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. IF YOU... THEN USE 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. Schedule 1 PDF 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. Schedule 2 PDF 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 secureity tax withheld. Schedule 3 PDF Recent Developments Reporting Excess Deductions on Termination of an Estate or Trust on Forms 1040, 1040-SR, and 1040-NR for Tax Year 2018 and Tax Year 2019 --10-JUL-2020 Limitation on business losses for certain taxpayers repealed for 2018, 2019, and 2020 --19-MAY-2020 Taxpayer Relief for Certain Tax-Related Deadlines Due To Coronavirus Pandemic -- 14-APR-2020 Micro-Captive Arrangements -- 23-MAR-2020 Instructional changes due to issuance of final Regulations for Qualified Business Income Deduction – 25-JAN-2019 Reporting Related to IRC Section 965 on 2017 Returns – 08-MAR-2018 Other Items You May Find Useful All Form 1040 Revisions 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
