1040

For 2021, Tax Payer will use Form 1040 or, if Tax Payer was born before January 2, 1957, Tax Payer have the option to use Form 1040-SR. 

Tax Payer may only need to Form 1040 or 1040-SR and none of the numbered schedules, Schedules 1 through 3. 

Schedule 1, Part I

Have additional income, such as business or farm income or loss, unemployment compensation, prize or award money, or gambling winnings.

Schedule 1, Part II

Have any deductions to claim, such as student loan interest, self-employment tax, or educator expenses.

Schedule 2, Part I

Owe alternative minimum tax (AMT) or need to make an excess advance premium tax credit repayment.

Schedule 2, Part II

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 3, Part I

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

Line 1 Foreign Tax Credit

Line 2 Credit for Child and Dependent Care Expenses

Line 3 Education Credits

Line 4 Retirement Savings Contributions Credit (Saver's Credit)

Line 5 Residential Energy Credits

Lines 6a Through 6z Other Nonrefundable Credits

Line 9 Net Premium Tax Credit

Line 10 Amount Paid with Request for Extension to File

Line 11 Excess Social Security and Tier 1 RRTA Tax Withheld

Line 12 Credit for Federal Tax on Fuels

Schedule 3, Part II

Can claim a refundable credit (other than the earned income credit, American opportunity credit, refundable child tax credit, additional child tax credit, or recovery rebate credit), such as the net premium tax credit, health coverage tax credit, or qualified sick and family leave credits from Schedule H or Schedule SE. 

Have other payments, such as an amount paid with a request for an extension to file or excess social security tax withheld. 

Lines 13a Through 13z Other Payments or Refundable Credits

Line 13b Qualified sick and family leave credits from Schedule(s) H and Form(s) 7202 for leave taken before April 1, 2021. 

Line 13g Credit for child and dependent care expenses.

Line 13h Qualified sick and family leave credits from Schedule(s) H and Form(s) 7202 for leave taken after March 31, 2021.

Line 13z Other payments or refundable credits

2021 Instruction 1040 - IRS tax forms

However, if return is more complicated (for example, Tax Payer claim certain deductions or credits or owe additional taxes), Tax Payer will need to complete one or more of the numbered schedules. 

If Tax Payer uses our services to prepare and e-file return, we will generally determine which schedules you need.