Government forms

Form 1040: U.S. Individual Income Tax Return

The main federal income tax return for U.S. individuals. It reports wages and other income, deductions and credits, and calculates your refund or the amount you owe.

2025 version

Source: Internal Revenue Service (IRS)

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Instructions for filling out Form 1040: U.S. Individual Income Tax Return

This template is used for official filing and documentation. Below are detailed instructions for completing, requirement details, and submission rules.

Who needs to fill out this document?

This form is designed for use by legal entities, individuals, or authorized representatives in the following cases:

U.S. citizens and residents filing their annual federal tax return.
Self-employed people reporting business income with attached schedules.
Anyone claiming a refund of tax withheld from their pay.

What you will need before starting

Before filling out the interactive form, prepare the following details and documents:

1. Income documentsForms W-2, 1099, 1098 and statements for all income received.

2. Personal informationSSNs and dates of birth for you, your spouse and dependents.

3. Deductions and creditsRecords for itemized deductions, education costs, childcare and retirement contributions.

4. Bank detailsRouting and account number for a direct-deposit refund or payment.

Step-by-step filling process

Filing status and dependents: Choose your filing status and list each dependent with their SSN.
Report income: Enter wages, interest, dividends, retirement and other income; attach schedules as needed.
Deductions, tax and credits: Take the standard or itemized deduction, compute the tax and apply credits.
Payments, refund and signature: Enter withholding and estimated payments, choose refund method, then sign and date.

Frequently Asked Questions (FAQ)

When is Form 1040 due?

Usually April 15. If that falls on a weekend or holiday, the deadline moves to the next business day.

Can I get more time?

Yes. File Form 4868 by the deadline for an automatic extension to October 15. It extends the time to file, not to pay.

Do I need to attach my W-2?

If you file on paper, attach Copy B of each W-2 and any 1099 showing tax withheld.

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