The IRS Form 1040, also known as the "U.S. Individual Income Tax Return", is one of the official documents that United States taxpayers use to file their annual income tax return. Depending on the type of income you need to report, it may be necessary to attach additional forms, also known as schedules.
Form 1040 requires taxpayers to provide detailed information in several areas such as filing status (e.g., single, married, head of household), income from various sources (wages, interest, dividends, etc.), deductions and credits (standard or itemized), and the calculation of taxes owed or refunds due.
There are four variations of the 1040:
Form 1040: Version the majority of taxpayers will use to report income and determine their tax for the year and any refund or additional tax owed.
Form 1040-SR: This version is for senior taxpayers (age 65 and older).
Form 1040-NR: This form is for non-residents who live or work in the US for a significant part of the year, yet who do not possess a green card or US citizenship.
Form 1040-X: This form is for taxpayers who need to make amendments to their tax return after previously filing a Form 1040.
Additionally, some taxpayers may need to attach specific schedules to their Form 1040 to provide further details:
Schedule 1: For reporting additional income or adjustments to income.
Schedule 2: For additional taxes, such as alternative minimum tax.
Schedule C: For profit or loss from a business (if applicable).
Schedule E: For rental real estate, royalties, partnerships, and more.
For direct access to these forms, refer to: