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IF YOU can claim a nonrefundable credit other than the child tax credit or the credit for other dependents, such as the foreign tax credit, education credits, general business credit. IF YOU owe other taxes, such as self-employment tax, household employment taxes, additional tax on IRAs or other qualified retirement plans and tax-favored accounts. IF YOU owe AMT or need to make an excess advance premium tax credit repayment. IF YOU have additional income such as capital gains, unemployment compensation, prize or award money, gambling winnings have any deductions to claim, such as student loan interest deduction, self-employment tax, educator expenses. If you e-file your return, you generally won’t notice much of a change and the software you use will generally determine what schedules you need. See the instructions for the schedules for more information. Below is a general guide to what schedule(s) you will need to file based on your circumstances. However, if your return is more complicated (for example, you claim certain deductions or owe additional taxes), you will need to complete one or more of the numbered schedules. Many people will only need to file Form 1040 or 1040-SR and none of the numbered schedules, Schedules 1 through 3.

For 2020, you will use Form 1040 or, if you were born before January 2, 1955, you have the option to use Form 1040-SR.

Download standard form 5510 instructions