IRS Form 1040 "U.S. Individual Income Tax Return"

What Is a 1040 Form? ​

IRS Form 1040, U.S. Individual Income Tax Return, is a common form used by United States taxpayers for submitting an annual income tax return. IRS Form 1040, was issued by the Internal Revenue Service (IRS). The document was last revised in 2019.

Alternate Name:

  • Individual Income Tax Return Form.

Where Can I Get My 1040 Form?

Download the latest fillable IRS Form 1040 down below. If for some reason you decide not to download an electronic version, you can order your form in a paper format. For this purpose, submit an order on the IRS website, and the forms will be mailed to you within 10 business days.

When Is Form 1040 Due?

Form 1040 due date is April 15. For Maine and Massachusetts, the due date is April 17, due to the Patriots' Day. If you fail to meet the tax deadline, file Form 4868 before the due date, or make an electronic payment by the due date. In this case, you will get an automatic 6-month extension. If you do not file your 1040 tax return on time, your penalty will be 5% of the amount due for every month of the late return.

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What Does the New IRS Form 1040 Look Like?

During the last revision, the form was shortened and redesigned. The redesigned version of the IRS 1040 Form includes a number of new schedules:

  • Schedule 1, Additional Income and Adjustment to Income. Fill out this form to report additional income, like gambling winnings, prize money, capital gains, or unemployment compensation. This schedule also fits to claim deductions, e.g., self-employment tax, educator expenses, or student loan interest deductions;
  • Schedule 2, Additional Taxes. Use this schedule when you have to make an excess advance premium tax credit repayment or to report the sum you owe for the Alternative Minimum Tax;
  • Schedule 3, Non-refundable Credits. Attach this schedule to claim a nonrefundable credit, like an education credit, foreign tax credit, or general business credit. Do not use it to claim a child tax credit or a credit for other dependents;
  • Schedule 4, Other Taxes. Complete this schedule to report other taxes you need to pay, e.g., household employment taxes, self-employment taxes, qualified retirement plans, and tax-favored accounts;
  • Schedule 5, Other Payments and Refundable Credits. Use it to claim a refundable credit. The refundable credit claimed on this schedule does not include the American opportunity credit, additional child tax credit, and an earned income credit. Besides, you can file this schedule for other payments such as an excess social security tax withheld or the amount paid with an extension to file a request;
  • Schedule 6, Foreign Address and Third-Party Designee. Fill out this schedule to report your foreign address or third-party designee.

The other federal tax Form 1040 Schedules are:

How to Fill Out 1040 Form?

Fill out the 1040 tax form, paying attention to the following:

  1. To avoid delay, fill out and file your tax return electronically;
  2. Use tax software. It will do all the calculations and help you to avoid mistakes;
  3. If you fill out the paper version, keep it standard size and make sure all the entries are legible;
  4. Most people need to use only a basic Form 1040. If you need to provide detailed information, fill out the applicable schedule, and submit it with the form. Arrange all the additional forms and schedules in proper order;
  5. Pay special attention to the names and SSNs you enter. They must match the ones indicated on the SSN card;
  6. If you are married, enter your spouse's SSN, no matter if you file your 1040 tax return jointly or separately;
  7. Carefully double-check the amounts. Some lines of the form may require you to add across instead of down;
  8. Do not forget to sign and date your form, as well as to specify your occupation. If you submit a joint return, both you and your spouse must sign the form;
  9. Fill out either the paper version or electronic.

IRS Form 1040 Instructions

The IRS provides separate Instructions for Form 1040. The file with the detailed instructions for Form 1040 can be downloaded here. It contains explanations of terms, new rules, tax rates, fines, and penalties. The instruction file also includes the detailed step-by-step guide for completion of the form.

IRS 1040 Related Forms

IRS Form 1040 related forms include:

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Download IRS Form 1040 "U.S. Individual Income Tax Return"

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Rate (4.3 / 5) 7 votes
1040
2019
(99)
Department of the Treasury—Internal Revenue Service
U.S. Individual Income Tax Return
OMB No. 1545-0074
IRS Use Only—Do not write or staple in this space.
Filing Status
Single
Married filing jointly
Married filing separately (MFS)
Head of household (HOH)
Qualifying widow(er) (QW)
Check only
If you checked the MFS box, enter the name of spouse. If you checked the HOH or QW box, enter the child’s name if the qualifying person is
one box.
a child but not your dependent.
Your first name and middle initial
Last name
Your social security number
If joint return, spouse’s first name and middle initial
Last name
Spouse’s social security number
Presidential Election Campaign
Home address (number and street). If you have a P.O. box, see instructions.
Apt. no.
Check here if you, or your spouse if filing
jointly, want $3 to go to this fund.
City, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below (see instructions).
Checking a box below will not change your
tax or refund.
You
Spouse
Foreign country name
Foreign province/state/county
Foreign postal code
If more than four dependents,
see instructions and ✓ here
Standard
Someone can claim:
You as a dependent
Your spouse as a dependent
Deduction
Spouse itemizes on a separate return or you were a dual-status alien
Age/Blindness
You:
Were born before January 2, 1955
Are blind
Spouse:
Was born before January 2, 1955
Is blind
Dependents (see instructions):
(2) Social security number
(3) Relationship to you
(4) ✓ if qualifies for (see instructions):
Child tax credit
Credit for other dependents
(1) First name
Last name
1
Wages, salaries, tips, etc. Attach Form(s) W-2 .
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b Taxable interest. Attach Sch. B if required
2b
Tax-exempt interest .
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3a
Qualified dividends .
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3a
b Ordinary dividends. Attach Sch. B if required
3b
Standard
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IRA distributions .
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4a
b Taxable amount
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4b
Deduction for—
• Single or Married
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Pensions and annuities .
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4c
d Taxable amount
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4d
filing separately,
$12,200
5a
Social security benefits .
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5a
b Taxable amount
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5b
• Married filing
6
6
Capital gain or (loss). Attach Schedule D if required. If not required, check here
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jointly or Qualifying
widow(er),
7a
7a
Other income from Schedule 1, line 9
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$24,400
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Add lines 1, 2b, 3b, 4b, 4d, 5b, 6, and 7a. This is your total income
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7b
• Head of
household,
8 a
Adjustments to income from Schedule 1, line 22
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8a
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Subtract line 8a from line 7b. This is your adjusted gross income
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8b
• If you checked
any box under
9
Standard deduction or itemized deductions (from Schedule A) .
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9
Standard
Deduction,
10
10
Qualified business income deduction. Attach Form 8995 or Form 8995-A .
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see instructions.
11a
Add lines 9 and 10 .
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Taxable income. Subtract line 11a from line 8b. If zero or less, enter -0- .
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11b
1040
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions.
)
Cat. No. 11320B
Form
(2019
1040
2019
(99)
Department of the Treasury—Internal Revenue Service
U.S. Individual Income Tax Return
OMB No. 1545-0074
IRS Use Only—Do not write or staple in this space.
Filing Status
Single
Married filing jointly
Married filing separately (MFS)
Head of household (HOH)
Qualifying widow(er) (QW)
Check only
If you checked the MFS box, enter the name of spouse. If you checked the HOH or QW box, enter the child’s name if the qualifying person is
one box.
a child but not your dependent.
Your first name and middle initial
Last name
Your social security number
If joint return, spouse’s first name and middle initial
Last name
Spouse’s social security number
Presidential Election Campaign
Home address (number and street). If you have a P.O. box, see instructions.
Apt. no.
Check here if you, or your spouse if filing
jointly, want $3 to go to this fund.
City, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below (see instructions).
Checking a box below will not change your
tax or refund.
You
Spouse
Foreign country name
Foreign province/state/county
Foreign postal code
If more than four dependents,
see instructions and ✓ here
Standard
Someone can claim:
You as a dependent
Your spouse as a dependent
Deduction
Spouse itemizes on a separate return or you were a dual-status alien
Age/Blindness
You:
Were born before January 2, 1955
Are blind
Spouse:
Was born before January 2, 1955
Is blind
Dependents (see instructions):
(2) Social security number
(3) Relationship to you
(4) ✓ if qualifies for (see instructions):
Child tax credit
Credit for other dependents
(1) First name
Last name
1
Wages, salaries, tips, etc. Attach Form(s) W-2 .
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1
2a
2a
b Taxable interest. Attach Sch. B if required
2b
Tax-exempt interest .
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3a
Qualified dividends .
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3a
b Ordinary dividends. Attach Sch. B if required
3b
Standard
4a
IRA distributions .
.
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.
4a
b Taxable amount
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.
4b
Deduction for—
• Single or Married
c
Pensions and annuities .
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4c
d Taxable amount
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4d
filing separately,
$12,200
5a
Social security benefits .
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5a
b Taxable amount
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5b
• Married filing
6
6
Capital gain or (loss). Attach Schedule D if required. If not required, check here
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jointly or Qualifying
widow(er),
7a
7a
Other income from Schedule 1, line 9
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$24,400
b
Add lines 1, 2b, 3b, 4b, 4d, 5b, 6, and 7a. This is your total income
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7b
• Head of
household,
8 a
Adjustments to income from Schedule 1, line 22
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8a
$18,350
b
Subtract line 8a from line 7b. This is your adjusted gross income
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8b
• If you checked
any box under
9
Standard deduction or itemized deductions (from Schedule A) .
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9
Standard
Deduction,
10
10
Qualified business income deduction. Attach Form 8995 or Form 8995-A .
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see instructions.
11a
Add lines 9 and 10 .
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11a
b
Taxable income. Subtract line 11a from line 8b. If zero or less, enter -0- .
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11b
1040
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions.
)
Cat. No. 11320B
Form
(2019
2
Form 1040 (2019)
Page
12a
Tax (see inst.) Check if any from Form(s): 1
8814 2
4972 3
12a
b
Add Schedule 2, line 3, and line 12a and enter the total
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12b
13a
Child tax credit or credit for other dependents .
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13a
b
Add Schedule 3, line 7, and line 13a and enter the total
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13b
14
14
Subtract line 13b from line 12b. If zero or less, enter -0-
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15
15
Other taxes, including self-employment tax, from Schedule 2, line 10 .
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Add lines 14 and 15. This is your total tax .
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Federal income tax withheld from Forms W-2 and 1099
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18
Other payments and refundable credits:
• If you have a
qualifying child,
a
Earned income credit (EIC) .
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18a
attach Sch. EIC.
b
18b
Additional child tax credit. Attach Schedule 8812
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• If you have
nontaxable
c
American opportunity credit from Form 8863, line 8
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18c
combat pay, see
d
Schedule 3, line 14 .
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18d
instructions.
Add lines 18a through 18d. These are your total other payments and refundable credits
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18e
19
Add lines 17 and 18e. These are your total payments .
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19
20
If line 19 is more than line 16, subtract line 16 from line 19. This is the amount you overpaid .
20
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Refund
21a
Amount of line 20 you want refunded to you. If Form 8888 is attached, check here
21a
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Direct deposit?
b
Routing number
c Type:
Checking
Savings
See instructions.
d
Account number
22
Amount of line 20 you want applied to your 2020 estimated tax .
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22
Amount
23
Amount you owe. Subtract line 19 from line 16. For details on how to pay, see instructions
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23
You Owe
24
Estimated tax penalty (see instructions) .
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24
Third Party
Do you want to allow another person (other than your paid preparer) to discuss this return with the IRS? See instructions.
Yes. Complete below.
Designee
No
Designee’s
Phone
Personal identification
(Other than
paid preparer)
name
no.
number (PIN)
Sign
Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and belief, they are true,
correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
Here
If the IRS sent you an Identity
Your signature
Date
Your occupation
Protection PIN, enter it here
(see inst.)
Joint return?
See instructions.
Spouse’s signature. If a joint return, both must sign.
If the IRS sent your spouse an
Date
Spouse’s occupation
Keep a copy for
Identity Protection PIN, enter it here
your records.
(see inst.)
Phone no.
Email address
Preparer’s name
PTIN
Preparer’s signature
Date
Check if:
Paid
3rd Party Designee
Preparer
Self-employed
Firm’s name
Phone no.
Use Only
Firm’s address
Firm’s EIN
1040
Go to www.irs.gov/Form1040 for instructions and the latest information.
Form
(2019)
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