Enlarge image | Department of the Treasury—Internal Revenue Service Form1040 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 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 City, town, or post office. If you have a foreign address, also complete spaces below. State ZIP code spouse if filing jointly, want $3 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 Filing Status Single Head of household (HOH) Check only Married filing jointly (even if only one had income) one box. 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 At any time during 2023, did you: (a) receive (as a reward, award, or payment for property or services); or (b) sell, Assets exchange, or otherwise dispose of a digital asset (or a financial interest in a digital asset)? (See instructions.) Yes No 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, 1959 Are blind Spouse: Was born before January 2, 1959 Is blind Dependents (see instructions): (2) Social security (3) Relationship (4) Check the box if qualifies for (see instructions): If more (1) First name Last name Child tax credit Credit for other dependents number to you than four dependents, see instructions and check here . . Income 1 a Total amount from Form(s) W-2, box 1 (see instructions) . . . . . . . . . . . . . 1a b Household employee wages not reported on Form(s) W-2 . . . . . . . . . . . . . 1b Attach Form(s) W-2 here. Also c Tip income not reported on line 1a (see instructions) . . . . . . . . . . . . . . 1c attach Forms d Medicaid waiver payments not reported on Form(s) W-2 (see instructions) . . . . . . . . 1d W-2G and 1099-R if tax e Taxable dependent care benefits from Form 2441, line 26 . . . . . . . . . . . . 1e was withheld. f Employer-provided adoption benefits from Form 8839, line 29 . . . . . . . . . . . 1f If you did not g Wages from Form 8919, line 6 . . . . . . . . . . . . . . . . . . . . . 1g get a Form h Other earned income (see instructions) . . . . . . . . . . . . . . . . . . 1h W-2, see instructions. i Nontaxable combat pay election (see instructions) . . . . . . . 1i z Add lines 1a through 1h . . . . . . . . . . . . . . . . . . . . . . 1z Attach Sch. B 2a Tax-exempt interest . . . 2a b Taxable interest . . . . . 2b if required. 3a Qualified dividends . . . 3a b Ordinary dividends . . . . . 3b 4a IRA distributions . . . . 4a b Taxable amount . . . . . . 4b Standard 5a Pensions and annuities . . 5a b Taxable amount . . . . . . 5b Deduction for— • Single or 6a Social security benefits . . 6a b Taxable amount . . . . . . 6b Married filing c If you elect to use the lump-sum election method, check here (see instructions) . . . . . separately, $13,850 7 Capital gain or (loss). Attach Schedule D if required. If not required, check here . . . . . 7 • Married filing jointly or 8 Additional income from Schedule 1, line 10 . . . . . . . . . . . . . . . . . 8 Qualifying 9 Add lines 1z, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income . . . . . . . . . . 9 surviving spouse, $27,700 10 Adjustments to income from Schedule 1, line 26 . . . . . . . . . . . . . . . 10 • Head of household, 11 Subtract line 10 from line 9. This is your adjusted gross income . . . . . . . . . . 11 $20,800 12 Standard deduction or itemized deductions (from Schedule A) . . . . . . . . . . 12 • If you checked any box under 13 Qualified business income deduction from Form 8995 or Form 8995-A . . . . . . . . . 13 Standard Deduction, 14 Add lines 12 and 13 . . . . . . . . . . . . . . . . . . . . . . . . 14 see instructions. 15 Subtract line 14 from line 11. If zero or less, enter -0-. This is your taxable income . . . . . 15 For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Cat. No. 11320B Form 1040 (2023) |
Enlarge image | Form 1040 (2023) Page 2 Tax and 16 Tax (see instructions). Check if any from Form(s): 1 8814 2 4972 3 . . 16 Credits 17 Amount from Schedule 2, line 3 . . . . . . . . . . . . . . . . . . . . 17 18 Add lines 16 and 17 . . . . . . . . . . . . . . . . . . . . . . . . 18 19 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 Payments 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 2023 estimated tax payments and amount applied from 2022 return . . . . . . . . . . 26 qualifying child, 27 Earned income credit (EIC) . . . . . . . . . . . . . . 27 attach Sch. EIC. 28 Additional child tax credit from Schedule 8812 . . . . . . . . 28 29 American opportunity credit from Form 8863, line 8 . . . . . . . 29 30 Reserved for future use . . . . . . . . . . . . . . . 30 31 Amount from Schedule 3, line 15 . . . . . . . . . . . . 31 32 Add lines 27, 28, 29, and 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 35a Amount of line 34 you want refunded to you. If Form 8888 is attached, check here . . . . 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 2024 estimated tax . . . 36 Amount 37 Subtract line 33 from line 24. This is the amount you owe. You Owe For details on how to pay, go to www.irs.gov/Payments or see instructions . . . . . . . . 37 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 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. Here Your signature Date Your occupation If the IRS sent you an Identity Protection PIN, enter it here Joint return? (see inst.) See instructions. Spouse’s signature. If a joint return, both must sign. Date Spouse’s occupation If the IRS sent your spouse an Keep a copy for Identity Protection PIN, enter it here your records. (see inst.) Phone no. Email address Preparer’s name Preparer’s signature Date PTIN Check if: Paid 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 (2023) |