Form 1040, U.S. Individual Income Tax Return Instructions

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This form contains 139 fields organized into 16 sections. Below is a complete list of every field, its type, and what information is expected.

Field Name Type Description
Address Information
Home address (number and street). If you have a P.O. box, see instructions. Text
Enter your home address (number and street). If you have a P.O. box, see instructions.
Apt. no. of the home address Text
Enter the apartment number of your home address.
City, town, or post office. If you have a foreign address, also complete spaces below. Text
Enter your city, town, or post office. If you have a foreign address, also complete the spaces below.
State Text
Enter your state.
ZIP code Text
Enter your ZIP code.
Foreign country name Text
Enter the name of your foreign country, if applicable.
Foreign province/state/county Text
Enter your foreign province, state, or county, if applicable.
Foreign postal code Text
Enter your foreign postal code, if applicable.
Adjustments
10 Adjustments to income from Schedule 1, line 26 10 Text
Enter the adjustments to income from Schedule 1, line 26.
11 11 Subtract line 10 from line 9. This is your adjusted gross income Text
Subtract line 10 from line 9 to calculate your adjusted gross income.
Credits
19 Child tax credit or credit for other dependents from Schedule 8812 19 Text
Enter the child tax credit or credit for other dependents from Schedule 8812.
21 Add lines 19 and 20 21 . Text
Add the amounts from lines 19 and 20.
28 Additional child tax credit from Schedule 8812 28 Text
Enter the additional child tax credit from Schedule 8812.
Deductions
13 Qualified business income deduction from Form 8995 or Form 8995-A 13 Text
Enter the qualified business income deduction from Form 8995 or Form 8995-A.
14 Add lines 12 and 13. 14 Text
Add the amounts from lines 12 and 13.
Dependents
qualifying person is a child but not your dependent: Text
Enter the name of the qualifying person if they are a child but not your dependent.
Election Campaign
Presidential Election Campaign. Check here if you want $3 to go to this fund CheckBox
Check this box if you want $3 to go to the Presidential Election Campaign fund.
General
32 Add lines 27, 28, 29, and 31. These are your total other payments and refundable credits 32 Text
Add the amounts from lines 27, 28, 29, and 31 to calculate your total other payments and refundable credits.
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Check this box if applicable.
General Information
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Check this box if applicable.
<FEFF00630031005F00320032005B0030005D> CheckBox
Check this box if applicable.
<FEFF00630032005F0031005B0030005D> CheckBox
Check this box if applicable.
<FEFF00630032005F0032005B0030005D> CheckBox
Check this box if applicable.
<FEFF00630032005F0033005B0030005D> CheckBox
Check this box if applicable.
30 Reserved for future use 30 Text
This field is reserved for future use.
<FEFF00630032005F0035005B0030005D> CheckBox
Check this box if applicable.
<FEFF00630032005F0035005B0031005D> CheckBox
Check this box if applicable.
<FEFF00630032005F0036005B0030005D> CheckBox
Check this box if applicable.
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Check this box if applicable.
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Check this box if applicable.
Income
1a 1a Total amount from Form(s) W-2, box 1 (see instructions) Text
Enter the total amount from Form(s) W-2, box 1.
1a 1a Total amount from Form(s) W-2, box 1 (see instructions) Text
Enter the total amount from Form(s) W-2, box 1.
C Tip income not reported on line 1a (see instructions) 1c Text
Enter tip income not reported on line 1a.
Taxable dependent care benefits from Form 2441, line 26 e 1e Text
Enter taxable dependent care benefits from Form 2441, line 26.
f Employer-provided adoption benefits from Form 8839, line 29 1f Text
Enter employer-provided adoption benefits from Form 8839, line 29.
h Other earned income (see instructions) 1h Text
Enter other earned income.
b Ordinary dividends 3b Text
Enter ordinary dividends.
b Ordinary dividends 3b Text
Enter ordinary dividends.
3a Qualified dividends 3a Text
Enter qualified dividends.
b Ordinary dividends 3b Text
Enter ordinary dividends.
4a IRA distributions 4a Text
Enter IRA distributions.
b Ordinary dividends 3b Text
Enter ordinary dividends.
5a Pensions and annuities 5a Text
Enter the total amount of pensions and annuities received.
b Ordinary dividends 3b Text
Enter the total amount of ordinary dividends received.
Social security benefits 6a 6a Text
Enter the total amount of social security benefits received.
Add lines 1z, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income 9 9 Text
Add the amounts from lines 1z, 2b, 3b, 4b, 5b, 6b, 7, and 8 to calculate your total income.
Miscellaneous
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Checkbox field.
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Checkbox field.
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Checkbox field.
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Checkbox field.
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Checkbox field.
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Checkbox field.
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Checkbox field.
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Checkbox field.
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Checkbox field.
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Checkbox field.
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Checkbox field.
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Checkbox field.
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Checkbox field.
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Checkbox field.
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Checkbox field.
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Checkbox field.
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Text field.
<FEFF00660031005F00320030005B0030005D> Text
Text field with a maximum length of 9 characters.
Max length: 9 characters
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Text field.
<FEFF00630031005F00310033005B0030005D> CheckBox
Checkbox field.
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Checkbox field.
<FEFF00660031005F00320032005B0030005D> Text
Text field.
<FEFF00660031005F00320033005B0030005D> Text
Text field with a maximum length of 9 characters.
Max length: 9 characters
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Text field.
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Checkbox field.
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Checkbox field.
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Text field.
<FEFF00660031005F00320036005B0030005D> Text
Text field with a maximum length of 9 characters.
Max length: 9 characters
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Text field.
<FEFF00630031005F00310037005B0030005D> CheckBox
Checkbox field.
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Checkbox field.
<FEFF00660031005F00320038005B0030005D> Text
Text field.
<FEFF00660031005F00320039005B0030005D> Text
Text field with a maximum length of 9 characters.
Max length: 9 characters
<FEFF00660031005F00330030005B0030005D> Text
Text field.
<FEFF00630031005F00310039005B0030005D> CheckBox
Checkbox field.
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Checkbox field.
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Text field.
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Text field.
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Text field.
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Text field.
Payments
a Form(s) W-2 25a Text
Enter the amount from Form(s) W-2.
C Other forms (see instructions) 25c Text
Enter the amount from other forms as specified in the instructions.
d Add lines 25a through 25c 25d Text
Add the amounts from lines 25a through 25c.
33 Add lines 25d, 26, and 32. These are your total payments 33 .. Text
Add the amounts from lines 25d, 26, and 32 to calculate your total payments.
For details on how to pay, go to www.irs.gov/Payments or see instructions. 37 Text
For details on how to pay, go to www.irs.gov/Payments or see instructions.
Estimated tax penalty (see instructions) 38 Text
Enter the estimated tax penalty as per the instructions.
Personal Information
Your first name and middle initial Text
Enter your first name and middle initial.
Your last name Text
Enter your last name.
Your social security number without hyphens Text
Enter your social security number without hyphens.
Max length: 9 characters
If joint return, spouse's first name and middle initial Text
If filing a joint return, enter your spouse's first name and middle initial.
Spouse's last name Text
Enter your spouse's last name.
Spouse’s social security number without hyphens Text
Enter your spouse's social security number without hyphens.
Max length: 9 characters
Designee's name Text
Enter the name of the designee.
Phone no. Text
Enter the phone number of the designee.
Your occupation Text
Enter your occupation.
Spouse's occupation Text
Enter your spouse's occupation.
Phone no. Text
Enter the phone number.
Email address Text
Enter the email address.
Firm's EIN Text
Enter the Employer Identification Number (EIN) of the firm. This is a unique nine-digit number assigned by the IRS to business entities for tax purposes.
Max length: 10 characters
Preparer Information
Preparer's name Text
Enter the preparer's name.
PTIN Text
Enter the PTIN (Preparer Tax Identification Number).
Max length: 11 characters
Firm's name Text
Enter the firm's name.
Phone no. Text
Enter the firm's phone number.
Firm's address Text
Enter the firm's address.
Tax Year Information
For the year Jan. 1-Dec. 31, 2023, or other tax year beginning day Text
Enter the start date of the tax year if it is different from January 1, 2023.
Ending tax day and month Text
Enter the end date of the tax year.
The last 2 digits of the ending tax year Text
Enter the last two digits of the ending tax year.
Max length: 2 characters
Taxes
17 Amount from Schedule 2, line 3 17 Text
Enter the amount from Schedule 2, line 3.
18 Add lines 16 and 17 18 . . Text
Add the amounts from lines 16 and 17.
22 Subtract line 21 from line 18. If zero or less, enter -0--22 Text
Subtract line 21 from line 18. If the result is zero or less, enter -0-.
Other taxes, including self-employment tax, from Schedule 2, line 21 Text
Enter other taxes, including self-employment tax, from Schedule 2, line 21.
Add lines 22 and 23. This is your total tax 24 24 Text
Add the amounts from lines 22 and 23 to calculate your total tax.
Unknown
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This field appears to be missing a label. Please refer to the form instructions for more details.
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This field appears to be missing a label. Please refer to the form instructions for more details.
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This field appears to be missing a label. Please refer to the form instructions for more details.
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This field appears to be missing a label. Please refer to the form instructions for more details.
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This field appears to be missing a label. Please refer to the form instructions for more details.
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This field appears to be missing a label. Please refer to the form instructions for more details.
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<FEFF00660032005F00320035005B0030005D> Text
This field appears to be missing a label. Please refer to the form instructions for more details.
Max length: 9 characters
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This field appears to be missing a label. Please refer to the form instructions for more details.
Max length: 17 characters
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<FEFF00660032005F00330032005B0030005D> Text
This field appears to be missing a label. Please refer to the form instructions for more details.
Max length: 5 characters
<FEFF00660032005F00330034005B0030005D> Text
This field appears to be missing a label. Please refer to the form instructions for more details.
Max length: 6 characters
<FEFF00660032005F00330036005B0030005D> Text
This field appears to be missing a label. Please refer to the form instructions for more details.
Max length: 6 characters