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