Form 1040-SR, U.S. Tax Return for Seniors Instructions
This form contains 142 fields organized into 24 sections. Below is a complete list of every field, its type, and what information is expected.
| Field Name | Type | Description |
|---|---|---|
| Additional Information | ||
| topmostSubform[0].Page2[0].f2_25[0 | Text |
This field is for additional information or calculations related to your tax return. Refer to the form instructions for specific details.
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| topmostSubform[0].Page2[0].f2_27[0 | Text |
This field is for additional information or calculations related to your tax return. Refer to the form instructions for specific details.
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| 34 | Text |
This field is for additional information or calculations related to your tax return. Refer to the form instructions for specific details.
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| topmostSubform[0].Page3[0].f3_02[0 | Text |
This field is for additional information or calculations related to your tax return. Refer to the form instructions for specific details.
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| topmostSubform[0].Page3[0].f3_07[0 | Text |
Enter any additional information or comments related to your tax return.
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| topmostSubform[0].Page3[0].f3_08[0 | Text |
Enter any additional information or comments related to your tax return.
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| topmostSubform[0].Page3[0].CheckIf[0].c3_04[0]_1 | CheckBox |
Check this box if applicable.
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| topmostSubform[0].Page4[0].f4_01[0 | Text |
Enter any additional information as required.
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| Address | ||
| topmostSubform[0].Page1[0].Address[0].f1_10[0 | Text |
Enter your street address. This is where you receive your mail.
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| Apt. no | Text |
Enter your apartment number if applicable.
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| 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, complete the spaces below for country and postal code.
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| State | Text |
Enter the state where you reside.
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| ZIP code | Text |
Enter your ZIP code.
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| Foreign country name | Text |
If you have a foreign address, enter the name of the foreign country.
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| Adjustments | ||
| 10 Adjustments to income from Schedule 1, line 26 10 | Number |
Enter the adjustments to income from Schedule 1, line 26. This will affect your total income calculation.
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| Contact Information | ||
| Phone no | Text |
Enter your phone number for contact purposes.
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| topmostSubform[0].Page3[0].f3_10[0 | Text |
Enter the 5-digit ZIP code of your mailing address.
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| Phone no | Text |
Enter your phone number.
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| Email address | Text |
Enter your email address.
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| Deductions | ||
| topmostSubform[0].Page1[0].c1_03[3]_4 | CheckBox |
Check this box if you are claiming the standard deduction.
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| topmostSubform[0].Page1[0].c1_03[4]_5 | CheckBox |
Check this box if you are itemizing deductions.
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| St ndard deduction or itemized deductions (from Schedule A) . . 12 | Number |
Enter the standard deduction or itemized deductions amount from Schedule A.
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| 14 Add lines 12 and 13 14 | Number |
Add the amounts on lines 12 and 13 and enter the total.
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| Dependents | ||
| topmostSubform[0].Page1[0].f1_03[0 | Text |
Enter the number of dependents you are claiming. This should be a numeric value.
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| topmostSubform[0].Page1[0].Dependents[0].c1_13[0]_1 | CheckBox |
Check this box if you have dependents to claim.
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| topmostSubform[0].Page1[0].DependentsTable[0].Row1[0].f1_20[0 | Text |
Enter the name of your dependent.
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| topmostSubform[0].Page1[0].DependentsTable[0].Row1[0].f1_21[0 | Text |
Enter the Social Security Number (SSN) of your dependent. Maximum length is 9 digits.
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| Dependents Information | ||
| topmostSubform[0].Page1[0].DependentsTable[0].Row1[0].f1_22[0 | Text |
Enter the name of the first dependent you are claiming on your tax return.
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| topmostSubform[0].Page1[0].DependentsTable[0].Row1[0].c1_14[0]_1 | CheckBox |
Check this box if the first dependent is a qualifying child for the Child Tax Credit.
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| topmostSubform[0].Page1[0].DependentsTable[0].Row1[0].c1_15[0]_1 | CheckBox |
Check this box if the first dependent is a qualifying relative for the Credit for Other Dependents.
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| topmostSubform[0].Page1[0].DependentsTable[0].Row2[0].f1_23[0 | Text |
Enter the name of the second dependent you are claiming on your tax return.
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| topmostSubform[0].Page1[0].DependentsTable[0].Row2[0].f1_24[0 | Text |
Enter the Social Security Number (SSN) of the second dependent. This field has a maximum length of 9 digits.
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| topmostSubform[0].Page1[0].DependentsTable[0].Row2[0].f1_25[0 | Text |
Enter the relationship of the second dependent to you (e.g., son, daughter, parent).
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| topmostSubform[0].Page1[0].DependentsTable[0].Row2[0].c1_16[0]_1 | CheckBox |
Check this box if the second dependent is a qualifying child for the Child Tax Credit.
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| topmostSubform[0].Page1[0].DependentsTable[0].Row2[0].c1_17[0]_1 | CheckBox |
Check this box if the second dependent is a qualifying relative for the Credit for Other Dependents.
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| topmostSubform[0].Page1[0].DependentsTable[0].Row3[0].f1_26[0 | Text |
Enter the name of the third dependent you are claiming on your tax return.
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| topmostSubform[0].Page1[0].DependentsTable[0].Row3[0].f1_27[0 | Text |
Enter the Social Security Number (SSN) of the third dependent. This field has a maximum length of 9 digits.
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| topmostSubform[0].Page1[0].DependentsTable[0].Row3[0].f1_28[0 | Text |
Enter the name of the dependent in this field.
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| topmostSubform[0].Page1[0].DependentsTable[0].Row3[0].c1_18[0]_1 | CheckBox |
Check this box if the dependent qualifies for the Child Tax Credit.
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| topmostSubform[0].Page1[0].DependentsTable[0].Row3[0].c1_19[0]_1 | CheckBox |
Check this box if the dependent qualifies for the Credit for Other Dependents.
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| topmostSubform[0].Page1[0].DependentsTable[0].Row4[0].f1_29[0 | Text |
Enter the name of another dependent in this field.
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| topmostSubform[0].Page1[0].DependentsTable[0].Row4[0].f1_30[0 | Text |
Enter the Social Security Number (SSN) of the dependent. The maximum length is 9 digits.
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| topmostSubform[0].Page1[0].DependentsTable[0].Row4[0].f1_31[0 | Text |
Enter the relationship of the dependent to you (e.g., son, daughter, parent).
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| topmostSubform[0].Page1[0].DependentsTable[0].Row4[0].c1_20[0]_1 | CheckBox |
Check this box if the dependent qualifies for the Child Tax Credit.
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| topmostSubform[0].Page1[0].DependentsTable[0].Row4[0].c1_21[0]_1 | CheckBox |
Check this box if the dependent qualifies for the Credit for Other Dependents.
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| Direct Deposit Information | ||
| topmostSubform[0].Page3[0].RoutingNo[0].f3_03[0 | Text |
Enter your bank's 9-digit routing number for direct deposit of your tax refund.
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| topmostSubform[0].Page3[0].AccountNo[0].f3_04[0 | Text |
Enter your bank account number for direct deposit of your tax refund. The account number can be up to 17 digits.
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| Filing Status | ||
| topmostSubform[0].Page1[0].f1_01[0 | Text |
Enter your filing status. This could be Single, Married Filing Jointly, Married Filing Separately, Head of Household, or Qualifying Widow(er).
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| topmostSubform[0].Page1[0].c1_01[0]_1 | CheckBox |
Check this box if you are filing as Single.
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| topmostSubform[0].Page1[0].c1_02[0]_1 | CheckBox |
Check this box if you are filing as Married filing jointly.
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| topmostSubform[0].Page1[0].c1_03[0]_1 | CheckBox |
Check this box if you are filing as Married filing separately.
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| topmostSubform[0].Page1[0].c1_03[1]_2 | CheckBox |
Check this box if you are filing as Head of household.
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| topmostSubform[0].Page1[0].c1_03[2]_3 | CheckBox |
Check this box if you are filing as Qualifying surviving spouse.
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| topmostSubform[0].Page1[0].c1_05[1]_2 | CheckBox |
Check this box if you are filing as Single.
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| topmostSubform[0].Page1[0].c1_06[0]_1 | CheckBox |
Check this box if you are filing as Married filing jointly.
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| topmostSubform[0].Page1[0].c1_07[0]_1 | CheckBox |
Check this box if you are filing as Married filing separately.
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| topmostSubform[0].Page1[0].c1_08[0]_1 | CheckBox |
Check this box if you are filing as Head of household.
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| topmostSubform[0].Page1[0].c1_09[0]_1 | CheckBox |
Check this box if you are filing as Qualifying widow(er).
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| topmostSubform[0].Page3[0].Line34a_ReadOrder[0].c3_01[0]_1 | CheckBox |
Check this box if applicable. Refer to the form instructions for specific conditions under which this box should be checked.
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| General | ||
| topmostSubform[0].Page1[0].f1_38[0 | Text |
This field appears to be missing a description. Please refer to the form instructions for more information.
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| topmostSubform[0].Page1[0].f1_40[0 | Text |
This field appears to be missing a description. Please refer to the form instructions for more information.
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| 3a | Text |
This field appears to be missing a description. Please refer to the form instructions for more information.
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| topmostSubform[0].Page1[0].f1_46[0 | Text |
This field appears to be missing a description. Please refer to the form instructions for more information.
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| General Information | ||
| topmostSubform[0].Page2[0].f2_01[0 | Text |
Enter the required information for this field on Page 2. The specific details are not provided in the field name.
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| topmostSubform[0].Page2[0].f2_02[0 | Text |
Enter the required information for this field on Page 2. The specific details are not provided in the field name.
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| topmostSubform[0].Page2[0].f2_07[0 | Text |
Enter the required information for this field on Page 2. The specific details are not provided in the field name.
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| Income Calculation | ||
| z Add lines 1a through 1h 1z | Number |
Add the amounts from lines 1a through 1h and enter the total here.
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| Income Details | ||
| topmostSubform[0].Page1[0].f1_02[0 | Number |
Enter your total income for the tax year. This includes wages, salaries, tips, and other forms of income.
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| topmostSubform[0].Page1[0].f1_18[0 | Number |
Enter your total income for the tax year.
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| 1a Total amount from Form(s) W-2, box 1 (see instructions) 1a | Number |
Enter the total amount from Form(s) W-2, box 1. Refer to the instructions for more details.
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| topmostSubform[0].Page1[0].f1_33[0 | Text |
Enter any additional income details as required by the form.
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| topmostSubform[0].Page1[0].f1_34[0 | Text |
Enter any other income details as required by the form.
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| d Medicaid waiver payments not reported on Form(s) W-2 (see instructions) 1d | Number |
Enter the amount of Medicaid waiver payments you received that were not reported on Form(s) W-2. Refer to the instructions for more details.
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| e Taxable dependent care benefits from Form 2441, line 26 1e | Number |
Enter the taxable amount of dependent care benefits you received, as reported on Form 2441, line 26.
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| f Employer-provided adoption benefits from Form 8839, line 29 1f | Number |
Enter the amount of employer-provided adoption benefits you received, as reported on Form 8839, line 29.
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| h Other earned income (see instructions) 1h | Number |
Enter any other earned income you received. Refer to the instructions for more details on what qualifies as other earned income.
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| 2a Tax-exempt interest 2a | Number |
Enter the amount of tax-exempt interest income you received.
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| b Taxable interest 2b | Number |
Enter the amount of taxable interest income you received.
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| b Ordinary dividends 3b | Number |
Enter the amount of ordinary dividends you received.
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| b Taxable amount 4b | Number |
Enter the taxable amount from the specified source.
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| 5a Pensions and annuities 5a | Number |
Enter the total amount of pensions and annuities you received.
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| b Taxable amount 5b | Number |
Enter the taxable amount of pensions and annuities you received.
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| 6a Social security benefits 6a | Number |
Enter the total amount of social security benefits you received.
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| 6b b Taxable amount | Number |
Enter the taxable amount from line 6b. This is the portion of your income that is subject to tax.
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| topmostSubform[0].Page1[0].Line6c_ReadOrder[0].c1_22[0]_1 | CheckBox |
Check this box if applicable for line 6c. This may relate to specific income or deduction criteria.
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| topmostSubform[0].Page2[0].Line7_ReadOrder[0].c2_01[0]_1 | CheckBox |
Check this box if applicable for line 7. This may relate to specific income or deduction criteria.
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| 9 Add lines 1z, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income 9 | Number |
Calculate and enter the total income by adding lines 1z, 2b, 3b, 4b, 5b, 6b, 7, and 8.
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| Subtract line 10 from line 9. This is your adjusted gross income 11 | Number |
Subtract the amount on line 10 from line 9 to calculate your adjusted gross income.
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| 15 Subtract line 14 from line 11. If zero or less, enter -0-. This is your | Number |
Subtract the amount on line 14 from line 11. If the result is zero or less, enter -0-.
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| topmostSubform[0].Page2[0].Line16_ReadOrder[0].c2_02[0]_1 | CheckBox |
Check this box if applicable for line 16. This may relate to specific income or deduction criteria.
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| topmostSubform[0].Page2[0].Line16_ReadOrder[0].f2_10[0 | Number |
Enter the amount or information required for Line 16 on Page 2 of the form.
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| topmostSubform[0].Page2[0].f2_11[0 | Text |
Enter the amount or information required for the specific field on Page 2 of the form.
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| topmostSubform[0].Page2[0].f2_16[0 | Text |
Enter the amount or information required for the specific field on Page 2 of the form.
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| topmostSubform[0].Page2[0].f2_19[0 | Text |
Enter the amount or information required for the specific field on Page 2 of the form.
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| topmostSubform[0].Page2[0].f2_20[0 | Text |
Enter the amount or information required for the specific field on Page 2 of the form.
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| b Form(s) 1099 25b | Number |
Enter the total amount from Form(s) 1099 that you received. This includes various types of income such as interest, dividends, and non-employee compensation.
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| Oc Other forms (see instructions). 25c | Number |
Enter amounts from other forms as specified in the instructions. This may include additional income or adjustments not covered by standard forms.
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| d Add lines 25a through 25c 25d | Number |
Calculate and enter the sum of lines 25a through 25c. This is the total of specific income or adjustments reported on those lines.
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| Other Taxes | ||
| 23 Other taxes, including self-employment tax, from Schedule 2, line 21 23 | Number |
Enter other taxes, including self-employment tax, from Schedule 2, line 21.
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| Payments | ||
| topmostSubform[0].Page1[0].f1_19[0 | Number |
Enter the total amount of tax payments you have made for the tax year.
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| 2024 estimated tax payments and amount applied from 2023 return 26 | Number |
Enter the total of your 2024 estimated tax payments and any amount applied from your 2023 tax return.
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| 33 Add lines 25d, 26, and 32. These are your total payments 33 | Number |
Calculate and enter the sum of lines 25d, 26, and 32. This represents your total payments made towards your tax liability.
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| Personal Information | ||
| Your first name and middle initial | Text |
Enter your first name and middle initial as it appears on your Social Security card.
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| Last name | Text |
Enter your last name as it appears on your Social Security card.
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| topmostSubform[0].Page1[0].YourSocial[0].f1_06[0 | Text |
Enter your Social Security Number. This should be a 9-digit number without dashes.
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| middle initial | Text |
Enter your middle initial if applicable.
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| Foreign province/state/county | Text |
Enter the name of the foreign province, state, or county if your address is outside the United States.
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| Foreign postal code | Text |
Enter the foreign postal code if your address is outside the United States.
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| topmostSubform[0].Page1[0].c1_10[0]_1 | CheckBox |
Check this box if you or your spouse are 65 or older.
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| topmostSubform[0].Page1[0].c1_11[0]_1 | CheckBox |
Check this box if you or your spouse are blind.
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| topmostSubform[0].Page3[0].SignHere[0].f3_12[0 | Text |
Enter your occupation. This field is limited to 6 characters.
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| Spouse's occupation | Text |
Enter your spouse's occupation.
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| topmostSubform[0].Page3[0].SignHere[0].f3_14[0 | Text |
Enter your spouse's occupation. This field is limited to 6 characters.
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| Preparer Information | ||
| Preparer's name | Text |
Enter the name of the tax preparer.
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| PTIN | Text |
Enter the Preparer Tax Identification Number (PTIN). This field is limited to 11 characters.
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| Firm's name | Text |
Enter the name of the preparer's firm.
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| Phone no | Text |
Enter the phone number of the preparer's firm.
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| Firm's address | Text |
Enter the address of the preparer's firm.
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| Firm's EIN | Text |
Enter the Employer Identification Number (EIN) of the preparer's firm. This field is limited to 10 characters.
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| Reserved Fields | ||
| 30 Reserved for future use 30 | Text |
This field is reserved for future use and should not be filled out for the 2024 tax year.
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| Signature | ||
| topmostSubform[0].Page3[0].SignHere[0].f3_11[0 | Text |
Sign here to validate and complete your tax return.
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| Spouse Information | ||
| If joint return, spouse's first name and middle initial | Text |
If filing jointly, enter your spouse's first name and middle initial as it appears on their Social Security card.
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| topmostSubform[0].Page1[0].SpousesSocial[0].f1_09[0 | Text |
Enter your spouse's Social Security Number if filing jointly. This should be a 9-digit number without dashes.
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| Tax Calculations | ||
| 17 Amount from Schedule 2, line 3. 17 | Number |
Enter the amount from Schedule 2, line 3. This is used to calculate your total tax liability.
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| 18 Add lines 16 and 17 18 | Number |
Add the amounts from lines 16 and 17 and enter the total here.
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| 20 Amount from Schedule 3, line 8 . 20 | Number |
Enter the amount from Schedule 3, line 8. This is used to calculate your total tax liability.
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| 22 Subtract line 21 from line 18. If zero or less, enter -0--22 | Number |
Subtract the amount on line 21 from the amount on line 18. If the result is zero or less, enter 0.
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| Tax Credits | ||
| topmostSubform[0].Page1[0].c1_04[0]_1 | CheckBox |
Check this box if you are claiming any tax credits.
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| topmostSubform[0].Page2[0].Line16_ReadOrder[0].c2_03[0]_1 | CheckBox |
Check this box if you are eligible for the specific condition or credit related to Line 16 on Page 2 of the form.
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| topmostSubform[0].Page2[0].Line16_ReadOrder[0].c2_04[0]_1 | CheckBox |
Check this box if you meet the criteria for the specific condition or credit related to Line 16 on Page 2 of the form.
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| 19 Child tax credit or credit for other dependents from Schedule 8812 19 | Number |
Enter the child tax credit or credit for other dependents from Schedule 8812.
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| 28 Additional child tax credit from Schedule 8812. 28 | Number |
Enter the amount of the additional child tax credit you are claiming from Schedule 8812.
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| 31 Amount from Schedule 3, line 15 31 | Number |
Enter the amount from Schedule 3, line 15. This may include additional credits or payments.
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| refundable credits. 32 | Number |
Enter the total amount of refundable credits you are claiming. These credits can result in a refund even if you do not owe any tax.
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| Tax Payments and Credits | ||
| 36 Amount of line 34 you want applied to your 2025 estimated tax. 36 | Number |
Enter the amount from line 34 that you want to apply to your 2025 estimated tax.
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| Amount 37 You Owe Subtract line 33 from line 24. This is the amount you owe. 37 | Number |
Enter the amount you owe by subtracting line 33 from line 24.
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| Third-Party Designee | ||
| topmostSubform[0].Page1[0].c1_05[0]_1 | CheckBox |
Check this box if you want to authorize a third-party designee to discuss your return with the IRS.
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| topmostSubform[0].Page1[0].c1_12[0]_1 | CheckBox |
Check this box if you want to allow a third-party designee to discuss your return with the IRS.
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| topmostSubform[0].Page3[0].c3_02[0]_1 | CheckBox |
Check this box if you want to allow a third-party designee to discuss your tax return with the IRS.
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| topmostSubform[0].Page3[0].c3_02[1]_2 | CheckBox |
Check this box if you do not want to allow a third-party designee to discuss your tax return with the IRS.
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| topmostSubform[0].Page3[0].c3_03[0]_1 | CheckBox |
Check this box if you want to allow a third-party designee to discuss your tax return with the IRS.
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| topmostSubform[0].Page3[0].c3_03[1]_2 | CheckBox |
Check this box if you do not want to allow a third-party designee to discuss your tax return with the IRS.
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