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  • Taxes 2 Go

New Look For 1040 Tax Form

Updated: Jan 12, 2019

Say bye bye to Form 1040EZ and 1040 A, and say hello to my little friend the slim and trim Form 1040. It is the size of a postcard.

6 Accompanying Schedules to 1040

A general guide to what Schedule(s) you will need to file along with the 1040:

Schedule 1

Have additional income, such as capital gains, unemployment compensation, prize or award money, gambling winnings. Have any deductions to claim, such as student loan interest deduction, self-employment tax, educator expenses.

Schedule 2

Owe AMT or need to make an excess advance premium tax credit repayment.

Schedule 3

Can claim a nonrefundable credit other than the child tax credit or the credit for other dependents, such as the foreign tax credit, education credits, general business credit.

Schedule 4

Owe other taxes, such as self-employment tax, household employment taxes, additional tax on IRAs or other qualified retirement plans and tax-favored accounts.

Schedule 5

Can claim a refundable credit other than the earned income credit, American opportunity credit, or additional child tax credit. Have other payments, such as an amount paid with a request for an extension to file or excess social security tax withheld.

Schedule 6

Have a foreign address or a third party designee other than your paid Preparer.


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