Enlarge image | SCHEDULE 2 OMB No. 1545-0074 (Form 1040) Additional Taxes Attach to Form 1040, 1040-SR, or 1040-NR. Department of the Treasury Attachment 2023 Internal Revenue Service Go to www.irs.gov/Form1040 for instructions and the latest information. Sequence No. 02 Name(s) shown on Form 1040, 1040-SR, or 1040-NR Your social security number Part I Tax 1 Alternative minimum tax. Attach Form 6251 . . . . . . . . . . . . . . . . 1 2 Excess advance premium tax credit repayment. Attach Form 8962 . . . . . . . 2 3 Add lines 1 and 2. Enter here and on Form 1040, 1040-SR, or 1040-NR, line 17 . . 3 Part II Other Taxes 4 Self-employment tax. Attach Schedule SE . . . . . . . . . . . . . . . . . 4 5 Social security and Medicare tax on unreported tip income. Attach Form 4137 . . . . . . . . . . . . . . . . . . 5 6 Uncollected social security and Medicare tax on wages. Attach Form 8919 . . . . . . . . . . . . . . . . . . . . . 6 7 Total additional social security and Medicare tax. Add lines 5 and 6 . . . . . . 7 8 Additional tax on IRAs or other tax-favored accounts. Attach Form 5329 if required. If not required, check here . . . . . . . . . . . . . . . . . . . . . 8 9 Household employment taxes. Attach Schedule H . . . . . . . . . . . . . 9 10 Repayment of first-time homebuyer credit. Attach Form 5405 if required . . . . . 10 11 Additional Medicare Tax. Attach Form 8959 . . . . . . . . . . . . . . . . 11 12 Net investment income tax. Attach Form 8960 . . . . . . . . . . . . . . . 12 13 Uncollected social security and Medicare or RRTA tax on tips or group-term life insurance from Form W-2, box 12 . . . . . . . . . . . . . . . . . . . . 13 14 Interest on tax due on installment income from the sale of certain residential lots and timeshares . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 15 Interest on the deferred tax on gain from certain installment sales with a sales price over $150,000 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 16 Recapture of low-income housing credit. Attach Form 8611 . . . . . . . . . . 16 (continued on page 2) For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 71478U Schedule 2 (Form 1040) 2023 |
Enlarge image | Schedule 2 (Form 1040) 2023 Page 2 Part II Other Taxes (continued) 17 Other additional taxes: a Recapture of other credits. List type, form number, and amount: 17a b Recapture of federal mortgage subsidy, if you sold your home see instructions . . . . . . . . . . . . . . . . . . . 17b c Additional tax on HSA distributions. Attach Form 8889 . . . . 17c d Additional tax on an HSA because you didn’t remain an eligible individual. Attach Form 8889 . . . . . . . . . . . . . . 17d e Additional tax on Archer MSA distributions. Attach Form 8853 . 17e f Additional tax on Medicare Advantage MSA distributions. Attach Form 8853 . . . . . . . . . . . . . . . . . . . . . 17f g Recapture of a charitable contribution deduction related to a fractional interest in tangible personal property . . . . . . . 17g h Income you received from a nonqualified deferred compensation plan that fails to meet the requirements of section 409A . . . 17h i Compensation you received from a nonqualified deferred compensation plan described in section 457A . . . . . . . 17i j Section 72(m)(5) excess benefits tax . . . . . . . . . . . 17j k Golden parachute payments . . . . . . . . . . . . . . 17k l Tax on accumulation distribution of trusts . . . . . . . . . 17l m Excise tax on insider stock compensation from an expatriated corporation . . . . . . . . . . . . . . . . . . . . . 17m n Look-back interest under section 167(g) or 460(b) from Form 8697 or 8866 . . . . . . . . . . . . . . . . . . . . 17n o Tax on non-effectively connected income for any part of the year you were a nonresident alien from Form 1040-NR . . . . 17o p Any interest from Form 8621, line 16f, relating to distributions from, and dispositions of, stock of a section 1291 fund . . . . 17p q Any interest from Form 8621, line 24 . . . . . . . . . . . 17q z Any other taxes. List type and amount: 17z 18 Total additional taxes. Add lines 17a through 17z . . . . . . . . . . . . . . 18 19 Reserved for future use . . . . . . . . . . . . . . . . . . . . . . . . 19 20 Section 965 net tax liability installment from Form 965-A . . . 20 21 Add lines 4, 7 through 16, and 18. These are your total other taxes. Enter here and on Form 1040 or 1040-SR, line 23, or Form 1040-NR, line 23b . . . . . . . . . 21 Schedule 2 (Form 1040) 2023 |