i|=\sqrt{13}.
  3. A locus is a set of points satisfying a condition. The equation ∣z−(1+i)∣=2|z-(1+i)|=2 describes a circle with centre (1,1)(1,1) and radius 22.

Remember: Modulus measures distance; the complex plane makes the algebra visible.

6. Describe a point by length and angle

For z≠0z\ne0, an argument θ\theta is the angle from the positive real axis to the line from the origin to zz, measured anticlockwise. We use radians: π\pi radians equals 180∘180^\circ, so one full turn is 2π2\pi.

If r=∣z∣r=|z|, right-triangle trigonometry gives a=rcos⁡θa=r\cos\theta and b=rsin⁡θb=r\sin\theta. This is the polar form. Angles differing by a whole turn describe the same point.

We choose the principal argument Arg⁡(z)\operatorname{Arg}(z) in (−π,π](-\pi,\pi]. All arguments are Arg⁡(z)+2kπ\operatorname{Arg}(z)+2k\pi, where kk is any integer. Zero has modulus zero but no defined argument.

To find the angle, first locate the quadrant using the signs of aa and bb. The ratio b/ab/a alone cannot distinguish opposite quadrants. On a calculator or in code, atan2(b,a) accounts for the quadrant; use radian mode.

z=r(cos⁡θ+isin⁡θ),r=a2+b2z=r(\cos\theta+i\sin\theta),\qquad r=\sqrt{a^2+b^2}
tan⁡θ=ba(a≠0)\tan\theta=\frac ba\qquad(a\ne0)

Worked example · Get the quadrant right

  1. For z=−1+iz=-1+i, the modulus is 2\sqrt2. The point is in quadrant II.
  2. The reference angle is π/4\pi/4, so the principal argument is 3π/43\pi/4, not −π/4-\pi/4.
  3. Thus −1+i=2[cos⁡(3π/4)+isin⁡(3π/4)]-1+i=\sqrt2[\cos(3\pi/4)+i\sin(3\pi/4)]. For z=−2iz=-2i, the principal argument is −π/2-\pi/2.

Remember: Rectangular form gives horizontal and vertical components; polar form gives length and direction.

7. Solve an equation with complex roots

The quadratic formula still works when its discriminant is negative. For real coefficients, nonreal roots occur as conjugate pairs. You can check a proposed root by substitution.

Ax2+Bx+C=0⟹x=−B±B2−4AC2A(A≠0)Ax^2+Bx+C=0\quad\Longrightarrow\quad x=\frac{-B\pm\sqrt{B^2-4AC}}{2A}\qquad(A\ne0)

Worked example · Solve x² − 4x + 13 = 0

  1. Here A=1A=1, B=−4B=-4, and C=13C=13. The discriminant is 16−52=−3616-52=-36.
  2. Use −36=6i\sqrt{-36}=6i: x=(4±6i)/2=2±3ix=(4\pm6i)/2=2\pm3i.
  3. Check x=2+3ix=2+3i: (2+3i)2−4(2+3i)+13=(−5+12i)−(8+12i)+13=0(2+3i)^2-4(2+3i)+13=(-5+12i)-(8+12i)+13=0. The other root is its conjugate 2−3i2-3i.

Remember: A negative discriminant gives two nonreal conjugate roots when the coefficients are real.

8. Your quick revision sheet

Start in rectangular form for addition and subtraction. Use a conjugate for division. Draw the point before finding its angle. In the next lessons, polar form will make multiplication, powers, roots, and oscillations much easier.

i2=−1,a+bi‾=a−bi,∣a+bi∣=a2+b2i^2=-1,\quad\overline{a+bi}=a-bi,\quad|a+bi|=\sqrt{a^2+b^2}
z=r(cos⁡θ+isin⁡θ),a=rcos⁡θ,b=rsin⁡θz=r(\cos\theta+i\sin\theta),\quad a=r\cos\theta,\quad b=r\sin\theta

Remember: Try the objective questions without looking back, then read the explanation for each answer.

Check your understanding

Objective questions

10 multiple-choice questions, with one correct answer each. Try them before revealing the explanations. Your answers stay on this page until you leave or reload.

1. What is the imaginary part of 6−5i6-5i?
2. What is i34i^{34}?
3. Find (2+3i)−(4−i)(2+3i)-(4-i).
4. What is (1+i)2(1+i)^2?
5. Simplify (1+i)/(1−i)(1+i)/(1-i).
6. For z=−3+4iz=-3+4i, which pair gives its conjugate and modulus?
7. Using (−π,π](-\pi,\pi], what is the principal argument of −1−i-1-i?
8. Which statement about z=0z=0 is correct?
9. What are the roots of x2+4=0x^2+4=0?
10. What does ∣z−(2−i)∣=3|z-(2-i)|=3 represent?

Choose an answer for all 10 questions to check them.