Form 1040 preparation covering personal income and applicable deductions and credits.
Next step
Describe what you have: W-2, 1099, Schedule C, income outside the U.S., foreign accounts, an IRS letter, or another question. We will then suggest the next step.
For clients who need Form 1040 preparation with wages, interest, dividends, or retirement distributions. Household circumstances and applicable credits are reviewed as part of the return.
Common situations
Employee income reported on W-2 forms.
A household with children or other dependents.
Interest, dividends, retirement distributions, or other additional income forms.
Marketplace health insurance and Form 1095-A.
What to prepare
The general checklist covers basic documents and supporting records. This page lists only the documents relevant to this service.
W-2s and other income forms received for the year.
1099-INT, 1099-DIV, retirement forms, and other tax statements when applicable.
Records related to children or dependents and documents supporting credits or deductions that apply.
Form 1095-A if health insurance was obtained through the Marketplace.
We review the income documents together and make sure household facts and other information support the items reported on the return. If the same return also includes self-employment, foreign income, or multiple states, those areas are added to the overall filing with their own review.
Helpful resources
More Form 1040 resources
How it works
The workflow and secure document transfer are described in “How it works.” View the workflow
Documents are transmitted only through a secure method after the initial contact.
Yes. W-2, 1099, and other income forms are reported within one individual return when they belong to the same taxpayer.
How do I choose a filing status?
Filing status depends on marital status, dependents, and the facts of the year. If there is uncertainty, it should be checked before calculating the return.
What if I had Marketplace health insurance?
Form 1095-A is required. A return with Marketplace coverage can be incorrect without it, especially if the advance premium tax credit was received.
