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Fill in a Valid IRS 1040 Form

The IRS 1040 form is the standard individual income tax return used by U.S. taxpayers to report their annual income. Completing this form is essential for determining your tax liability or refund. Understanding its components can simplify the filing process and help you maximize your potential benefits.

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Document Sample

Form

1040

Department of the Treasury—Internal Revenue Service

(99)

U.S. Individual Income Tax Return

2021

OMB No. 1545-0074

IRS Use Only—Do not write or staple in this space.

Filing Status

Check only one box.

	Single		Married filing jointly		Married filing separately (MFS)		Head of household (HOH)		Qualifying widow(er) (QW)

If you checked the MFS box, enter the name of your spouse. If you checked the HOH or QW box, enter the child’s name if the qualifying person is a child but not your dependent ▶

Your first name and middle initial

Last name

Your social security number

If joint return, spouse’s first name and middle initial

Last name

Spouse’s social security number

Home address (number and street). If you have a P.O. box, see instructions.

Apt. no.

Presidential Election Campaign

Check here if you, or your

spouse if filing jointly, want $3

City, town, or post office. If you have a foreign address, also complete spaces below.

State

ZIP code

to go to this fund. Checking a

box below will not change

Foreign country name

Foreign province/state/county

Foreign postal code

your tax or refund.

You

Spouse

At any time during 2021, did you receive, sell, exchange, or otherwise dispose of any financial interest in any virtual currency?

Yes

Standard

Someone can claim:

You as a dependent

Your spouse as a dependent

Deduction

Spouse itemizes on a separate return or you were a dual-status alien

Age/Blindness You:

Were born before January 2, 1957

Are blind

Spouse:

Was born before January 2, 1957

Is blind

Dependents (see instructions):

(2) Social security

(3) Relationship

(4) ✔ if qualifies for (see instructions):

If more

(1) First name

Last name

number

to you

Child tax credit

Credit for other dependents

than four

dependents,

see instructions

and check

here ▶

Attach

Wages, salaries, tips, etc. Attach Form(s) W-2

Tax-exempt interest . . .

b Taxable interest

. . . .

Sch. B if

Qualified dividends . . .

b Ordinary dividends . . . .

required.

IRA distributions . . . .

b Taxable amount

Pensions and annuities . .

b Taxable amount

Standard

Social security benefits . .

b Taxable amount

Deduction for—

Capital gain or (loss). Attach Schedule D if required. If not required, check here .

. . . ▶

• Single or

Other income from Schedule 1, line 10

Married filing

separately,

Add lines 1, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income

▶

$12,550

• Married filing

Adjustments to income from Schedule 1, line 26

jointly or

Subtract line 10 from line 9. This is your adjusted gross income

. . . . . . . . .

▶

Qualifying

widow(er),

Standard deduction or itemized deductions (from Schedule A)

. .

12a

$25,100

Charitable contributions if you take the standard deduction (see instructions)

12b

• Head of

household,

Add lines 12a and 12b

12c

$18,800

• If you checked

Qualified business income deduction from Form 8995 or Form 8995-A

any box under

Add lines 12c and 13

. . . . . . . . . . . . . . . . . . . . . .

Standard

Deduction,

Taxable income. Subtract line 14 from line 11. If zero or less, enter -0-

see instructions.

For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions.

Cat. No. 11320B

Form 1040 (2021)


Form 1040 (2021)	Page 2


	16	Tax (see instructions). Check if any from Form(s): 1		8814	2	4972			3			. .		16
	17	Amount from Schedule 2, line 3						. . . . . . . .						17
	18	Add lines 16 and 17						. . . . . . . .						18
	19	Nonrefundable child tax credit or credit for other dependents from Schedule 8812												19
	20	Amount from Schedule 3, line 8						. . . . . . . .						20
	21	Add lines 19 and 20						. . . . . . . .						21
	22	Subtract line 21 from line 18. If zero or less, enter -0-						. . . . . . . .						22
	23	Other taxes, including self-employment tax, from Schedule 2, line 21 .						. . . . . . . .						23
	24	Add lines 22 and 23. This is your total tax						. . . . .			. .		▶	24
	25	Federal income tax withheld from:
	a	Form(s) W-2							25a
	b	Form(s) 1099							25b
	c	Other forms (see instructions)							25c
	d	Add lines 25a through 25c						. . . . . . . .						25d
If you have a	26	2021 estimated tax payments and amount applied from 2020 return . .						. . . . . . . .						26
If you have a	27a	Earned income credit (EIC)							27a
qualifying child,	27a	Earned income credit (EIC)							27a
attach Sch. EIC.		Check here if you were born after January 1, 1998, and before

		January 2, 2004, and you satisfy all the other requirements for
		taxpayers who are at least age 18, to claim the EIC. See instructions ▶
	b	Nontaxable combat pay election . . . .		27b
	c	Prior year (2019) earned income . . . .		27c
	28	Refundable child tax credit or additional child tax credit from Schedule 8812							28
	29	American opportunity credit from Form 8863, line 8							29
	30	Recovery rebate credit. See instructions							30
	31	Amount from Schedule 3, line 15							31
	32	Add lines 27a and 28 through 31. These are your total other payments and refundable credits											▶	32
	33	Add lines 25d, 26, and 32. These are your total payments . . . .						. . . . .			. .		▶	33
Refund	34	If line 33 is more than line 24, subtract line 24 from line 33. This is the amount you overpaid										. .		34
Refund	35a	Amount of line 34 you want refunded to you. If Form 8888 is attached, check here . .									.	▶		35a
	35a										.	▶		35a
Direct deposit?	▶ b	Routing number			▶ c Type:				Checking			Savings
See instructions.	▶ d	Account number
	36	Amount of line 34 you want applied to your 2022 estimated tax .				.	▶		36
Amount	37	Amount you owe. Subtract line 33 from line 24. For details on how to pay, see instructions										.	▶	37
You Owe	38	Estimated tax penalty (see instructions) . . .		. . . . .		.	▶		38
Third Party	Do	you want to allow another person to discuss this return with the IRS? See
Designee	instructions		. . . . . . . . . . . . . . . . . . .					.	▶	Yes. Complete below.					No
	Designee’s			Phone						Personal identification
	name ▶			no. ▶						number (PIN) ▶

Sign

Here

Joint return? See instructions. Keep a copy for your records.

Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and belief, they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.

Your signature	Date	Your occupation	If the IRS sent you an Identity
			Protection PIN, enter it here
			(see inst.) ▶
Spouse’s signature. If a joint return, both must sign.	Date	Spouse’s occupation	If the IRS sent your spouse an
▲			Identity Protection PIN, enter it here
			(see inst.) ▶
Phone no.	Email address

Paid

Preparer’s name

Preparer’s signature

Date

PTIN

Check if:

Self-employed

Preparer

Firm’s name ▶

Phone no.

Use Only

Firm’s address ▶

Firm’s EIN

▶

Go to www.irs.gov/Form1040 for instructions and the latest information.

Form 1040 (2021)

Document Information

Fact Name	Description
Purpose	The IRS 1040 form is used by individuals to file their annual income tax returns in the United States.
Filing Deadline	The standard deadline for filing the 1040 form is April 15th of each year, unless it falls on a weekend or holiday.
Types of Income	Taxpayers report various types of income on the 1040, including wages, dividends, and capital gains.
Deductions	Taxpayers can choose between taking the standard deduction or itemizing their deductions to reduce taxable income.
State Forms	Each state has its own income tax form, governed by state tax laws. For example, California uses the 540 form, governed by California Revenue and Taxation Code.

IRS 1040 - Usage Guidelines

Filling out the IRS 1040 form is an important step in managing your taxes. It’s essential to ensure accuracy to avoid any potential issues. Here are the steps to guide you through the process.

Gather all necessary documents, including W-2s, 1099s, and any other income statements.
Begin with your personal information. Enter your name, address, and Social Security number at the top of the form.
Fill in your filing status. Choose from options such as single, married filing jointly, married filing separately, head of household, or qualifying widow(er).
Report your income. List all sources of income, including wages, dividends, and any other earnings.
Adjust your income if necessary. Include any adjustments such as student loan interest or retirement contributions.
Calculate your adjusted gross income (AGI) by subtracting adjustments from your total income.
Claim your deductions. Choose between the standard deduction or itemizing your deductions, depending on which is more beneficial.
Determine your taxable income by subtracting deductions from your AGI.
Calculate your tax liability using the tax tables provided in the form instructions.
Report any tax credits you qualify for. These can reduce your tax bill.
Calculate your total tax. This includes your tax liability minus any credits.
Determine if you owe money or if you will receive a refund. Compare your total tax to any payments already made.
Sign and date the form. If filing jointly, both spouses must sign.
Make a copy of the completed form for your records before submitting it.

Once you have filled out the form, review it carefully for any errors. Ensure that all information is accurate and complete before submitting it to the IRS. Following these steps will help you navigate the process with confidence.

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Dos and Don'ts

When filling out the IRS 1040 form, it's important to follow guidelines to ensure accuracy and compliance. Here’s a helpful list of things to do and avoid:

Do double-check your personal information, including your Social Security number.
Do report all sources of income accurately.
Do take advantage of available deductions and credits.
Do sign and date your form before submitting it.
Do keep copies of your tax return and all supporting documents.

Don't rush through the form; take your time to avoid mistakes.
Don't forget to check for updates to tax laws that may affect your return.
Don't leave any fields blank; if something doesn’t apply, write “N/A.”
Don't ignore instructions provided by the IRS for each section.
Don't submit your return without verifying your calculations.

Common mistakes

Incorrect Personal Information: Many individuals mistakenly enter incorrect names, Social Security numbers, or addresses. This can lead to delays in processing and potential issues with the IRS.
Filing Status Errors: Selecting the wrong filing status can significantly affect tax calculations. Some may not realize that their marital status or living situation impacts their eligibility for certain deductions and credits.
Math Mistakes: Simple addition or subtraction errors are common. Double-checking calculations can prevent unnecessary complications and ensure accuracy in the reported income and tax owed.
Omitting Income: Failing to report all sources of income, such as freelance work or interest from bank accounts, can lead to penalties. It’s crucial to include every income stream to avoid issues with the IRS.
Missing Signatures: Forgetting to sign and date the form is a frequent oversight. A signature is required for the return to be valid, so it's essential to remember this final step.
Not Keeping Copies: Many individuals do not retain copies of their completed tax returns. Keeping a copy is vital for future reference and can be helpful if questions arise later.

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