What Is A 1040 Tax Form

What is a 1040 tax form?

A 1040 tax form is the standard IRS form that individuals use to file their annual income tax return. It is used to report various types of income, deductions, and credits, and calculate the amount of tax owed or refunded. The form is named after its IRS form number, which is 1040.

What are the types of 1040 tax form?

There are several types of 1040 tax forms that individuals may need to use depending on their specific tax situation: 1040, 1040A, and 1040EZ. The standard 1040 form is the most comprehensive and allows for the reporting of all types of income, deductions, and credits. The 1040A form is a simplified version that is available to individuals with less complex tax situations. The 1040EZ form is the simplest form and is only available to individuals with certain criteria, such as a single filing status, no dependents, and a taxable income of less than $100,000.

1040 - the most comprehensive form for all tax situations
1040A - a simplified version for individuals with less complex tax situations
1040EZ - the simplest form for individuals with specific criteria

How to complete a 1040 tax form

Completing a 1040 tax form may seem daunting, but with the right tools and guidance, it can be a manageable task. Here are the steps to complete a 1040 tax form:

01
Gather all necessary documents, such as W-2s, 1099s, and receipts for deductions
02
Fill in your personal information, including your name, address, and Social Security number
03
Report your income from various sources, such as wages, self-employment, and investments
04
Deduct eligible expenses, such as mortgage interest, medical expenses, and charitable contributions
05
Calculate your tax liability and determine any credits or deductions that may apply
06
Sign and date the form before submitting it
07
Keep a copy of the completed form for your records

Completing a 1040 tax form can be made easier with the help of online tools like pdfFiller. pdfFiller empowers users to create, edit, and share documents online. Offering unlimited fillable templates and powerful editing tools, pdfFiller is the only PDF editor users need to get their documents done.

Video Tutorial How to Fill Out what is a 1040 tax form

Thousands of positive reviews can’t be wrong

Read more or give pdfFiller a try to experience the benefits for yourself
5.0
This has saved me some much time on filling out all my documents & storing them...
What do you like best? This has saved me some much time on filling out all my documents & storing them as well !!! I just love how you can erase information & add other items to it as well! What do you dislike? Sometimes it does have a hard time reading some of the documents & uploading them correctly . I then have to restart the program a couple of times before it actually is able to load the document . What problems are you solving with the product? What benefits have you realized? With this software i am able to edit all my PDF'S add & delete any information that needs to be revised & have an amazing clean, clear & legible PDF's for my clients to view!!!
Administrator in Consumer Services
5.0
What benefits have you realizedI can easily make edits to existing documents.
What do you like best? pdfFiller is so easy to use! I can upload my documents to sign, edit, add or delete information to them. What do you dislike? nothing! It has helped me tremendously in my business. What problems are you solving with the product? What benefits have you realized? I can easily make edits to existing documents. I can add signatures to letters.
Bernadette Nolan
5.0
I love the ability to create forms from both pdfs and word documents.
What do you like best? I love the ability to create forms from both pdfs and word documents. But the link to fill feature is my favorite. It allows persons to complete a form by simply sharing a link. What do you dislike? The sign now feature needs to be better developed. I need the ability for one person to complete a form and then get it signed by others before being returned to me. What problems are you solving with the product? What benefits have you realized? We are able to cut down on printing cost, and have been able to reduce turnover time for gathering information.
Melton Arant

Questions & answers

Form 1040 is used by U.S. taxpayers to file an annual income tax return.
Form 1040. The IRS 1040 form is one of the official documents that U.S. taxpayers use to file their annual income tax return. The 1040 form is divided into sections where you report your income and deductions to determine the amount of tax you owe or the refund you can expect to receive.
Get the current filing year's forms, instructions, and publications for free from the Internal Revenue Service (IRS). Download them from IRS.gov. Order by phone at 1-800-TAX-FORM (1-800-829-3676)
Virtually everybody uses the regular form 1040, but there are also three schedules you may or may not have to tack onto it, depending on your tax situation and whether you want to claim certain deductions and credits. Some people may not have to file any of these schedules.
Get the current filing year's forms, instructions, and publications for free from the Internal Revenue Service (IRS). Download them from IRS.gov. Order by phone at 1-800-TAX-FORM (1-800-829-3676)
How to get Form 1040. The IRS offers a PDF version of Form 1040 that you can download and fill out manually, but your best bet is probably using one of the popular tax software programs. The software will walk you through filling out the form, any necessary schedules that go with it, and help with the math.