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1040 tax form

Fill out your Form 1040 online

In this form, you’ll need to report wages, salary, capital gains, taxable interest, pensions, Social Security benefits, and so on. You may also need to file supplemental tax 1040 forms depending on your situation.

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This page is for informative purposes only and does not constitute tax or legal advice

What is the IRS Form 1040?

Taxpayers use Form 1040 to report their income to the IRS, claim tax deductions, tax credits, and calculate their tax refund. The form is also known as the U.S. Individual Income Tax Return. Check the list of Individual Income Tax Return forms below and select the one you need to fill out:

Form 1040

The most common form used to report income and determine your tax obligation for the year and any refund or additional tax owed.

Form 1040-SR

This version was created for senior taxpayers born before January 2, 1956. It’s nearly identical to Form 1040, but is printed using a larger font and includes a chart for determining a taxpayer's standard deduction.

Form 1040-NR

Created for non-U.S. citizens without a green card engaged in a business in the U.S.

Form 1040-X

A version for taxpayers who need to correct some information in their tax return after filing a Form 1040.

For 2020, the standard deduction amount was increased for all filers:

Single or Married filing separately — $12,400

Married filing jointly or Qualify- ing widow(er) — $24,800

Head of a household — $18,650

File Form 1040 if one of the conditions below applies to you:

You owe any special taxes (household employment tax, write-in tax, etc).

You have an account for health savings, Archer MSA, or Medicare Advantage MSA distributions.

Your income from self-employment was at least $400.

You had wages of $108.28 or more from a church or qualified religious organization that is exempt from employer social security and Medicare taxes.

Advance payments for the premium tax credit were made for you, your spouse, or a dependent who enrolled in coverage through the Marketplace.

Advance payments of the health coverage tax credit were made for you, your spouse, or a dependent.

You are required to include amounts in income under section 965 or you have a net tax liability under section 965 that you are paying in installments under section 965(h) or deferred by making an election under section 965(i).

Dates: 1040 or 1040-SR must be filed by April 15, 2024. Filing after this date can lead to paying interest and penalties.

Extensions: File Form 4868 to get an automatic 6-month extension, no later than the date your return is due.

Form 1040 Schedules

Depending on the type of income you report, you may need to attach additional forms (also known as schedules). The schedules you need to file depend on your tax situation. Some taxpayers may not have to file any of these schedules.

Schedule 1:

You have additional income

Unemployment compensation

Prize or award money

Winning from gambling

Any deductions to claim (student loan interest deduction, self-employment tax, educator expenses)

Schedule 2:

You owe other taxes

Self-employment tax

Household employment taxes

Additional tax on IRAs

Other qualified retirement plans and tax-favored accounts

Schedule 3:

You can claim additional credits

Foreign tax credit

Education credits

Credit for child and dependent care expenses

Retirement savings contributions credit

Residential energy credit

General business credit

Schedule A (Form 1040 / 1040-SR)

Figure your itemized deductions. In most cases, your federal income tax will be less if you take the larger of your itemized deductions or your standard deduction.

Schedule B (Form 1040), Interest and Ordinary Dividends

Use Schedule B (Form 1040) if any of the following applies:

Taxable interest or ordinary dividends that exceeded $1,500.

Interest from a seller-financed mortgage was received and the buyer used the property as a personal residence.

You have accrued interest from a bond.

You are reporting an original issue discount (OID) in an amount that is less than the amount shown on Form 1099-OID.

You are reducing your interest income on a bond by the amount of an amortizable bond premium.

You are claiming the exclusion of interest from series EE or U.S. savings bonds issued after 1989.

Interest or ordinary dividends were received by you as a nominee.

You had a financial interest in, or signature authority over, a financial account in a foreign country, or you received a distribution from or were a grantor of, or transferor to, a foreign trust. Part III of the schedule has questions about foreign accounts and trusts.

Schedule C (Form 1040 or 1040-SR), Profit or Loss from Business

Report income or loss from a business you operated or a profession you practiced as a sole proprietor. An activity qualifies as a business if:

Your primary purpose for engaging in the activity is for income or profit.

You are involved in the activity with continuity and regularity.

Please check out more details on 1040 Schedules on the official IRS website to check the ones you need to file along with your 1040 form or any other versions.

How to fill out Form 1040

Filling out Form 1040 in pdfFiller is easy. Be sure to include your personal information on the first page (name, SSN, filing status). Add your spouse’s information in case you’re filing jointly. If case you have dependents, you will also need to include their personal information.

01

If you have filed the Form W2, take information from it pertaining to your income.

02

Calculate your adjusted gross income using information about your dividends, penalties, Social Security benefits, etc.

03

Consider your other taxes and credits to include in the Form 1040.

04

If your total payment is more than your total tax amount, you’re eligible for a tax refund and can count it.

05

You can also determine how much you owe if your total payment is less than the taxable amount.

Refer to the IRS website for more information on filling out the Form 1040