2019 Federal Income Tax Form 1040 (Excel)

1. Microsoft Excel spreadsheet for US Federal Income Tax Form 1040

Free Federal Income Tax Form 1040 (Excel Spreadsheed)

Schedule A: Itemized Deductions

• Schedule B: Interest and Ordinary Dividends

• Schedule C: Profit or Loss from Business

• Schedule D: Capital Gains and Losses (along with its worksheet)

• Schedule E: Supplemental Income and Loss

• Schedule F: Profit or Loss from Farming

• Schedule SE: Self-Employment Tax

• Form 1116: Foreign Tax Credit

• Form 2210: Underpayment of Estimated Tax by Individuals, Estates, and Trusts

• Form 2441: Child and Dependent Care Expenses

• Form 2555: Foreign Earned Income

• Form 6251: Alternative Minimum Tax – Individuals

• Form 8283: Noncash Charitable Contributions

• Form 8889: Health Savings Accounts (HSAs)

• Form 8949: Sales and Dispositions of Capital Assets

• Form 8959: Additional Medicare Tax

• Form 8960: Net Investment Income Tax – Individuals, Estates, and Trusts

• Form 8962: Premium Tax Credit (PTC)

The spreadsheet also includes several worksheets:

• Line 10: State and Local Income Tax Refund Worksheet

• Lines 16a and 16b: Simplified Method Worksheet

• Lines 20a and 20b: Social Security Benefits Worksheet

• Line 32: IRA Deduction Worksheet

• Line 33: Student Loan Interest Deduction Worksheet

• Line 40: Standard Deduction Worksheet for Dependents

• Line 42: Deduction for Exemptions Worksheet

• Line 44: Qualified Dividends and Capital Gain Tax Worksheet

• Line 52: Child Tax Credit Worksheet

• Line 66: Earned Income Credit

• Earned Income Calculation

Five additional worksheets complete the tool:

• A disclaimer worksheet that also includes a high-level summary

• A new Instructions worksheet

• W-2 input forms that maintain up to four employers and their spouse

• 1099-INT interest income input forms for up to ten payers

• 1099-DIV dividends and distributions for up to ten payers

• 1099-R retirement input forms for up to nine payers each for a taxpayer and their spouse

• SSA-1099 input form to record Social Security benefits

• An EIC (earned income credit) table

• A tax table

• A change worksheet that records revisions to the spreadsheet

 

2. Taxvisor Income Tax Planning Spreadsheets