1040 Tax Form and Instructions 2016
Printable IRS Forms, Schedules, Worksheet, Tax Table

Free printable 1040 tax form and instructions booklet PDF file with supporting IRS forms, schedules, worksheet and 1040 tax table for the 2016 - 2017 tax season. For the 2016 tax year, federal IRS income tax form 1040 must be postmarked by April 18, 2017. Federal IRS income taxes due are based on the tax year January 1, 2016 through December 31, 2016. Prior year 1040 tax forms and schedules should be mailed as soon as possible if late.

You must file Form 1040 under these circumstances:

  • Taxable income of $100,000 or more.
  • Itemized deductions, interest, property tax, medical, dental, etc.
  • Capital gain or loss, other gains or losses.
  • Business income or loss, self-employed, LLC, etc.
  • Farm or fisherman income or loss.
  • Rental, royalty, partnership, S corporation, or trust income.
  • Received alimony income or paid alimony.
  • Owe household employment taxes.
  • Health savings account deduction.
  • Have moving expenses to claim.
  • Foreign tax credit to claim.
  • Residential energy credits.

Any individual taxpayer can file Form 1040, including Form 1040EZ and Form 1040A filers. See the Form 1040 instructions below for details.

2016 1040 Form And Instructions

Click any of the federal IRS 1040 form and 1040 instructions booklet links below to download, view, print, edit, or save as a PDF file. These free PDF files are unaltered and are pulled directly from the publisher.

1040 Form
1040 Instructions
1040 Tax Table

Supporting refund and payment voucher forms:
1040V - Payment Voucher
4868 - Application for Automatic Extension of Time To File
8888 - Allocation of Refund (Bond, Direct Deposit, Paper Check)
9465 instructions - Installment Agreement Request

Supporting forms and schedules for Households:
Schedule A instructions - Itemized Deductions, Form 1040
Schedule B - Interest and Ordinary Dividends
Schedule EIC - Earned Income Credit (EIC) Qualifying Child Information
Schedule H instructions - Household Employment Taxes, Form 1040
Schedule R instructions - Credit for the Elderly or the Disabled
2441 instructions - Child and Dependent Care Expenses
3903 - Moving Expenses
4137 - Social Security and Medicare Tax on Unreported Tip Income
8812 instructions - Child Tax Credit (Schedule 8812)
8834 - Qualified Electric Vehicle Credit
8839 instructions - Qualified Adoption Expenses
8853 instructions - Archer MSA and Long-Term Care Insurance
8862 - Claim Earned Income Credit (EIC) After Disallowance
8863 instructions - Education Credits (American Opportunity, Learning)
8880 - Credit for Qualified Retirement Savings Contributions
8885 instructions - Health Coverage Tax Credit
8889 instructions - Health Savings Accounts (HSA)
8917 - Tuition and Fees Deduction
8958 - Allocation of Tax Amounts Between Certain Individuals
8959 instructions - Additional Medicare Tax
8962 instructions - Premium Tax Credit (PTC)
8965 instructions - Health Coverage Exemptions

Supporting forms and schedules for Business, Employee, Farming
Schedule C instructions - Profit or Loss From Business
Schedule C-EZ - Net Profit From Business
Schedule F instructions - Profit or Loss From Farming
Schedule J instructions - Income Averaging for Farmers and Fishermen
Schedule K-1 instructions - Partners's Share of Income (Form 1065)
Schedule SE instructions - Self Employment Tax
2106 instructions - Employee Business Expenses
2106-EZ - Unreimbursed Employee Business Expenses
2210 instructions - Underpayment of Estimated Tax
4562 instructions - Depreciation and Amortization
8829 instructions - Expenses for Business Use of Your Home

Supporting forms and schedules for Real Estate, Investing, Other
Schedule D instructions - Capital Gains and Losses
Schedule E instructions - Supplemental Income and Loss
4972 - Tax on Lump-Sum Distributions
4952 - Investment Interest Expense Deduction
5329 instructions - Additional Taxes on Qualified Plans
6251 instructions - Alternative Minimum Tax
8582 instructions - Passive Activity Loss Limitations
8606 instructions - Nondeductible IRAs
8615 instructions - Tax for Children With Unearned Income
8801 instructions - Credit for Prior Year Minimum Tax
8814 - Parents' Election To Report Child's Interest and Dividends
8815 - Exclusion of Interest From Series EE and I US Savings Bonds
8960 instructions - Net Investment Income Tax

Request and application forms:
4506 - Request for Copy of Tax Return
4506-T - Request for Transcript of Tax Return (free copy)
8822 - Change of Address
8857 instructions - Request for Innocent Spouse Relief

Form 1040 instructions booklet includes:
2016 Earned Income Credit (EIC) Table
2016 1040 Tax Table
Alternative Minimum Tax Worksheet
Child Tax Credit Worksheet
Earned Income Credit (EIC) Worksheet
IRA Deduction Worksheet
Qualified Dividends and Capital Gain Tax Worksheet
Simplified Method Worksheet
Social Security Benefits Worksheet
Standard Deduction Worksheet for Dependents
Student Loan Interest Deduction Worksheet

Federal 1040 tax forms and instructions booklet are generally updated in December of each year by the IRS. If updated, the 2016 tax year PDF file will display, the prior tax year 2015 if not. Last year, many of the individual income tax forms were published late in December, with instructions booklet following in early January due to last minute legislative changes.

More 1040 Tax Forms, Schedules, Worksheets, Tax Tables, And Instructions Booklet

The printable 1040 tax form and instructions booklet links above are a quick reference for those looking to print the one federal IRS form. Even more printable federal IRS tax forms, supporting schedules, calculation worksheets, tax tables, payment vouchers, and instructions booklet are grouped by form (1040, 1040A, 1040EZ) and by tax year on our pages below:

2016 Tax Forms (update in progress)
2015 Tax Forms
2014 Tax Forms
2013 Tax Forms
2012 Tax Forms

Please report any broken 1040 tax form and instructions booklet links using our contact us page found at the bottom of this page.

Last updated: November 26, 2016