Form 1040 is used by U.S. taxpayers to file an annual income tax return. Current revision Form 1040 PDF Instructions for Form 1040 and Form 1040-SR (Print version PDF) | eBook EPUB Below is a general guide to what Schedule(s) you will need to file. (See the instructions for Form 1040 for more information on the numbered schedules.) For Schedule A and the other lettered schedules, see Schedules for Form 1040. Schedule 1 (Form 1040), Additional Income and Adjustments to Income USE IF... Have additional income, such as unemployment compensation, prize or award money, gambling winnings. Have any deductions to claim, such as student loan interest deduction, self-employment tax, educator expenses. THEN USE Schedule 1 PDF Schedule 2 (Form 1040), Additional Taxes USE IF... Owe other taxes, such as self-employment tax, household employment taxes, additional tax on IRAs or other qualified retirement plans and tax-favored accounts, AMT, or need to make an excess advance premium tax credit repayment. THEN USE Schedule 2 PDF Schedule 3 (Form 1040), Additional Credits and Payments USE IF … Can claim any credit that you didn't claim on Form 1040 or 1040-SR, such as the foreign tax credit, education credits, general business credit. Have other payments, such as an amount paid with a request for an extension to file or excess social security tax withheld. THEN USE Schedule 3 PDF Recent developments Correction to the 2023 Instructions for Form 1040, Instructions for Schedule 3, line 5b -- 07-JUNE-2024 Other items you may find useful All Form 1040 revisions 1040 tax and Earned Income Credit tables IRS issues guidance on state tax payments to help taxpayers Filing extension and other relief for Form 1040 Filers Other current products Where to file? Please see Where to file for Form 1040 the for the latest filling address for current and prior filing years. Related items Schedules for Form 1040 and Form 1040-SR About Publication 17, Your Federal Income Tax (For Individuals) About Form 1040-ES, Estimated Tax for Individuals About Form 1040-V, Payment Voucher About Form 1040-X, Amended U.S. Individual Income Tax Return About Form 2106, Employee Business Expenses About Form 2210, Underpayment of Estimated Tax by Individuals, Estates and Trusts About Form 2441, Child and Dependent Care Expenses About Form 2848, Power of Attorney and Declaration of Representative About Form 3903, Moving Expenses About Form 1040 additional related items Free File Free software or Free File Fillable Forms E-file your return for free
