Form |
1040 |
Department of the Treasury — Internal Revenue Service U.S. Individual Income Tax Return |
2023 |
OMB No. 1545-0074 |
IRS Use Only—Do not write or staple in this space. |
For the year Jan. 1–Dec. 31, 2023, or other tax year beginning , 2023, ending , 20 |
See separate instructions. |
Your first name and middle initial Last name |
Your social security number
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If joint return, spouse’s first name and middle initial Last name |
Spouse’s social security number
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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 to go to this fund. Checking a box below will not change your tax or refund.
You
Spouse
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City, town, or post office. If you have a foreign address, also complete spaces below. State ZIP code |
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Foreign country name Foreign province/state/county Foreign postal code |
Filing Status Check onlyone box |
Single
Head of household (HOH)
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Married filing jointly (even if only one had income)
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Married filing separately (MFS)
Qualifying surviving spouse (QSS)
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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.) Yes No |
Standard Deduction |
Someone can claim: You as a dependent Your spouse as a dependentSpouse itemizes on a separate return or you were a dual-status alien |
Age/Blindness |
You: Were born before January 2, 1959 Is blindSpouse: Were born before January 2, 1959 Is blind |
DependentsIf more than four dependents, see instructions and check here . . |
(see instructions): (1) First nameLast name |
(2) Social security number |
(3) Relationship to you |
(4) Check the box if qualifies for (see instructions): |
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Child tax credit |
Credit for other dependents |
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IncomeAttach 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) . . . . . . . . . . . . |
1a |
0.00 |
b |
Household employee wages not reported on Form(s) W-2 . . . . . . . . . . . . |
1b |
0.00 | |
c |
Tip income not reported on line 1a (see instructions) . . . . . . . . . . . . . . |
1c |
0.00 | |
d |
Medicaid waiver payments not reported on Form(s) W-2 (see instructions) . . . . . . |
1d |
0.00 | |
e |
Taxable dependent care benefits from Form 2441, line 26 . . . . . . . . . . . . |
1e |
0.00 | |
f |
Employer-provided adoption benefits from Form 8839, line 29 . . . . . . . . . . . |
1f |
0.00 | |
g |
Wages from Form 8919, line 6 . . . . . . . . . . . . . . . . . . . . . |
1g |
0.00 | |
h |
Other earned income (see instructions) . . . . . . . . . . . . . . . . . . |
1h |
0.00 | |
i |
Nontaxable combat pay election (see instructions) . . . . 1i0.00 |
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Attach Sch. B if required. |
z |
Add lines 1a through 1h . . . . . . . . . . . . . . . . . . . . . . . |
1z |
0.00 |
2a |
Tax-exempt interest . . . . . 2a0.00b Taxable interest . . |
2b |
0.00 | |
3a |
Qualified dividends . . . . . 3a0.00b Ordinary dividends . . |
3b |
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4a |
IRA distributions . . . . . . 4a0.00b Taxable amount . . |
4b |
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Standard Deduction for—
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5a |
Pensions and annuities . . . . 5a0.00b Taxable amount . . |
5b |
0.00 |
6a |
Social security benefits . . . . 6a0.00b Taxable amount . . |
6b |
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c |
If you elect to use the lump-sum election method, check here (see instructions) . . . |
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7 |
Capital gain or (loss). Attach Schedule D if required. If not required, check here . . . |
7 |
0.00 | |
8 |
Additional income from Schedule 1, line 10 . . . . . . . . . . . . . . . . . |
8 |
0.00 | |
9 |
Add lines 1z, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income . . . . . . . . . |
9 |
0.00 | |
10 |
Adjustments to income from Schedule 1, line 26 . . . . . . . . . . . . . . . |
10 |
0.00 | |
11 |
Subtract line 10 from line 9. This is your adjusted gross income . . . . . . . . . |
11 |
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12 |
Standard deduction or itemized deductions (from Schedule A) . . . . . . . . . |
12 |
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13 |
Qualified business income deduction from Form 8995 or Form 8995-A . . . . . . . . |
13 |
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14 |
Add lines 12 and 13 . . . . . . . . . . . . . . . . . . . . . . . . . |
14 |
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15 |
Subtract line 14 from line 11. If zero or less, enter -0-. This is your . . . . . . . . . |
15 |
0.00 |
Tax and Credits |
16 |
Tax x (see instructions). Check if any from Form(s): 1 8814 2 4972 3 |
16 |
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17 |
Amount from Schedule 2, line 3 . . . . . . . . . . . . . . . . . . . . . |
17 |
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18 |
Add lines 16 and 17 . . . . . . . . . . . . . . . . . . . . . . . . . |
18 |
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19 |
Child tax credit or credit for other dependents from Schedule 8812 . . . . . . . . . |
19 |
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20 |
Amount from Schedule 3, line 8 . . . . . . . . . . . . . . . . . . . . . |
20 |
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21 |
Add lines 19 and 20 . . . . . . . . . . . . . . . . . . . . . . . . . |
21 |
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22 |
Subtract line 21 from line 18. If zero or less, enter -0- . . . . . . . . . . . . . . |
22 |
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23 |
Other taxes, including self-employment tax, from Schedule 2, line 21 . . . . . . . . |
23 |
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24 |
Add lines 22 and 23. This is your total tax . . . . . . . . . . . . . . . . . |
24 |
Payments |
25 |
Federal income tax withheld from: |
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a |
Form(s) W-2 . . . . . . . . . . . . . . . . . . 25a |
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b |
Form(s) 1099 . . . . . . . . . . . . . . . . . . 25b |
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c |
Other forms (see instructions) . . . . . . . . . . . . 25c |
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d |
Add lines 25a through 25c . . . . . . . . . . . . . . . . . . . . . . |
25d |
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If you have a qualifying child, attach Sch. EIC. |
26 |
2023 estimated tax payments and amount applied from 2022 return . . . . . . . . |
26 |
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27 |
Earned income credit (EIC) . . . . . . . . . . . . . 27 |
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28 |
Additional child tax credit from Schedule 8812 . . . . . . . 28 |
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29 |
American opportunity credit from Form 8863, line 8 . . . . . 29 |
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30 |
Reserved for future use . . . . . . . . . . . . . . . 30 |
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31 |
Amount from Schedule 3, line 15 . . . . . . . . . . . 31 |
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32 |
Add lines 27, 28, 29, and 31. These are your total other payments and refundable credits. |
32 |
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33 |
Add lines 25d, 26, and 32. These are your total payments . . . . . . . . . . . |
33 |
RefundDirect deposit? See instructions. |
34 |
If line 33 is more than line 24, subtract line 24 from line 33. This is the amount you overpaid |
34 |
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35a |
Amount of line 34 you want refunded to you. If Form 8888 is attached, check here . . . . |
35a |
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b |
Routing number c Type: Checking Savings |
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d |
Account number |
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36 |
Amount of line 34 you want applied to your 2024 estimated tax . . 36 |
Amount You Owe |
37 |
Subtract line 33 from line 24. This is the amount you owe. |
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For details on how to pay, go to www.irs.gov/Payments or see instructions . . . . . . |
37 |
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38 |
Estimated tax penalty (see instructions) . . . . . . . . . 38 |
Third Party Designee |
Do you want to allow another person to discuss this return with the IRS? See instructions . . . . . . . . . . . . . . . . . . . . . . . Yes. Complete below. No |
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Designee’s name |
Phone no. |
Personal identification number (PIN) |
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Paid Preparer Use Only |
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Go to www.irs.gov/Form1040 for instructions and the latest information. | Form 1040 (2023) |