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What are the schedules that go with the 1040 form?

In tax year 2019, Schedules 4 through 6 were eliminated. Tax year 2020 is the same, using only Schedules 1 through 3.

IRS Schedule 1 lists additional income sources such as taxable state refunds, business income, alimony received, and unemployment compensation.

Adjustments include HSA deductions, self-employed health insurance, student loan interest, IRA contributions, and alimony paid, to name a few.

IRS Schedule 2 primarily deals with the Alternative Minimum Tax (AMT), Advance Premium Tax Credit, and non-income taxes, such as the self-employment tax.

IRS Schedule 3 covers nonrefundable credits (such as the foreign tax credit and the credit for child and dependent care expenses), estimated tax payments and payments made with filing extensions, and the premium tax credit.

IRS Schedule 4 only existed for the 2018 tax year.

Beginning with tax year 2019, Schedule 4 will be incorporated into Schedule 2.

IRS Schedule 5 only existed for the 2018 tax year.

Beginning with tax year 2019, Schedule 5 will appear as Part II of Schedule 3.

IRS Schedule 6 only existed for the 2018 tax year.

Beginning with tax year 2019, Schedule 6 will be incorporated into Forms 1040 and 1040-SR.

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