Form 1040: U.S. Individual Income Tax Return

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About this Form:

Form 1040, U.S. Individual Income Tax Return, is used by individuals to file their annual federal income tax return with the Internal Revenue Service.

Who uses Form 1040?

U.S. citizens and resident taxpayers generally use Form 1040 to report income, claim deductions and credits, calculate tax, and report payments or refunds for the tax year.

How do I complete Form 1040?

Start by entering your filing status, personal information, Social Security number, address, and information about any dependents you are claiming.

Report income from applicable sources, including wages, interest, dividends, retirement distributions, self-employment income, and other taxable income. Complete the sections for deductions, credits, payments, and any amount owed or refund due.

Some taxpayers may need to attach additional schedules or supporting forms depending on their income, deductions, credits, or tax situation. Review the current IRS instructions before filing.

This template is provided to help prepare a document. Tax situations can vary, so consider consulting the current IRS instructions or a qualified tax professional when needed.

Form 1040: U.S. Individual Income Tax Return FAQs

What is the tax Form 1040?

The IRS Form 1040 is one of the official U.S. documents that taxpayers can use to file their annual income tax return. The form is divided into sections for reporting income and deductions to determine the amount of tax you owe or the refund you can expect to receive.

Do I need Form 1040?

You may need to file a Form 1040 if you claim certain credits or deductions. For example, if you itemize your deductions you'll need to fill out a 1040, as you cannot attach the Schedule A form needed for itemized deductions to either a 1040EZ or 1040A.

How do I obtain Form 1040?

To access your Form 1040 online, check with your e-filing provider. You should be able to sign in and access a copy of your tax return (which includes the Form 1040—the main tax form—and any supporting forms).

Is a W-2 the same as Form 1040?

The W-2 is different from your personal tax return. A W-2 is a report by your employer of your wages which you attach to your personal return. Your personal tax return is IRS Form 1040.

Form	Name
4868	Application for Automatic Extension of Time to File US Individual Income Tax Return
4868 (SP)	Application for Automatic Extension of Time to File US Individual Income Tax Return (Spanish)
SS-4	Application for Employer Identification Number
8822	Change of Address
8822-B	Change of Address or Responsible Party — Business

Form 1040: U.S. Individual Income Tax Return

About this Form:

Who uses Form 1040?

How do I complete Form 1040?