Form 1040

Category: tax

The standard Internal Revenue Service (IRS) form that individual taxpayers use to file their annual income tax returns.

Form 1040 is the "big file." It includes your income, deductions, and credits. Every other form (W-2, 1099, 1098) is just a "supporting document" that summarizes data which ultimately gets entered into the Form 1040 stack for final calculation.

Common Examples

• Our tax team successfully filed the Form 1040, including all supporting Schedule C and Schedule SE documentation for the business.
• The primary goal of our tax-planning service is to minimize the final balance calculated on your annual Form 1040 submission.