Form 1040 and Schedules
Use these links to get Forms 1040, 1040A and 1040EZ, plus instructions, schedules and related publications.
Links point to the latest version posted on the IRS web site. If the current year's version does not appear, the IRS has not yet posted it.
There are four categories of items on this page:
Form 1040EZ
| Form 1040EZ | Income
Tax Return for Single and Joint Filers with No Dependents Form Instructions The "EZ-est" 1040. |
Form 1040A and Schedules
| Form 1040A | U.S.
Individual Income Tax Return Form Instructions Use this form if you can't use Form 1040EZ but don't have to use Form 1040. See Pub 17 below. |
| Schedule 1 | Interest
and Ordinary Dividends Form (see Form 1040A instructions) Most taxpayers don't need this form unless they have $1,500 or more of interest income, or $1,500 or more of ordinary dividend income. |
| Schedule 2 | Child
and Dependent Care Expenses Form Instructions |
| Schedule 3 | Credit
for the Elderly or the Disabled Form Instructions For more details see Pub 524 below. |
| Schedule EIC | Earned
Income Credit Qualifying Child Information Form & Instructions File this schedule if you claim the earned income credit and you have one or more qualifying children. For more details see Pub 596 below. |
Form 1040 and Attachments
| Form 1040 | U.S.
Individual Income Tax Return Form Instructions Use this form if you can't use Form 1040EZ or Form 1040A. |
| Schedule
A Schedule B |
Itemized
Deductions Interest and Ordinary Dividends Form Instructions The IRS combines both forms in a single electronic file, and also combines the instructions for both forms in a (different) single electronic file. Schedule A: For more information see Your Itemized Deductions. Schedule B: Most taxpayers don't need this schedule unless they have $1,500 or more of interest income, or $1,500 or more of ordinary dividend income. |
| Schedule C | Profit
or Loss from Business Form Instructions Use to report income and deductions from a sole proprietorship (a business or profession of your own). For more information see Your Business. |
| Schedule C-EZ | Net
Profit from Business Form & Instructions You can use this easier version of Schedule C if you don't have a loss, have business expenses of $2,500 or less, and meet other requirements set forth at the top of this form. |
| Schedule D | Capital
Gains and Losses Form Instructions Use to report sales or involuntary conversions of capital assets, capital gain distributions, and nonbusiness bad debts. If your only capital gains are distributions from mutual funds, see Form 1040 instructions for line 13 to determine whether you need this schedule. Also see Your Investments. |
| Schedule D-1 | Continuation
Sheet for Schedule D Form If you have too many sale transactions to fit on Schedule D, use one or more copies of this form to report the additional sales. |
| Schedule E | Supplemental
Income and Loss Form Instructions Use to report income and deductions from rental real estate, royalties, partnerships, S corporations, estates and trusts, and residual interests in REMICs. |
| Schedule EIC | Earned
Income Credit Qualifying Child Information Form & Instructions File this schedule if you claim the earned income credit and you have one or more qualifying children. For more details see Pub 596 below. |
| Schedule F | Profit
or Loss from Farming Form Instructions |
| Schedule H | Household
Employment Taxes Form Instructions If you had a household employee, you may need to file this schedule. |
| Schedule J | Farm
Income Averaging Form Instructions |
| Schedule R | Credit
for the Elderly or Disabled Form Instructions This credit is available only if your income is below $25,000 (or a lower limit, depending on filing status) and you meet other requirements. For more details see Pub 524 below. |
| Schedule SE | Self-Employment
Tax Form Instructions You may need to file this form if you have net earnings from self-employment. For more information see Your Business. |
IRS Publications
The following IRS information publications provide additional guidance in preparing the forms on this page.
| Pub 17 | Your
Federal Income Tax Download (large download) The granddaddy of IRS information publications, with close to 300 pages of general tax guidance, free for the asking. Much of the information here duplicates the guidance you'll find in more specific pubs, so if you have questions in only one or two areas you might look at those instead. You'll find links to more specific publications on other pages of Fairmark's Fast Form Finder. |
| Pub 524 | Credit
for the Elderly or the Disabled Download Details concerning this credit. |
| Pub 552 | Recordkeeping
for Individuals Download |
| Pub 596 | Earned
Income Credit Download Details concerning this credit. |
| Pub 926 | Household
Employer's Tax Guide Download More info for people required to file Schedule H. |
