Federal Income Tax Return for Single and Joint Filers With No Dependents

Income Tax Return for Single and Joint Filers With No Dependents
2023 Form 1040
Form

1040 U.S. Individual Income Tax Return 2023
Department of the Treasury—Internal Revenue Service

For the year Jan. 1–Dec. 31, 2023, or other tax year beginning

OMB No. 1545-0074

IRS Use Only—Do not write or staple in this space.

, 2023, ending

, 20

See separate instructions.

Your first name and middle initial

Last name

Your social security number

If joint return, spouse’s first name and middle initial

Last name

Spouse’s social security number

Home address (number and street). If you have a P.O. box, see instructions.

Apt. no.

City, town, or post office. If you have a foreign address, also complete spaces below.
Foreign country name

Presidential Election Campaign
Check here if you, or your
spouse if filing jointly, want $3
ZIP code
to go to this fund. Checking a
box below will not change
Foreign postal code your tax or refund.

State

Foreign province/state/county

You

Filing Status

Single
Married filing jointly (even if only one had income)

Check only
one box.

Digital
Assets
Standard
Deduction

Married filing separately (MFS)
Qualifying surviving spouse (QSS)
If you checked the MFS box, enter the name of your spouse. If you checked the HOH or QSS box, enter the child’s name if the
qualifying person is a child but not your dependent:
At any time during 2023, did you: (a) receive (as a reward, award, or payment for property or services); or (b) sell,
exchange, or otherwise dispose of a digital asset (or a financial interest in a digital asset)? (See instructions.)

Were born before January 2, 1959

(1) First name

(2) Social security
number

Last name

Was born before January 2, 1959

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Child tax credit

Credit for other dependents

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1a
1b
1c

d
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Medicaid waiver payments not reported on Form(s) W-2 (see instructions) .
Taxable dependent care benefits from Form 2441, line 26
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Employer-provided adoption benefits from Form 8839, line 29
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1d
1e
1f

If you did not
get a Form
W-2, see
instructions.

g
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Wages from Form 8919, line 6 . . . . . . .
Other earned income (see instructions) . . . .
Nontaxable combat pay election (see instructions) .

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1i

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1g
1h

Add lines 1a through 1h
Tax-exempt interest . .
Qualified dividends . .

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Attach Sch. B
if required.

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2a
3a

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b Taxable interest
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b Ordinary dividends .

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1z
2b
3b

4a
5a
6a

IRA distributions . . .
Pensions and annuities .
Social security benefits .

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b Taxable amount .
b Taxable amount .
b Taxable amount .

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4b
5b
6b

• Single or
Married filing
separately,
$13,850
• Married filing
jointly or
Qualifying
surviving spouse,
$27,700
• Head of
household,
$20,800
• If you checked
any box under
Standard
Deduction,
see instructions.

c

Total amount from Form(s) W-2, box 1 (see instructions) .
Household employee wages not reported on Form(s) W-2 .
Tip income not reported on line 1a (see instructions) . .

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2a
3a
4a
5a
6a

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If you elect to use the lump-sum election method, check here (see instructions)
Capital gain or (loss). Attach Schedule D if required. If not required, check here
Additional income from Schedule 1, line 10 . . . . . . . . . . .

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9
10
11

Add lines 1z, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income .
Adjustments to income from Schedule 1, line 26
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Subtract line 10 from line 9. This is your adjusted gross income
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9
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15

Standard deduction or itemized deductions (from Schedule A)
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Qualified business income deduction from Form 8995 or Form 8995-A . . . .
Add lines 12 and 13 . . . . . . . . . . . . . . . . . . .
Subtract line 14 from line 11. If zero or less, enter -0-. This is your taxable income

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12
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7
8

For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions.

Is blind

(3) Relationship
to you

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Standard
Deduction for—

No

(4) Check the box if qualifies for (see instructions):

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Attach Form(s)
W-2 here. Also
attach Forms
W-2G and
1099-R if tax
was withheld.

1a
b
c

Spouse:

Are blind

Dependents (see instructions):

Income

Yes

Someone can claim:
You as a dependent
Your spouse as a dependent
Spouse itemizes on a separate return or you were a dual-status alien

Age/Blindness You:
If more
than four
dependents,
see instructions
and check
here . .

Spouse

Head of household (HOH)

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Cat. No. 11320B

15
Form 1040 (2023)

Page 2

Form 1040 (2023)

Tax and
Credits

Payments

16
17

Tax (see instructions). Check if any from Form(s): 1
8814
Amount from Schedule 2, line 3
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16
17

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20

Add lines 16 and 17 . . . . . . . . . . . . . . .
Child tax credit or credit for other dependents from Schedule 8812 .
Amount from Schedule 3, line 8
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18
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20

21
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23
24

Add lines 19 and 20 . . . . . . . . . . . . . . .
Subtract line 21 from line 18. If zero or less, enter -0- . . . . .
Other taxes, including self-employment tax, from Schedule 2, line 21
Add lines 22 and 23. This is your total tax . . . . . . . .

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21
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23

25
a

Federal income tax withheld from:
Form(s) W-2 . . . . . . .

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Form(s) 1099 . . . . . .
Other forms (see instructions) .
Add lines 25a through 25c . .

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25b
25c
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26
27
28

2023 estimated tax payments and amount applied from 2022 return .
Earned income credit (EIC) . . . . . . . . . . . . .
Additional child tax credit from Schedule 8812
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25d

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29
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31

American opportunity credit from Form 8863, line 8 .
Reserved for future use . . . . . . . . .
Amount from Schedule 3, line 15 . . . . . .

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32
33

Add lines 27, 28, 29, and 31. These are your total other payments and refundable credits
Add lines 25d, 26, and 32. These are your total payments
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34

If line 33 is more than line 24, subtract line 24 from line 33. This is the amount you overpaid

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34

b
c
d
If you have a
qualifying child,
attach Sch. EIC.

Refund

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4972 3
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25a

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29
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31

35a
Direct deposit?
b
See instructions.
d
36

Amount of line 34 you want refunded to you. If Form 8888 is attached, check here .
Routing number
c Type:
Checking
Account number
Amount of line 34 you want applied to your 2024 estimated tax . . .
36

Amount
You Owe

37

Subtract line 33 from line 24. This is the amount you owe.
For details on how to pay, go to www.irs.gov/Payments or see instructions .

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38

Estimated tax penalty (see instructions)

38

Third Party
Designee

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Joint return?
See instructions.
Keep a copy for
your records.

Paid
Preparer
Use Only

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Do you want to allow another person to discuss this return with the IRS? See
instructions
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Designee’s
name

Sign
Here

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24

Phone
no.

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Savings

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35a

37

Yes. Complete below.

No

Personal identification
number (PIN)

Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and
belief, they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
Your signature

Date

Your occupation

If the IRS sent you an Identity
Protection PIN, enter it here
(see inst.)

Spouse’s signature. If a joint return, both must sign.

Date

Spouse’s occupation

If the IRS sent your spouse an
Identity Protection PIN, enter it here
(see inst.)

Phone no.

Email address

Preparer’s name

Preparer’s signature

Date

PTIN

Check if:
Self-employed

Firm’s name

Phone no.

Firm’s address

Firm’s EIN

Go to www.irs.gov/Form1040 for instructions and the latest information.

Form 1040 (2023)