GENERAL INFORMATION | Form 1040 Schedules

IF YOU . . .		THEN USE . . .
Have additional income, such as: business income or loss farm income or loss unemployment compensation prize or award money		Schedule 1 Additional Income and Adjustments to Income, Part I Additional Income, Part 1
Have any adjustments to income, such as: student loan interest self-employment tax educator expenses		Schedule 1 Additional Income and Adjustments to Income, Part II Adustments to Income
Can claim a deduction for: qualified cash tips qualified overtime qualified vehicle loan interest enhanced deduction for seniors		Schedule 1-A Additioal Deductions
Owe: alternative minimum tax (AMT) or need to make an excess advance premium tax credit repayment		Schedule 2 Additional Taxes, Part I Tax
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 2 Additional Taxes, Part II Other Taxes
Can claim a non-refundable credit (other than the child tax credit or the credit for other dependents), such as: foreign tax credit education credits general business credit		Schedule 3 Additioal Credits and Payments, Part I Non-refundable Credits
Can claim a refundable credit other than: Earned Income Credit American Opportunity Credit Refundable Adoption Credit 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 3 Additional Credits and Payments, Part II Other Payments and Refundable Credits

Created 5/30/2025 by administrator.
Last reviewed or updated 7:00 PM 9/24/2026 by administrator.