Irs Form 1040

(Scroll down for download instructions and links to additional forms)

You must use form 1040 if you have:

  • Income over $50,000.
  • Income from:

- self-employment,
- rents,
- royalties,
- state and local income tax refunds,
- capital gains,
- alimony, or
- any other unconventional sources.

  • itemized deductions
  • income adjustments for:

- alimony paid,
- penalty for early savings withdraw,
- contribution to Keogh, SEP and SIMPLE plans,
- self-employment tax or health insurance,
- Medical Saving Account deduction, and
- moving expenses.

  • taxes from:

- self-employment,
- retirement plans,
- tax on tips not reported to employer,
- uncollected Medicare and social security tax,
- lump sum distribution tax, and
- household employment tax.

  • credits for:

- general business,
- foreign tax,
- federal tax on fuels,
- mortgage interest, and
- prior year minimum tax.

  • additional taxes, credit or adjustments not listed.


If any of the above criteria apply to you, you must complete form 1040, or file electronically, and get your refund 2-3 weeks faster.

To download Irs form 1040, click here

To download the form 1040 Instructions Booklet click here

Additional forms and schedules

Most people who file form 1040 also need to complete additional documents, called schedules, as well as worksheets, to help them with certain calculations. To figure out which schedules you need, consult the main 1040 form, and the form's Instructions Booklet, or simply file electronically.

Form 1040, Schedules A & B - Itemized Deductions & Interest and Dividend Income
Form 1040, Schedule C - Profit or Loss From Business
Form 1040, Schedule C-EZ - Net Profit from Business
Form 1040, Schedule D - Capital Gains and Losses (& Home Sales)
Form 1040, Schedule D-1 - Long & Short Term Capital Gains/Losses
Form 1040, Schedule E- Supplemental Income and Loss
Form 1040/1040A, Schedule EIC - Earned Income Credit
Form 1040, Schedule F - Farm Income and Expenses
Form 1040, Schedule H - Household Employment Taxes
Form 1040, Schedule J - Farm Income Averaging
Form 1040, Schedule R - Credit for the Elderly or the Disabled
Form 1040, Schedule SE - Self-Employment Tax


For additional forms, see our partial list federal tax forms.

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