Tax Forms -- Federal Schedule Information
Form 1040 is used by U.S. taxpayers to file an annual income tax return. To begin filing your Taxes online visit the IRS Filing Website.
Many people will only need to file Form 1040 and no schedules.
However, if your return is more complicated (for example you claim certain deductions or credits, or owe additional taxes) you will need to complete one or more of the new Form 1040 Schedules. Below is a general guide to what Schedule(s) you will need to file, based on your circumstances. See the instructions for the Schedules for more information.
Individuals who filed their federal tax return electronically last year may not notice any changes, as the tax return preparation software will automatically use their answers to the tax questions to complete the Form 1040 and any needed schedules.
A general guide to what Schedule(s) you will need to file. (See the instructions for the Schedules for more information.)
| 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 |
| 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 |
| 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. | Schedule 3 |