Additional Form(s) or Schedule(s)

As we prepare your Individual Tax return, we make sure to include only the necessary additional forms needed to prepare your return accurately.
Below is a general guide, not all inclusive, to what Schedule(s) or forms that might be included in a 1040 or 1040-SR tax filing.

  • Schedule 1 (Form 1040), Additional Income and Adjustments to Income
  • Schedule 2 (Form 1040), Additional Taxes
  • Schedule 3 (Form 1040), Additional Credits and Payments
  • Schedule A (Form 1040), Itemized Deductions
  • Schedule B (Form 1040), Interest and Ordinary Dividends
  • Schedule C (Form 1040), Profit or Loss from Business (Sole Proprietorship)
  • Schedule D (Form 1040), Capital Gains and Losses
  • Schedule E (Form 1040), Supplemental Income and Loss
  • Schedule EIC (Form 1040 or 1040-SR), Earned Income Credit
  • Schedule F (Form 1040), Profit or Loss From Farming
  • Schedule H (Form 1040), Household Employment Taxes
  • Schedule J (Form 1040), Income Averaging for Farmers and Fishermen
  • Schedule R (Form 1040), Credit for the Elderly or the Disabled
  • Schedule SE (Form 1040), Self-Employment Tax
  • Schedule 8812 (Form 1040), Credits for Qualifying Children and Other Dependents
  • Form 4562, Depreciation and Amortization
  • Form 8829, Expenses for Business Use of Your Home
  • Form 2441, Child and Dependent Care Expenses
  • Form 8582, Passive Activity Loss Limitation
  • Form 8959, Additional Medicare Tax
  • 8960, Net Investment Income Tax
  • Form 8615, Kiddie Tax, Tax for Certain Children Who Have Unearned Income