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Step 6: Schedule 1

Step 6 of 8

Schedule 1 helps organize certain additional income and adjustments before the final Form 1040 calculation.

Schedule C | Schedule SE | Form 2555 | Schedule 1 | Form 1040

What Gets Connected Here

Schedule 1 is a connector form. It helps move certain income items and adjustments into the final Form 1040 return.

Schedule 1 is usually not the first form you complete. It depends on earlier calculations from other forms and schedules.

Download Schedule 1

Download Schedule 1 from the IRS

You’re Near the Final Step

Most of the major calculations should already be organized before you reach Schedule 1. This step helps move the correct totals and adjustments toward Form 1040.

Simple Adjustment Organizer

Use this simple tool to preview the adjustment amount you plan to carry forward. This is not a full Schedule 1 calculator.

Enter the exclusion amount calculated from Form 2555, if applicable.

Before Moving to Form 1040

Before continuing, review the numbers that may flow into Schedule 1 and Form 1040.

This step helps organize adjustments before completing Form 1040.

Next Step: Complete Form 1040

Once Schedule 1 and the supporting forms are organized, the next step is bringing the final numbers into Form 1040.

Continue to Form 1040 →