Schedule 1 (Form 1040), Additional Income and Adjustments to Income Instructions
This form contains 67 fields organized into 58 sections. Below is a complete list of every field, its type, and what information is expected.
| Field Name | Type | Description |
|---|---|---|
| Alaska Permanent Fund Dividends | ||
| Alaska Permanent Fund Dividends | Number |
Enter the amount of your Alaska Permanent Fund dividends.
|
| Alimony Paid Information | ||
| Alimony Paid Amount | Number |
Enter the total amount of alimony paid during the tax year.
|
| Recipient's SSN | Text |
Enter the Social Security Number of the alimony recipient. Fill only if 'Alimony Paid Amount' is filled.
Depends on:
Alimony Paid Amount
|
| Date of Divorce or Separation Agreement | Date |
Enter the original date of the divorce or separation agreement. Fill only if 'Alimony Paid Amount' is filled.
Depends on:
Alimony Paid Amount
|
| Alimony Received Details | ||
| Alimony Received Amount | Number |
Enter the total amount of alimony received.
|
| Date of Original Agreement | Date |
Enter the date of the original divorce or separation agreement. Fill only if 'Alimony Received Amount' has a value.
Depends on:
Alimony Received Amount
|
| Archer MSA Deduction | ||
| Archer MSA Deduction Amount | Number |
Provide the total amount of your Archer MSA deduction.
|
| Attorney Fees for IRS Information Award | ||
| IRS Information Award Attorney Fees | Number |
Enter the total amount of attorney fees and court costs you paid in connection with an award from the IRS for information provided that helped detect tax law violations.
|
| Attorney Fees for Unlawful Discrimination Claims | ||
| Attorney Fees for Unlawful Discrimination Claims | Number |
Enter the amount of attorney fees and court costs paid for actions involving certain unlawful discrimination claims.
|
| Business Income or Loss | ||
| Business Income or Loss | Number |
Provide the total amount of business income or loss, as calculated on Schedule C.
|
| Cancellation of Debt | ||
| Cancellation of Debt Income | Number |
Enter the amount of income received from cancellation of debt.
|
| Certain Business Expenses | ||
| Certain Business Expenses | Number |
Provide the total amount of certain business expenses for reservists, performing artists, and fee-basis government officials, as calculated on Form 2106.
|
| Contributions by Certain Chaplains | ||
| Chaplain 403(b) Contributions | Number |
Enter the total amount of contributions made by certain chaplains to section 403(b) plans.
|
| Contributions to Section 501(c)(18)(D) Pension Plans | ||
| Contributions to 501(c)(18)(D) Pension Plans | Number |
Provide the total amount of contributions made to Section 501(c)(18)(D) pension plans.
|
| Deductible Part of Self-Employment Tax | ||
| Deductible Part of Self-Employment Tax | Number |
Enter the amount of your deductible self-employment tax.
|
| Deductible Rental Property Expenses | ||
| Deductible Expenses for Rental Property | Number |
Enter the deductible expenses related to income from the rental of personal property engaged in for profit. Fill only if 'Income from the rental of personal property if you engaged in the rental for profit but were not in the business of renting such property' is filled
Depends on:
Income from Rental of Personal Property
|
| Educator Expenses | ||
| Educator Expenses | Number |
Enter the total amount of qualified educator expenses you are claiming.
|
| Excess Business Loss Adjustment | ||
| Excess Business Loss Adjustment | Number |
Provide the amount of the excess business loss adjustment as calculated under Section 461(l).
|
| Excess Deductions from Schedule K-1 | ||
| Excess Deductions Amount | Number |
Enter the amount of excess deductions of section 67(e) expenses received from Schedule K-1 (Form 1041).
|
| Farm Income or Loss | ||
| Farm Income or Loss | Number |
Provide the total farm income or loss, as reported on Schedule F.
|
| Foreign Earned Income Exclusion | ||
| Foreign Earned Income Exclusion Amount | Number |
Please enter the amount of foreign earned income exclusion from Form 2555.
|
| Gambling Income | ||
| Gambling Income | Number |
Please provide the amount of your gambling income.
|
| Health Savings Account Deduction | ||
| Health Savings Account Deduction Amount | Number |
Enter the total amount of your health savings account deduction.
|
| Housing Deduction | ||
| Housing Deduction | Number |
Enter the amount of your housing deduction from Form 2555.
|
| Income from Activity Not for Profit | ||
| Activity Not for Profit Income | Number |
Please enter the amount of income from an activity not engaged in for profit.
|
| Income from Form 8853 | ||
| Income from Form 8853 | Number |
Provide the total income amount from Form 8853.
|
| Income from Form 8889 | ||
| Income from Form 8889 | Number |
Enter the amount of income from Form 8889.
|
| Income from Rental of Personal Property | ||
| Income from Rental of Personal Property | Number |
Enter the total income received from the rental of personal property if you engaged in the rental for profit but were not in the business of renting such property.
|
| IRA Deduction | ||
| IRA Deduction Amount | Number |
Provide the total amount of your IRA deduction.
|
| Jury Duty Pay | ||
| Jury Duty Pay | Number |
Please enter the total amount of jury duty pay received.
|
| Jury Duty Pay Amount | Number |
Enter the amount of jury duty pay received that you are adjusting. Fill only if 'Jury duty pay' is filled
Depends on:
Jury Duty Pay
|
| Moving Expenses for Armed Forces Members | ||
| Moving Expenses for Armed Forces Members | Number |
Provide the total amount of moving expenses for members of the Armed Forces.
|
| Net Operating Loss | ||
| Net Operating Loss | Number |
Provide the amount of your net operating loss.
|
| Nontaxable Medicaid Waiver Payments | ||
| Nontaxable Medicaid Waiver Payments Amount | Number |
Enter the nontaxable amount of Medicaid waiver payments included on Form 1040, line 1a or 1d.
|
| Nontaxable Olympic and Paralympic Prize Money | ||
| Nontaxable Olympic and Paralympic Prize Money | Number |
Enter the nontaxable amount of the value of Olympic and Paralympic medals and USOC prize money reported on line 8m. Fill only if 'Olympic and Paralympic medals and USOC prize money' is filled
Depends on:
Olympic and Paralympic Prize Money
|
| Olympic and Paralympic Prize Money | ||
| Olympic and Paralympic Prize Money | Number |
Enter the total amount received from Olympic and Paralympic medals and USOC prize money.
|
| Other Adjustments | ||
| Other Adjustment 1 Type | Text |
Please provide the description for the first other adjustment. Fill only if 'Other Adjustments Total Amount' is filled.
Depends on:
Other Adjustments Total Amount
|
| Other Adjustment 2 Type | Text |
Please provide the description for the second other adjustment. Fill only if 'Other Adjustments Total Amount' is filled.
Depends on:
Other Adjustments Total Amount
|
| Other Adjustments Total Amount | Number |
Please provide the total amount for the other adjustments listed under line 24z.
|
| Other Gains or Losses | ||
| Other Gains or Losses | Number |
Provide the total amount of other gains or losses, as reported on Form 4797.
|
| Other Income (Line 8z) | ||
| Other Income Type | Text |
Enter the type or description of the other income received.
|
| Other Income Amount | Number |
Enter the amount of the other income received. Fill only if 'Total Other Income (Line 8z)' has a value.
Depends on:
Total Other Income (Line 8z)
|
| Total Other Income (Line 8z) | Number |
Enter the total amount of all other income listed on line 8z.
|
| Penalty on Early Withdrawal of Savings | ||
| Penalty on Early Withdrawal | Number |
Enter the total amount of any penalty incurred for early withdrawal of savings.
|
| Pension or Annuity from Nonqualified Plan | ||
| Pension or Annuity Amount | Number |
Enter the total amount of pension or annuity received from a nonqualified deferred compensation plan or a nongovernmental section 457 plan.
|
| Prizes and Awards | ||
| Prizes and Awards Amount | Number |
Enter the total amount received from prizes and awards.
|
| Reforestation Amortization and Expenses | ||
| Reforestation Amortization and Expenses | Number |
Provide the total amount of reforestation amortization and expenses.
|
| Rental and Royalty Income | ||
| Rental and Royalty Income | Number |
Please enter the total income or loss from rental real estate, royalties, partnerships, S corporations, and trusts.
|
| Repayment of Supplemental Unemployment Benefits | ||
| Repayment of Supplemental Unemployment Benefits | Number |
Please enter the amount of supplemental unemployment benefits repaid under the Trade Act of 1974.
|
| Reserved for Future Use | ||
| Reserved for Future Use Amount | Number |
Enter the amount reserved for future use, if applicable.
|
| Section 951(a) Inclusion | ||
| Section 951(a) Inclusion | Number |
Enter the amount of your Section 951(a) inclusion.
|
| Section 951A(a) Inclusion | ||
| Section 951A(a) Inclusion | Number |
Enter the total amount of your Section 951A(a) inclusion.
|
| Self-Employed Health Insurance Deduction | ||
| Self-Employed Health Insurance Deduction Amount | Number |
Provide the total amount of your self-employed health insurance deduction.
|
| Self-Employed SEP, SIMPLE, and Qualified Plans | ||
| Self-Employed Retirement Plan Deduction | Number |
Enter the total deductible contributions made to Self-Employed SEP, SIMPLE, and Qualified Plans.
|
| Stock Options Income | ||
| Stock Options Income | Number |
Please provide the total income received from stock options.
|
| Student Loan Interest Deduction | ||
| Student Loan Interest Deduction Amount | Number |
Enter the total amount of student loan interest you are deducting for the tax year.
|
| Taxable Distributions from ABLE Account | ||
| Taxable distributions from ABLE account | Number |
Enter the amount of taxable distributions received from an ABLE account.
|
| Taxable Income Tax Refunds | ||
| Taxable Refunds, Credits, or Offsets | Number |
Enter the total amount of taxable refunds, credits, or offsets of state and local income taxes.
|
| Taxpayer Identification | ||
| Taxpayer Name(s) | Text |
Enter the name or names as shown on your Form 1040, 1040-SR, or 1040-NR.
|
| Social Security Number | Text |
Provide your Social Security Number.
|
| Total Additional Income | ||
| form1[0].Page1[0].f1_36[0 | Text | |
| Total Adjustments to Income | ||
| Line 26 Total Adjustments to Income | Number |
Enter the sum of lines 11 through 23 and 25 to calculate your total adjustments to income for Line 26.
|
| Total Other Adjustments | ||
| Total Other Adjustments | Number |
Provide the total amount of other adjustments by adding lines 24a through 24z.
|
| Total Other Income | ||
| Line 9 Total Other Income | Number |
Enter the total other income by adding lines 8a through 8z.
|
| Unemployment Compensation | ||
| Unemployment Compensation Amount | Number |
Enter the total amount of unemployment compensation received.
|
| Unreported Scholarship and Fellowship Grants | ||
| Scholarship and Fellowship Grants | Number |
Provide the amount of scholarship and fellowship grants that were not reported on Form W-2.
|
| Wages Earned While Incarcerated | ||
| Wages Earned While Incarcerated | Number |
Enter the total amount of wages earned while incarcerated.
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