Fillable Form 1040 or U.S. Individual Income Tax Return

What is Form 1040?

Form 1040, U.S. Individual Income Tax Return, is used by taxpayers to file their income taxes with the Internal Revenue Service (IRS). Form 1040 helps determine if taxpayers have additional taxes due or if they may be able to get tax refunds depending on the types of income they file.

How to fill out Form 1040?

To fill out Form 1040, you must provide the following information:

Filing Status

Mark the appropriate box which corresponds to your status. You may select:

• Single
• Married filing jointly
• Married filing separately (MFS)
• Head of household (HOH)
• Qualifying widower (QW)

If you marked the MFS box, enter the full legal name of your spouse.

If you marked the HOH or QW box, enter the full legal name of your child if the qualifying person is a child but not your dependent.

First Name

Enter your legal first name.

Middle Initial

Enter your legal middle initial.

Last Name

Enter your legal last name.

Your Social Security Number (SSN)

Enter your social security number (SSN).

Spouse’s First Name

Have your spouse enter his or her legal first name.

Spouse’s Middle Initial

Have your spouse enter his or her legal middle initial.

Spouse’s Last Name

Have your spouse enter his or her legal last name.

Spouse’s Social Security Number (SSN)

Have your spouse enter his or her social security number (SSN).

Home Address

Enter your home address including your number and street.

Apartment Number

Enter your apartment number.

City, Town, or Post Office

Enter your city, town, or post office.

State

Enter your state.

ZIP Code

Enter your ZIP code.

Foreign Country Name

Enter your foreign country name if you have a foreign address.

Foreign Province, State, or Country

Enter your foreign province, state, or country.

Foreign Postal Code

Enter your foreign postal code.

Presidential Election Campaign

Mark the appropriate box which corresponds to which fund you would like to put $3.00 into. You may select:

• You
• Spouse

Financial Interest in Virtual Currency

Mark YES if at any time during 2021, you received, sold, exchanged, or otherwise disposed of any financial interest in any virtual currency; otherwise, mark NO.

Standard Deduction

Someone Can Claim

Mark the appropriate box which corresponds to the person you can claim. You may select:

• You as a dependent
• Your spouse as a dependent
• Spouse Lineizes on a separate return or you were a dual-status alien

Age or Blindness

Mark the appropriate box which corresponds to your situation. You may select:

Applicant

• You were born before January 2, 1957
• You are blind

Spouse

• He or she was born before January 2, 1957
• He or she is blind

Dependents

All of the instructions stated below will apply to all four parts of this section.

First Name

Enter the legal first name of your dependent.

Last name

Enter the legal last name of your dependent.

Social Security Number (SSN)

Enter the social security number (SSN) of your dependent.

Relationship to You

Enter the relationship you have with your dependent.

Child Tax Credit

Mark the box if your dependent qualifies for a child tax credit.

Credit for Other Dependents

Mark the box if your dependent qualifies for credit for other dependents.

Line 1. Wages, salaries, tips, etc.

Enter the total amount of your wages, salaries, tips, and other similar sums.

Line 2a. Tax-exempt interest

Enter the amount of your tax-exempt interest.

Line 2b. Taxable interest

Enter the amount of your taxable interest.

Line 3a. Qualified dividends

Enter the amount of your qualified dividends.

Line 3b. Ordinary dividends

Enter the amount of your ordinary dividends.

Line 4a. Individual Retirement Accounts (IRA) distributions

Enter the amount of your Individual Retirement Accounts (IRA) distributions.

Line 4b. Taxable amount

Enter the taxable amount of your Individual Retire Accounts (IRA) distributions.

Line 5a. Pensions and annuities

Enter the amount of your pensions and annuities.

Line 5b. Taxable amount

Enter the taxable amount of your pensions and annuities.

Line 6a. Social security benefits

Enter the amount of your social security benefits.

Line 6b. Taxable amount

Enter the taxable amount of your social security benefits.

Line 7. Capital gain or loss

Enter the amount of your capital gain or loss.

Line 8. Other income from schedule 1, line 10

Enter the amount of your other income from schedule 1, line 10.

Line 9. Total income

Enter the amount of your total income.

Line 10. Adjustments to income from schedule 1, line 26

Enter the amount of your adjustments to the income from schedule 1, line 26.

Line 11. Adjusted gross income

Enter the amount of your adjusted gross income.

Line 12a. Standard deduction or itemized deductions

Enter the amount of your standard deduction or itemized deductions.

Line 12b. Charitable contributions

Enter the amount of your charitable contributions.

Line 12c. Add lines 12a and 12b

Enter the total amount of lines 12a and 12b.

Line 13. Qualified business income deduction from Form 8995 or Form 8995-A

Enter the amount of your qualified business income deduction from Form 8995, Qualified Business Income Deduction Simplified Computation or Form 8995-A, Qualified Business Income Deduction.

Line 14. Add Line 12c and 13

Enter the total amount of lines 12c and 13.

Line 15. Taxable income

Enter the total amount of your taxable income.

Line 16. Tax

Enter the total amount of your tax.

Line 17. Amount from schedule 2, Line 3

Enter the total amount from schedule 2, line 3.

Line 18. Add Lines 16 and 17

Enter the total amount of lines 16 and 17.

Line 19. Nonrefundable child tax credit or credit for other dependents

Enter the total amount of your nonrefundable child tax credit or credit for other dependents.

Line 20. Amount from schedule 3, Line 8

Enter the total amount from schedule 3, line 8.

Line 21. Add Lines 19 and 20

Enter the total amount of lines 19 and 20.

Line 22. Subtract line 21 from Line 18

Enter the total amount after subtracting line 21 from line 18.

Line 23. other taxes including self-employment tax

Enter the total amount of your other taxes including self-employment tax.

Line 24. Total tax

Enter the total amount of your tax.

Line 25a. Federal income tax withheld from Form W-2

Enter the total amount of your federal income tax withheld from Form W-2, Wage and Tax Statement.

Line 25b. Federal income tax withheld from Form 1099

Enter the total amount of your federal income tax withheld from Form 1099, Miscellaneous Information.

Line 25c. Federal income tax withheld from other forms

Enter the total amount of your federal income tax withheld from other forms.

Line 25d. Add Line 25a through 25c

Enter the total amount of lines 25a through 225c.

Line 26. 2021 estimated tax payments and amount applied from 2022 return

Enter the total amount of 2021 estimated tax payments and the amount you applied from the 2022 return.

Line 27a. Earned income credit (EIC)

Enter the total amount of your earned income credit (EIC).

Line 27b. Nontaxable combat pay election

Enter the total amount of your nontaxable combat pay election.

Line 27c. Prior year earned income

Enter the total amount of the income you earned in the prior year.

Line 28. Refundable child tax credit or additional child tax credit

Enter the total amount of your refundable child tax credit or additional child tax credit.

Line 29. American opportunity credit

Enter the total amount of your American opportunity credit.

Line 30. Recovery rebate credit

Enter the total amount of your recovery rebate credit.

Line 31. Amount from schedule 3, line 15

Enter the total amount from schedule 3, line 15.

Line 32. Total other payments and refundable credits

Enter the total amount of your other payments and refundable credits.

Line 33. Total payments

Enter the total amount of your payments.

Refund

Line 34. Amount overpaid

Enter the total amount of your overpayment.

Line 35a. Amount you want refunded to you

Enter the total amount you want to be refunded to you.

Line 35b. Routing Number

Enter your routing number.

Line 35c. Type

Mark the appropriate box which corresponds to your refund type. You may select:

• Checking
• Savings

Line 35d. Account Number

Enter your account number.

Line 36. Amount you want applied to your 2022 estimated tax

Enter the total amount you want to be applied to your 2022 estimated tax.

Amount You Owe

Line 37. Amount you owe

Enter the total amount you owe.

Line 38. Estimated tax penalty

Enter the total amount of your estimated tax penalty.

Third Party Designee

Mark YES if you want to allow another person to discuss this return with the Internal Revenue Service (IRS); otherwise, mark NO.

If you marked YES, complete the following:

Designee’s Name

Enter the full legal name of your designee.

Phone Number

Enter the phone number of your designee.

Personal Identification Number (PIN)

Enter the personal identification number (PIN) of your designee.

Sign Here

Your Signature

Affix your signature.

Date

Enter the current date.

Your Occupation

Enter your occupation.

Identity Protection PIN

Enter the identity protection PIN the Internal Revenue Service (IRS) has given you.

Spouse’s Signature

Have your spouse affix his or her signature.

Spouse’s Occupation

Have your spouse enter his or her occupation.

Identity Protection PIN

Have your spouse enter the identity protection PIN the Internal Revenue Service (IRS) has given him or her.

Paid Preparer Use Only

Preparer’s Name

Have your preparer enter his or her full legal name.

Preparer’s Signature

Have your preparer affix his or her signature.

Date

Enter the current date.

Preparer Tax Identification Number (PTIN)

Have your preparer enter his or her preparer tax identification number (PTIN).

Firm’s Name

Have your preparer enter his or her firm’s name.

Firm’s Address

Have your preparer enter his or her firm’s address.

Phone Number

Have your preparer enter his or her firm's phone number.

Firm’s Employer Identification Number (EIN)

Have your preparer enter his or her firm’s employer identification number (EIN).