Forms and Publications Search Results

Form 1040, U.S. Individual Income Tax Return, is used by U.S. taxpayers to file an annual income tax return.

Forms 1040 and 1040-SR are used by citizens or residents of the United States to file an annual income tax return.

Form 1040-SR, U.S. Tax Return for Seniors, is available as an optional alternative to using Form 1040 for taxpayers who are age 65 or older. Form 1040-SR uses the same schedules and instructions as Form 1040 does.

Form 1040 (Schedule 1), Additional Income and Adjustments to Income, is used by Form 1040 or Form 1040-SR filers who have income or adjustments to income that are not reported directly on Form 1040 or Form 1040-SR.

Schedule 2 (Form 1040), Additional Taxes, is used by Form 1040 or Form 1040-SR filers who have income or adjustments to income not entered directly on Form 1040 or Form 1040-SR.

Schedule 3 (Form 1040), Additional Credits and Payments, is used by Form 1040 or Form 1040-SR filers who have additional credits or payments not entered directly on Form 1040 or Form 1040-SR.

Use Schedule A (Form 1040) to figure your itemized deductions. If you itemize, you can deduct a part of your medical and dental expenses and unreimbursed employee business expenses, and amounts you paid for certain taxes, interest, contributions, and miscellaneous expenses.

Form 1040 Schedule B is used by filers to report interest and ordinary dividend income.

If you are a bona fide resident of Puerto Rico who will file a U.S. Federal Income Tax Return, Form 1040, and claim an exclusion for income earned in Puerto Rico, you will have to make certain adjustments on your return. Publication 1321 (sp), Special Instructions for Bona Fide Residents Of Puerto Rico Who Must File A U.S. Individual Income Tax Return (Form 1040 or Form 1040-SR) (Spanish Version), explains the adjustments, and how to make them on your return.

Form 1040 (Schedule H) (sp), Household Employment Taxes (Spanish Version), is used by household employers to report household employment taxes.