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IRSIndividual Income Tax (1040 Series)

Official form guide

Form 1040S1A: 1040 (Schedule 1-A)

Form 1040 Schedule 1‑A reports additional income and adjustments to income that do not fit on the main 1040. Use it when you have items such as alimony received, educator expenses, or student loan interest.

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Form Overview

IRS Form 1040S1A - 1040 (Schedule 1-A)

Form 1040 Schedule 1‑A reports additional income and adjustments to income that do not fit on the main 1040. Use it when you have items such as alimony received, educator expenses, or student loan interest.

It captures amounts like taxable refunds, alimony received, educator expenses, student loan interest, tuition deductions, and other adjustments.

Risk Radar

Scan points
  • 1A single missed adjustment can reduce your refund by hundreds of dollars.
  • 2Transposing numbers on line totals
  • 3Omitting a required adjustment
  • 4Using the wrong year’s schedule version
  • 5Failing to attach supporting statements

Plain English

This sheet is an add‑on to your regular tax return. It lists extra money you earned or deductions you can claim that the main form doesn’t cover. Fill it out before you finish the 1040.

Submission Date

  • Filing date: 2026-01-02 11:10:42
  • Preparation window: collect IDs, supporting records, and signatures in advance.
  • Final review: verify names, dates, and required fields before submission.

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Glossary Terms

interestincomemoney

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What this form is for

  • Use when you have any of the listed additional income or adjustments.
  • Do not use if you only have standard wages and no extra adjustments.
  • If you have business income, use Schedule C instead.

Form selector

Use this form or another form?

Self‑employment income

Reports profit/loss for a business

✓ Verify before filing

Schedule C

Rental real estate income

Details rental earnings and expenses

✓ Use instead of Schedule 1‑A for rentals

Schedule E

Capital gains > $0

Summarizes sales of capital assets

✓ Needed if you sold stocks or property

Schedule D

Deadline or filing window

Schedule 1‑A must be filed with the 1040 by the regular April 15 deadline, or by the extended filing date if you request an extension. Late filing may incur penalties if the schedule changes your tax liability.

  • —Student loan interest paid | Sum of qualified payments | Deduction amount | Limit $2,500 per year

Checklist

What you need before filling it out

1

Alimony received

Divorce decree or separation agreement · Usually in court documents

⚠ Often omitted✕ Medium
2

Educator expenses

Receipts for classroom supplies · Teacher purchase logs

⚠ Mis‑calculating $250 cap✕ Low
3

Student loan interest

Form 1098‑E · Lender statement

⚠ Forgetting to include✕ Medium
4

Tuition and fees deduction

Form 1098‑T · School billing statement

⚠ Incorrectly applying phase‑out limits✕ High

Before you submit

  1. 1All numbers added correctly on Schedule 1‑A
  2. 2Totals match the lines on Form 1040
  3. 3All required supporting forms (1098‑E, 1099‑R, etc.) attached
  4. 4Schedule 1‑A signed by attaching the signed 1040
  5. 5Correct edition (2023) printed or selected in software
  6. 6Mailing envelope addressed to the proper IRS processing center
  7. 7If e‑filing, schedule included in the electronic package
  8. 8Copy of the completed schedule kept for records

How to file this form

  1. 1Collect all income and adjustment documents
  2. 2Enter amounts on the appropriate Schedule 1 s
  3. 30
  4. 4vancI
  5. 5
  6. 6
  7. 7ri
  8. 8
  9. 9
  10. 10

Field map

Compact field-by-field guide

10 fields

Personal Info

3 items

Full Legal Name

Enter your legal first and last name as shown on your Social Security card.

Requiredtext
Social Security Number

Your SSN must match IRS records exactly.

Requiredssn
Home Address

Current mailing address including street, city, state, and ZIP code.

Requiredtext

Filing Status

1 items

Filing Status

Select: Single, Married Filing Jointly, Married Filing Separately, Head of Household, or Qualifying Surviving Spouse.

Requiredselect

Income

1 items

Total Income

Sum of all income sources — wages, interest, dividends, business income, capital gains, unemployment, retirement, and other income.

Requiredamount

Adjustments

1 items

Adjusted Gross Income (AGI)

Total income minus above-the-line deductions such as IRA contributions, student loan interest, and HSA contributions.

Requiredamount

Deductions

1 items

Standard or Itemized Deduction

Choose the higher of the standard deduction for your filing status or total itemized deductions from Schedule A.

Requiredamount

Tax

1 items

Taxable Income

AGI minus deductions. This determines your tax bracket and the amount of tax owed.

Requiredamount

Payments

1 items

Total Payments and Credits

Sum of federal tax withheld, estimated tax payments, and refundable credits like the Child Tax Credit.

amount

Signatures

1 items

Signature

You must sign and date the return. Unsigned returns are invalid.

Requiredsignature
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Current form status
IRS

The 2023 edition of Schedule 1‑A is the latest version available. Check the IRS website for any updates before filing.

What changed or needs a fresh check

  • Edition date: Verify the form shows 2023 revision
  • Fee: No separate filing fee for the schedule
  • Mailing address: Use the address for Form 1040 for your state
  • Electronic filing: Confirm your software includes Schedule 1‑A
  • Signature: Ensure the 1040 signature covers attached schedules

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Quick Facts

Anyone filing an individual 1040 who has reportable additional income or adjustments.
It captures amounts like taxable refunds, alimony received, educator expenses, student loan interest, tuition deductions, and other adjustments.
Complete Schedule 1‑A when you prepare your 1040 for the tax year, typically by the April 15 filing deadline (or extension date).
Attach Schedule 1‑A to the front of your signed 1040 and mail to the IRS address listed in the 1040 instructions for your state, or file electronically using approved tax software.
Errors can change your taxable income, leading to underpayment penalties or lost refunds.
1. Gather all supporting documents (e.g., 1099‑R, 1098‑E). 2. Enter each applicable line on Schedule 1‑A. 3. Total the amounts and transfer the sums to the corresponding lines on the 1040. 4. Review totals for arithmetic accuracy before signing.

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Copyright & Licensing - US Government Forms

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Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
Public DomainCreated by the U.S. federal government. Not subject to copyright (17 USC § 105). Freely copyable without restriction.
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