AEO summary
What this category covers
This page groups IRS forms related to individual income tax (1040 series).
Forms for reporting and paying individual federal income tax. Includes the main Form 1040, amended returns (1040-X), estimated tax payments (1040-ES), non-resident returns (1040-NR), and senior returns (1040-SR).
The 1040 series is the backbone of individual income tax filing in the United States. Form 1040 is the standard individual tax return used by nearly every American taxpayer. The series includes specialized variants: 1040-SR for seniors with larger print and enhanced deductions, 1040-NR for non-resident aliens with U.S. income, 1040-X for amending previously filed returns, and 1040-ES for quarterly estimated tax payments. Supporting schedules (Schedule A for itemized deductions, Schedule C for business profit/loss, Schedule D for capital gains, Schedule SE for self-employment tax, and others) are used alongside these forms to report specific types of income, deductions, and credits. Most forms in this series are filed annually by April 15.
This page groups IRS forms related to individual income tax (1040 series).
Start with example forms, then open the exact guide that matches your filing task.
The goal is to move from category discovery into a real form page and editor workflow.
U.S. Individual Income Tax Return
Annual federal income tax return for individual taxpayers.
1040 (Schedule 1-A) (sp)
IRS Form 1040-ASP — 1040 (Schedule 1-A) (sp). Official IRS tax form with AI-powered guidance.
Estimated Tax for Individuals
Used by self-employed individuals, freelancers, and investors to pay taxes quarterly.
IRS forms related to individual income tax (1040 series).
U.S. Individual Income Tax Return
Annual federal income tax return for individual taxpayers.
1040 (Schedule 1-A) (sp)
IRS Form 1040-ASP — 1040 (Schedule 1-A) (sp). Official IRS tax form with AI-powered guidance.
Estimated Tax for Individuals
Used by self-employed individuals, freelancers, and investors to pay taxes quarterly.
1040-ES (NR)
IRS Form 1040-ESN — 1040-ES (NR). Official IRS tax form with AI-powered guidance.
1040-ES (sp)
IRS Form 1040-ESS — 1040-ES (sp). Official IRS tax form with AI-powered guidance.
1040 (Schedule LEP)
IRS Form 1040-LEP — 1040 (Schedule LEP). Official IRS tax form with AI-powered guidance.
1040 (Schedule LEP) (sp)
IRS Form 1040-LES — 1040 (Schedule LEP) (sp). Official IRS tax form with AI-powered guidance.
1040-NR (Schedule A) (sp)
IRS Form 1040-NAS — 1040-NR (Schedule A) (sp). Official IRS tax form with AI-powered guidance.
1040-NR (Sch NEC) (sp)
IRS Form 1040-NEC — 1040-NR (Sch NEC) (sp). Official IRS tax form with AI-powered guidance.
U.S. Nonresident Alien Income Tax Return
IRS Form 1040-NR — U.S. Nonresident Alien Income Tax Return. Official IRS tax form with AI-powered guidance.
1040-NR (Schedule A)
IRS Form 1040-NRA — 1040-NR (Schedule A). Official IRS tax form with AI-powered guidance.
1040-NR (Schedule NEC)
IRS Form 1040-NRN — 1040-NR (Schedule NEC). Official IRS tax form with AI-powered guidance.
1040-NR (Schedule OI)
IRS Form 1040-NRO — 1040-NR (Schedule OI). Official IRS tax form with AI-powered guidance.
1040-NR (Schedule P)
IRS Form 1040-NRP — 1040-NR (Schedule P). Official IRS tax form with AI-powered guidance.
1040-NR (sp)
IRS Form 1040-NRS — 1040-NR (sp). Official IRS tax form with AI-powered guidance.
1040-NR (Schedule OI) (sp)
IRS Form 1040-OIS — 1040-NR (Schedule OI) (sp). Official IRS tax form with AI-powered guidance.
1040 (Schedule A)
IRS Form 1040-SA — 1040 (Schedule A). Official IRS tax form with AI-powered guidance.
1040 (Schedule B)
IRS Form 1040-SB — 1040 (Schedule B). Official IRS tax form with AI-powered guidance.
1040 (Schedule C)
IRS Form 1040-SC — 1040 (Schedule C). Official IRS tax form with AI-powered guidance.
IRS Form 1040-SCA
IRS Form 1040-SCA. Official IRS tax form with AI-powered field-by-field guidance.
1040 (Schedule C) (sp)
IRS Form 1040-SCS — 1040 (Schedule C) (sp). Official IRS tax form with AI-powered guidance.
1040 (Schedule D)
IRS Form 1040-SD — 1040 (Schedule D). Official IRS tax form with AI-powered guidance.
1040 (Schedule E)
IRS Form 1040-SE — 1040 (Schedule E). Official IRS tax form with AI-powered guidance.
1040 (Schedule EIC)
IRS Form 1040-SEI — 1040 (Schedule EIC). Official IRS tax form with AI-powered guidance.
1040 (Schedule EIC) (sp)
IRS Form 1040-SEP — 1040 (Schedule EIC) (sp). Official IRS tax form with AI-powered guidance.
1040 (Schedule F)
IRS Form 1040-SF — 1040 (Schedule F). Official IRS tax form with AI-powered guidance.
1040 (Schedule F) (sp)
IRS Form 1040-SFS — 1040 (Schedule F) (sp). Official IRS tax form with AI-powered guidance.
1040 (Schedule H)
IRS Form 1040-SH — 1040 (Schedule H). Official IRS tax form with AI-powered guidance.
1040 (Schedule H) (sp)
IRS Form 1040-SHS — 1040 (Schedule H) (sp). Official IRS tax form with AI-powered guidance.
1040 (Schedule J)
IRS Form 1040-SJ — 1040 (Schedule J). Official IRS tax form with AI-powered guidance.
1040 (sp)
IRS Form 1040-SP — 1040 (sp). Official IRS tax form with AI-powered guidance.
U.S. Tax Return for Seniors
Simplified version of Form 1040 designed for taxpayers age 65 or older.
1040-SR (sp)
IRS Form 1040-SRS — 1040-SR (sp). Official IRS tax form with AI-powered guidance.
U.S. Self-Employment Tax Return (Including the Additional Child Tax Credit for Bona Fide Residents of Puerto Rico)
IRS Form 1040-SS — U.S. Self-Employment Tax Return (Including the Additional Child Tax Credit for Bona Fide Residents of Puerto Rico). Official IRS tax form with AI-powered guidance.
1040 (Schedule SE)
IRS Form 1040-SSE — 1040 (Schedule SE). Official IRS tax form with AI-powered guidance.
1040 (Schedule SE) (sp)
IRS Form 1040-SSP — 1040 (Schedule SE) (sp). Official IRS tax form with AI-powered guidance.
1040-SS (sp)
IRS Form 1040-SSS — 1040-SS (sp). Official IRS tax form with AI-powered guidance.
Amended U.S. Individual Income Tax Return
Used to correct a previously filed Form 1040.
U.S. Departing Alien Income Tax Return
IRS Form 1040C — U.S. Departing Alien Income Tax Return. Official IRS tax form with AI-powered guidance.
1040-SR
IRS Form 1040S — 1040-SR. Official IRS tax form with AI-powered guidance.
Payment Voucher for Individuals
IRS Form 1040V — Payment Voucher for Individuals. Official IRS tax form with AI-powered guidance.
Amended U.S. Individual Income Tax Return
IRS Form 1040X — Amended U.S. Individual Income Tax Return. Official IRS tax form with AI-powered guidance.
U.S. Income Tax Return for Estates and Trusts
IRS Form 1041 — U.S. Income Tax Return for Estates and Trusts. Official IRS tax form with AI-powered guidance.
Estimated Income Tax for Estates and Trusts
IRS Form 1041-ES — Estimated Income Tax for Estates and Trusts. Official IRS tax form with AI-powered guidance.
U.S. Income Tax Return for Qualified Funeral Trusts
IRS Form 1041-QFT — U.S. Income Tax Return for Qualified Funeral Trusts. Official IRS tax form with AI-powered guidance.
1041 (Schedule D)
IRS Form 1041-SD — 1041 (Schedule D). Official IRS tax form with AI-powered guidance.
1041 (Schedule I)
IRS Form 1041-SI — 1041 (Schedule I). Official IRS tax form with AI-powered guidance.
1041 (Schedule J)
IRS Form 1041-SJ — 1041 (Schedule J). Official IRS tax form with AI-powered guidance.
U.S. Information Return Trust Accumulation of Charitable Amounts
IRS Form 1041A — U.S. Information Return Trust Accumulation of Charitable Amounts. Official IRS tax form with AI-powered guidance.
U.S. Income Tax Return for Electing Alaska Native Settlement Trusts
IRS Form 1041N — U.S. Income Tax Return for Electing Alaska Native Settlement Trusts. Official IRS tax form with AI-powered guidance.
Allocation of Estimated Tax Payments to Beneficiaries (Under Code section 643(g))
IRS Form 1041T — Allocation of Estimated Tax Payments to Beneficiaries (Under Code section 643(g)). Official IRS tax form with AI-powered guidance.
Payment Voucher for Estates and Trusts
IRS Form 1041V — Payment Voucher for Estates and Trusts. Official IRS tax form with AI-powered guidance.
Annual Withholding Tax Return for U.S. Source Income of Foreign Persons
IRS Form 1042 — Annual Withholding Tax Return for U.S. Source Income of Foreign Persons. Official IRS tax form with AI-powered guidance.
1042 (Schedule Q)
IRS Form 1042-SQ — 1042 (Schedule Q). Official IRS tax form with AI-powered guidance.
Foreign Person's U.S. Source Income Subject to Withholding
IRS Form 1042S — Foreign Person's U.S. Source Income Subject to Withholding. Official IRS tax form with AI-powered guidance.
Annual Summary and Transmittal of Forms 1042-S
IRS Form 1042T — Annual Summary and Transmittal of Forms 1042-S. Official IRS tax form with AI-powered guidance.
Application for Tentative Refund
IRS Form 1045 — Application for Tentative Refund. Official IRS tax form with AI-powered guidance.
1040 (Schedule 1)
IRS Form 1040S1 — 1040 (Schedule 1). Official IRS tax form with AI-powered guidance.
1040 (Schedule 1-A)
IRS Form 1040S1A — 1040 (Schedule 1-A). Official IRS tax form with AI-powered guidance.
1040 (Schedule 1) (sp)
IRS Form 1040S1S — 1040 (Schedule 1) (sp). Official IRS tax form with AI-powered guidance.
1040 (Schedule 2)
IRS Form 1040S2 — 1040 (Schedule 2). Official IRS tax form with AI-powered guidance.
1040 (Schedule 2) (sp)
IRS Form 1040S2S — 1040 (Schedule 2) (sp). Official IRS tax form with AI-powered guidance.
1040 (Schedule 3)
IRS Form 1040S3 — 1040 (Schedule 3). Official IRS tax form with AI-powered guidance.
1040 (Schedule 3) (sp)
IRS Form 1040S3S — 1040 (Schedule 3) (sp). Official IRS tax form with AI-powered guidance.
1040 (Schedule 8812)
IRS Form 1040S8 — 1040 (Schedule 8812). Official IRS tax form with AI-powered guidance.
1040 (Schedule 8812) (sp)
IRS Form 1040S8S — 1040 (Schedule 8812) (sp). Official IRS tax form with AI-powered guidance.
1041 (Schedule K-1)
IRS Form 1041SK1 — 1041 (Schedule K-1). Official IRS tax form with AI-powered guidance.
1042-S
IRS Form 1042S--2025 — 1042-S. Official IRS tax form with AI-powered guidance.
Source transparency
BrieflyGo links to and explains official public form sources. We are not a government agency, and this page is for general form guidance, not legal advice.
Review risky clauses in plain English, fix the document, and keep it moving toward signature.