IRS Schedule 1 - Additional Income

Forum|Forum|2 years ago
January 16, 2024
1 reply
1 view

Using TT Premier 2023 Desktop on a Mac installed from CD. Working on income in Easy Step mode. Received MO income tax refund in 2023 so TT completed State and Local Income Tax Refund Worksheet. It determined MO income tax refund is not taxable and generated IRS Schedule 1. It also entered 0 on 1040 Line 8.

Switched to Forms mode. State and Local Income Tax Refund Worksheet appears in forms list. IRS Schedule 1 does not. However, IRS Schedule 1 appears in drop down when I click Open Form icon. I select it – it has 0 on Line 1 for state income taxes and 0 on Line 10. Don’t understand why IRS Schedule 1 that applies to my tax return does not appear in forms list when other forms appear that do not apply to my tax return.

When I print or preview forms to be sent to IRS and MO, the State and Local Income Tax Refund Worksheet is included. IRS Schedule 1 is not. Was told by TT that IRS Schedule 1 is not sent if there is no taxable income listed. If that is correct, seems the worksheet should not be sent either since some research indicates not to send worksheets to the IRS. Any insight?

xmasbaby0

Level 15

The worksheets are not sent to the IRS when you e-file. And if you file by mail, you can control which pages you are mailing. You can choose to file by mail, and only the tax forms required by the IRS will print out for you to mail.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

eh_p_userAuthor

Level 2

Hi - thanks much. Still confused as to why the worksheet appears when previewing forms to be sent if TT does not send them when e-filing. Do you know if Schediule 1 is not required by the IRS if lines 1 and 10 are 0. I cannot find any info in this.