Form preview

Get the free Form 1040

Get Form
Form 1040 is used by U.S. taxpayers to file their annual income tax returns with the IRS. The form allows individuals to report their income, calculate their tax liability, and claim any deductions
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign form 1040

Edit
Edit your form 1040 form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your form 1040 form via URL. You can also download, print, or export forms to your preferred cloud storage service.

How to edit form 1040 online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
Follow the guidelines below to use a professional PDF editor:
1
Set up an account. If you are a new user, click Start Free Trial and establish a profile.
2
Prepare a file. Use the Add New button to start a new project. Then, using your device, upload your file to the system by importing it from internal mail, the cloud, or adding its URL.
3
Edit form 1040. Rearrange and rotate pages, insert new and alter existing texts, add new objects, and take advantage of other helpful tools. Click Done to apply changes and return to your Dashboard. Go to the Documents tab to access merging, splitting, locking, or unlocking functions.
4
Save your file. Select it from your records list. Then, click the right toolbar and select one of the various exporting options: save in numerous formats, download as PDF, email, or cloud.
pdfFiller makes working with documents easier than you could ever imagine. Create an account to find out for yourself how it works!

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

How to fill out form 1040

Illustration

How to fill out Form 1040

01
Gather your documents: Collect all necessary tax documents, including W-2s and 1099s.
02
Fill out personal information: Enter your name, address, and Social Security number at the top of the form.
03
Determine your filing status: Indicate whether you are filing as single, married filing jointly, etc.
04
Report your income: Use the appropriate lines to report wages, salaries, and other income.
05
Claim deductions: Fill out the section for standard deductions or itemized deductions, according to your eligibility.
06
Calculate your taxable income: Subtract deductions from your total income to find your taxable income.
07
Calculate taxes owed: Use the tax tables or tax computational worksheet to determine the tax owed based on your taxable income.
08
Report credits: Apply any tax credits you qualify for to reduce your tax liability.
09
Determine your refund or amount due: Calculate if you will receive a refund or if you owe additional taxes.
10
Sign and date the form: Ensure you and your spouse (if applicable) sign and date the form before submission.

Who needs Form 1040?

01
Any U.S. citizen or resident alien who has earned income and meets specific income thresholds needs to file Form 1040.
02
Individuals who are self-employed or have other types of income, such as capital gains or dividends, need Form 1040.
03
Taxpayers who wish to claim tax credits or deductions must also file Form 1040.
Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.8
Satisfied
50 Votes

People Also Ask about

In most cases, if your only income is from Social Security benefits, then you don't need to file a tax return. The IRS typically doesn't consider Social Security as taxable income.
Who needs to file Form 1040? Most people in the U.S. need to file Form 1040 no matter if they are self-employed, work for someone else as an employee, or live off income from investments.
Most U.S. citizens or permanent residents who work in the U.S. have to file a tax return. Generally, you need to file if: Your income is over the filing requirement. You have over $400 in net earnings from self-employment (side jobs or other independent work)
Generally, you must file an income tax return if you're a resident , part-year resident, or nonresident and: Are required to file a federal return. Receive income from a source in California. Have income above a certain amount.
The simplest IRS form is the Form 1040EZ. The 1040A covers several additional items not addressed by the EZ.
Form 1040 is used by U.S. taxpayers to file an annual income tax return. Form 1040-SR is available as an optional alternative to using Form 1040 for taxpayers who are age 65 or older.
Form 1040 is used by U.S. taxpayers to file an annual income tax return. Form 1040-SR 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.

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

Form 1040 is the standard individual income tax form used by taxpayers in the United States to report their annual income, calculate their tax liability, and claim any tax deductions or credits.
Most individuals who earn income above a certain threshold are required to file Form 1040. This includes employees, self-employed individuals, and those receiving other forms of income. Specific requirements can vary based on filing status, age, and type of income.
To fill out Form 1040, taxpayers should gather all necessary financial documents such as W-2s, 1099s, and receipts for deductions. The form includes sections for personal information, income, deductions, and tax credits. Taxpayers must accurately report their income, claim eligible deductions, and calculate their tax liability before submitting the form.
The purpose of Form 1040 is to provide the IRS with a comprehensive overview of an individual’s income and tax liability for the year. It allows taxpayers to report their earnings, claim deductions, and calculate the amount of tax owed or refund due.
Form 1040 requires the reporting of various information including personal identification details (name, address, Social Security number), income (wages, salaries, dividends, interest), deductions (standard or itemized), tax credits, and other relevant financial information.
Fill out your form 1040 online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.