Form 1040

Form 1040
Go to https://www.irs.gov/forms-pubs/about-form-1040 for the latest information.
For the year Jan. 1–Dec. 31, 2023, or other tax year beginning Month , 2023, ending Month , 20 Year
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.
City, town, or post office. If you have a foreign address, also complete spaces below.
State
ZIP code
Foreign country name
Foreign province/state/county
Foreign postal code
Presidential Election Campaign
Check here if you, or your spouse if filing jointly, want $3 StateZIP code to go to this fund. Checking a box below will not change Foreign province/state/county Foreign postal code your tax or refund.

YouSpouse
Filing Status

SingleHead of household (HOH)Married filing jointly (even if only one had income)Married filing separately (MFS)Qualifying surviving spouse (QSS)
If you checked the MFS box, enter the name of your spouse. If you checked the HOH or QSS box, enter the child’s name if the qualifying person is a child but not your dependent:
Digital Assets
At any time during 2023, did you: (a) receive (as a reward, award, or payment for property or services); or (b) sell, exchange, or otherwise dispose of a digital asset (or a financial interest in a digital asset)? (See instructions.)

YesNo
Standard Deduction
Someone can claim

You as a dependentYour spouse as a dependentSpouse itemizes on a separate return or you were a dual-status alien
Age/Blindness
You:

Were born before January 2, 1959Are blind
Spouse:

Was born before January 2, 1959Is blind
Dependents
(1) Dependent Name
(2) Dependent SSN
(3) Relationship to you
(4) Child tax credit
(4) Credit for other dependents
(1) Dependent Name
(2) Dependent SSN
(3) Relationship to you
(4) Child tax credit
(4) Credit for other dependents
(1) Dependent Name
(2) Dependent SSN
(3) Relationship to you
(4) Child tax credit
(4) Credit for other dependents
(1) Dependent Name
(2) Dependent SSN
(3) Relationship to you
(4) Child tax credit
(4) Credit for other dependents
If more than four dependents,see instructions and check here
Income

Attach Form(s) W-2 here. Also attach Forms W-2G and 1099-R if tax was withheld. If you did not get a Form W-2, see instructions.
1a. Total amount from Form(s) W-2, box 1 (see instructions)
1b. Household employee wages not reported on Form(s) W-2
1c. Tip income not reported on line 1a (see instructions)
1d. Medicaid waiver payments not reported on Form(s) W-2 (see instructions)
1e. Taxable dependent care benefits from Form 2441, line 26
1f. Employer-provided adoption benefits from Form 8839, line 29
1g. Wages from Form 8919, line 6
1h. Other earned income (see instructions)
1i. Nontaxable combat pay election (see instructions)
1z. Add lines 1a through 1h
2a. Tax-exempt interest
2b. Taxable interest
3a. Qualified dividends
3b. Ordinary dividends
4a. IRA distributions
4b. Taxable amount
5a. Pensions and annuities
5b. Taxable amount
6a. Social security benefits
6b. Taxable amount
If you elect to use the lump-sum election method, check here (see instructions)
7. Capital gain or (loss). Attach Schedule D if required. If not required, check here
7.
8. Additional income from Schedule 1, line 10
9. Add lines 1z, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income
10. Adjustments to income from Schedule 1, line 26
11. Subtract line 10 from line 9. This is your adjusted gross income
Standard Deduction for—
• Single or Married filing separately, $13,850 • Married filing jointly or Qualifying surviving spouse, $27,700
• Head of household, $20,800
• If you checked any box under Standard Deduction, see instructions.
12. Standard deduction or itemized deductions (from Schedule A)
13. Qualified business income deduction from Form 8995 or Form 8995-A
14. Add lines 12 and 13
15. Subtract line 14 from line 11.
Tax and Credits
16. Tax (see instructions). Check if any from Form(s):

88144972Other
16.
17. Amount from Schedule 2, line 3
18. Add lines 16 and 17
19. Child tax credit or credit for other dependents from Schedule 8812
20. Amount from Schedule 3, line 8
21. Add lines 19 and 20
22. Subtract line 21 from line 18. If zero or less, enter -0-
23. Other taxes, including self-employment tax, from Schedule 2, line 21
24. Add lines 22 and 23. This is your total tax
Payments
25a. Form(s) W-2
25b. Form(s) 1099
25c. Other forms (see instructions)
25d. Add lines 25a through 25c
26. 2023 estimated tax payments and amount applied from 2022 return
27. Earned income credit (EIC)If you have a qualifying child, attach Sch. EIC.
28. Additional child tax credit from Schedule 8812
29. American opportunity credit from Form 8863, line 8
30. Reserved for future use
31. Amount from Schedule 3, line 15
32. Add lines 27, 28, 29, and 31. These are your total other payments and refundable credits
33. Add lines 25d, 26, and 32. These are your total payments
Refund

Direct deposit? See instructions.
34. If line 33 is more than line 24, subtract line 24 from line 33. This is the amount you overpaid
35a. Amount of line 34 you want refunded to you. If Form 8888 is attached, check here
35a
35b. Routing number
35c. Type

CheckingSavings
35d. Account number
36. Amount of line 34 you want applied to your 2024 estimated tax
Amount You Owe
Subtract line 33 from line 24. This is the amount you owe. For details on how to pay, go to www.irs.gov/Payments or see instructions .
37. Subtract line 33 from line 24. This is the amount you owe. For details on how to pay, go to www.irs.gov/Payments or see instructions
38. Estimated tax penalty (see instructions)
Third Party Designee
Do you want to allow another person to discuss this return with the IRS? See instructions

YesNo
Designee’s name
Phone no.
Personal identification 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

Clear
Date

MonthDayYear
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.

Clear
Date

MonthDayYear
Date
Spouse’s occupation
If the IRS sent your spouse an Identity Protection PIN, enter it here (see inst.)
Phone no.
Email address
example@example.com
Paid Preparer Use Only
Preparer’s name
Preparer’s signature

Clear
Date

MonthDayYear
Date
PTIN
Check if

Self-employed
Firm’s name
Phone no.
Firm’s address
Firm’s EIN
Disclaimer
These tax forms are provided as a courtesy to our Jotform users. It is up to you to make sure you are filing the right form with the IRS and to fill out the form correctly. Jotform does not file tax forms for you - that is your responsibility. If you have any questions or need any legal or tax advice about which form is appropriate or how to fill in the form, or whether the form is required by the IRS, consult your tax preparer, adviser, and/or attorney.
Should be Empty:

Presidential Election Campaign

Digital Assets

Standard Deduction

Age/Blindness

Dependents

Income

Tax and Credits

Payments

Refund

Amount You Owe

Third Party Designee

Sign Here

Paid Preparer Use Only