This is intended as a guide on how to fill out IRS Form 1040 for filing your Federal income taxes. This page is an informational overview and is not meant as exact professional advice. Each taxpayer's situation is unique. If you are in doubt about filling out any tax form, it is best to seek help from a professional tax preparer. 

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        Also I highly recommend going to and using www.excel1040.com. A complete US Federal Income Tax Form 1040 calculator. It is the best one out there. Using this Microsoft Excel spreadsheet income tax calculator combined with this guide, and your instruction booklet you can complete your return with ease.

More 1040 information can be found in Publication 17.

Okay let's get started:

        First off gather up your Form 1040 Instruction booklet, your form 1040 (a copy of IRS Publication 17 is helpful. -.pdf copy-) and any other IRS Forms you may need to file and attach to the 1040.

Then get all your current year tax documents:
· W2 and/or 1099 forms, social security numbers for yourself and anyone you may be claiming as a dependent
· Social Security Cards for yourself and your dependents
· Checkbook for direct deposit information of your refund
· A copy of last year's tax return (in most case Federal and State returns)
· Depending on your situation there may be more documents needed.

Please talk with a professional preparer to discuss what else you may need. Or, if you have questions about what you may need, you can ask me.



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