How to fill out IRS Form 1040 for 2020

[@nawdeaa]

literally cried in frustration trying to understand the 1040 instructions, so thank you 🙏🏽

[@dimitrioskastis3843]

In my desperation and confusion in filing my Taxes as an over 65 senior, who did not receive 2nd or 3rd stimulus, your short clip with its precise yet simple instructions, provided the information as to how to claim my missing stimulus. I do not know if you realized how much anxiety and stress you erased from this old man. Please accept a sincere "Thank you very much".

[@pdftax8031]

Very welcome.

[@Godschild31695]

You deserve an award for how simple straightforward and easy you made this! Thank you, kind sir.

[@dreacombs3095]

Form if you and your spouse find a jointly and claiming no wages both of you didn't work you have no kids but only one of you is claiming your rebate credit can you tell me or you can call me at

[@dreacombs3095]

And I know you don't know me and I don't know you but I've asked everybody I know in Peru Indiana and nobody can help me not even the IRS people say don't trust strangers but I got to put Faith in somebody thank you

[@dreacombs3095]

Did you get my message my name is Drea I gave you my phone number and I told you were strangers but I don't know who else to ask and ask if you know how to fill out at 10:40 form if you can help me

[@Andy-nn1tb]

@Nicholas Rokitaq

[@loganberube9577]

BRO NO FUNNY SHIT HAHAHA FILED SO FAST. LOVED IT, STRAIGHT FORWARD NO OTHER BS.. VERY VERY HELPFUL.

[@myson04]

Line 16 was too confusing for me, but I'm glad you showed us how it works!

[@RoccooDaDon]

Do this apply to the same as if you were a 1099 subcontractor?

[@LibbyOfDaneland]

There aren't enough words, so I'll just say thank you.

[@xelusional9892]

Your cute, dm me ;)

[@gcpD2648]

All I could say is “Thank you so much “🥰

[@marylofranco9432]

this was so helpful thank you so much. wouldn't have been able to do this without you, really appreciate you. take care.

[@tristinmills3482]

How to fill out if never filled or git 3 checks also any onr have a video

[@Rose2485]

Is that a new color or normal color of 1040 tax return 2020 sir?

[@xelusional9892]

Never filed before, and was worried I would get something wrong, I found your video and it was very helpful, am mailing this off tomorrow with confidence thank you.

[@laika9513]

this saved me in my finance class. thank you!!

[@globalgourmand]

Videos like these are absolute godsends. Why.... tf.... doesn't the IRS do this. Anyway, thank you, thank you.

[@marystrong9782]

Thank you I’m struggling to figure this out but with your help I got it thank you so much.

[@craigslistreplies3485]

Why did you skip lines 2a - 8?

[@ginagolding1292]

If I’m filing as self employed what forms do I need on the efile on the irs

[@aljawisa]

I knew something was up with line 16. It's absolutely vague. It should just say (see tax tables, not see instructions) They always screw people up with their vagueness. To add more confusion the put in the blank number 3 spot. You've got to intuit that the taxable amount must be put in line 16 to the far right space.

[@tonyscaccia743]

Awesome, straight-forward video. Will show to my high school personal finance class!

[@violentabyss]

Thank you for teaching this in your class, I can't tell you how many young people are let down by the education system on important things like taxes. Thank you for being the change, cause we need it.

[@tonyscaccia743]

@@violentabyss Yes, sadly I learned a good majority of students don't even have access to classes like this. I love the fact the content I teach to the kids will transition into their own lives.

[@iwasbinibiningpinay9425]

What about married filing jointly? Great video 👍

[@rickeyhughes7380]

Thank you for sharing this video about Form 1040. Will there be a Form 1040EZ for the year 2020 on this year? Please let me know about this whenever possible. Again, I thank you for sharing this video, and do look forward to hearing from you whenever possible.

[@pdftax8031]

The IRS doesn't do 1040EZ anymore.

[@rickeyhughes7380]

Thank you.

[@zekeandmookraquel5415]

Thank you for making this so simple!!!

[@alexandriawhitlock654]

This was awesome could you do one explaining how to file a 1040 for inmates?

[@beverlynewton1342]

Do you have a video explaining qualified dividends? Taking ACC 124 individual tax procedures and not many videos on this

[@42luke93]

Was wondering, where would you put your 1099 income information for things like Stocks or Unemployment?

[@lisavanheerden2267]

Is withholding just federal income tax or does it inlcude social security & medicare also

[@pdftax8031]

Just federal income tax.

[@shyyyg7045]

I like the video and how he made it so simple for people to understand. But maybe, just a little explanation on the EIC because not all people gets the credit. Those who have gains on Schedule C’s or other personal earned income are eligible to get the credit.

[@jessicareyes9833]

greeting. I liked how you explain in full detail. But I ask you if the person was not working that year 2020 or the person was taking government snap aid. how can I apply for the economic impact recovery credit. I have to fill out that form that you are explaining with my complete information and in income put 0. and then where it says in line 30 I have to put $1,800 that I did not receive. I hope you can help me if you can explain a form just like the one I explain but if the person does not work and take snap. thank you very much.

[@MariLaJefa]

How do I enter my 1099-R 401 withdrawal for Cares Act? They say you have 3 years to pay back but I don't know how to enter. I did get taxes taken out of it at the time of withdrawal as well.

[@everythingangel9870]

What if you have a new address would you put the new one instead of the old one

[@pdftax8031]

Yes

[@rohullahhussaini6686]

Thanks for the instruction, it is very helpful. Can we send our 1040 tax return for the year 2020 to IRS now or we should wait until Jan 15 or 31?

[@pdftax8031]

The IRS hasn't yet announced the start date. Last year it was Jan 27.

[@dominiqueshelman2907]

@@pdftax8031 I paid for this form and followed the steps to save and it's not working

[@muhammaddfaheem4566]

do you have W2 income?

[@kellyk5123]

The amount of the recovery rebate goes in line 30 and I should have to repeat in another lines???? Thank You!!!

[@AlexanderMoore-c3i]

6:00 Dec 29th 2023 thanks for the info very helpful. 😊

[@e11world]

Thank you for this video! If one spouse is American, does that make it filing jointly or not? Having to file understreamlined process even though it's 0 income I guess

[@sensiblesydney5058]

Hi, I am looking at the demonstration. Thank you for your support! I thought the $1200 and $600 stimulus credit during the pandemic only applied to people who were in certain income brakcets or had dependents. Also, what if you are single and own a home? Can you use the same form. Many thanks, Sydney.,

[@DamianoOkaie]

Hi, looks like firm is doing fine. May be provide software e-file the 2023.

[@myztichawk]

Okay so I filed my taxes on turbo tax already for this 2020 year and this is my first time claiming myself as independent, so I should be able to get the money. But turbotax never asked me anything about the stimulus money. So now do I print off the 1040 form I got from filing and then write in the stimulus money I am owed and then sign it ,then mail it in? Or was I supposed to do something on turbo tax that I missed.

[@pdftax8031]

If you didn't previously get it and you qualify you'll need to do an amended return. But the IRS hasn't yet published the 2020 of 1040X, so you'll need to wait on that.

[@myztichawk]

@@pdftax8031 Thank you so much for the reply and that answers my question. Does that get released on the IRS website then or will I be able to fill that out right TurboTax? (When it becomes available)

[@myztichawk]

@@pdftax8031 Nevermind I find out where I will be able to find it once it becomes available. Sad that I have to wait even longer, plus the process is probably going to take super long :( hope that works though. Thank you

[@qasept1743]

Oh wow thank you so much. I stuck on line#16 but your video shows about Tax Table which I never knew it.

[@SigmaTheWhiteFlame]

Thank you for mentioning the stimulus checks I had not received mine so it was a great help.

[@Sohan-fe7om]

Great tutorial, can you make a vid on when a person have a w2, and a 1099g, how do you efile 1040 and 1040 schedule 1, attach to each other.

[@shadowlynxv6082]

Why can’t he just do ALL of the forms. Also what about w3. Idk 🤷‍♀️

[@arlene9342]

Thank you. It's good to know that I'm doing the Recovery Rebate correctly.

[@Kris-tp6hz]

Will you be making a video on how to fill out the 1040 for the 2021 tax year ?

[@pdftax8031]

It's in the works.

[@Kris-tp6hz]

@@pdftax8031 Thanks for the reply

[@Lobsterman5481]

Great job! Where do I put my property taxes on this form without without itemizing? Thank you!

[@pdftax8031]

You need to itemized to deduct property tax.

[@Lobsterman5481]

@@pdftax8031 thank you

[@houstontexas9602]

Thankz. Very helpful. Straight to the point. Fast and easy 😎

[@esericae]

Thank you for your video! Any updates on this years tax new forms? You haven’t posted for a while so I hope you’re ok!

[@Maxim_Goncharenko]

Thank you for the video! Please tell me, If I have already paid taxes when I submitted the form to extend the tax return, will I receive a refund + overpayment for the tax paid earlier? Or will I need to submit a separate return request? What is the correct way to reflect this in the 1040 form?

[@pdftax8031]

Put this on line 26, estimated payments of form 1040.

[@nashitoro6622]

I have to put my current income not 2020 one ?

[@dawnmcknight71966]

Do I have to report my ssi/ssd income even tho it's non taxable can I just go straight to line 30 for my stimulus refund do I need an actual tax preparer to help me fill this form out

[@katrinamarshall2375]

What do you do if you have no income in 8 years? Do you still file your 2020 taxes?

[@ThunderBuddyLA]

Idk what to do I got a different document I thought was for taxes but it doesn't show my wages or my income. It says form 1095 idk I tried and it won't work

[@michaelparker2384]

Thanks you sir for being so direct and to the point,

[@kplsharma13]

Is there any formula to calculate the tax, Instead of checking into the table?

[@pdftax8031]

If your taxable income is less than 100,000 you should use the table, otherwise there is a formula in the instructions.

[@robertm9846]

on this 2020 form do you put your income for 2019 year on it

[@pdftax8031]

No. You need the 2019 form for 2019 income. You can get it here: www.pdftax.com/PriorYear/PriorYearSelect.html

[@robertm9846]

@@pdftax8031 think you

[@Chandler890]

how and where does the tax brackets come into play that everyone's is talking about

[@ktgage]

Line 16 of the 1040 form based on your income after standard deduction taken

[@DruidicOrthodox]

My state gave us PUA benefits and that was 0 federal income tax. It was a 1099 G form. Where do you put the numbers for it the income on the form? Please and thank you! A LOT

[@lachellerousseau2]

Do you file the forms for us if we submit them through your website? How do we confirm that they've been filed?

[@pdftax8031]

No. You'll need to print the forms out and file them.

[@DamianoOkaie]

Thank you also since efiled 2022 still struggling with IRS e-file.thanks, maybe use your software.

[@PapayaXMango]

So, what do if there is a 2/3/4/5/6 but no a or b? Skip it? Or...

[@pdftax8031]

You lost me. Are these line numbers?

[@PapayaXMango]

@@pdftax8031 There's a line 2a or 2b, 3a or 3b, ect. On my w-2 there is only 2/3/4/5/6 none of the numbers are followed by a or b.

[@vvalle3318]

Thank you so much for taking the time to post this video. Can you do a one on how to file recovery check, cause I receive SSI and receive my , but not my husband and son.

[@violetrumble3761]

Hello can I just send 1040 to irs or do I have to send my w2 also...thank for your time

[@pdftax8031]

W2's get attached to the front of form 1040.

[@sb-vj6kx]

Always, always keep copies for yourself of everything you send to both federal and state. Useful info when applying for a loan, etc.

[@chuckunice1476]

What if you have multiple W-2s and a 1099 NEC?

[@pdftax8031]

All of that gets reported on your tax return.

[@HelmetVanga]

add from your w-2s federal taxes withheld and also add State tax withheld... put those numbers on your 1040

[@davidmburu3088]

Line 26 remains an issue. Would you explain pls.

[@pdftax8031]

If you're a wage earning employee it probably doesn't apply to you. But if you have your own business you would have made estimated payments in 2020 based on the amount of tax you estimate that you will owe when you file your 2020 form 1040 tax return. If you owe a large amount of tax and don't make estimated payments you'll owe a penalty. That's because the IRS wants you to pay tax as you earn income during the year and not wait until you file your tax return sometime in 2021 to pay. The amount applied form your 2019 tax return comes into play when you as a business owner had estimated payments that turned out to be more than the amount that you actually owed when you filed your 2019 tax return. When that happens you have a choice to have that money applied to next year or have it refunded. In other words, if you apply the money to next year then that will reduce the amount of estimated payments you need to make.

[@latashaford82]

Can do video with someone who is on RSDI

[@user-gm6on2dw8m]

Hey. I didn't receive either of the stimulus checks and I have already filed my 2020 1040 return. I claimed the $1200 first check as recovery rebate credit, but I did not claim the second $600 check. Do I need to wait and fill out a 1040-X? What should I do!!

[@pdftax8031]

Yes you'll need to wait. The IRS hasn't yet published the 2020 version of 1040X.

[@user-gm6on2dw8m]

@@pdftax8031 thanks so much for the reply!!! So will I definitely be able to claim back the $600 check I forgot about (EIP 2)? Or will they not accept my claim as I forgot it on my original 1040...... I really appreciate the help.

[@user-gm6on2dw8m]

@@pdftax8031 one more question. I sent the form in the mail on 9th January. So surely it won't be accepted as I have read that they don't accept before a certain date? Or will they still keep it and file it...?

[@davidmburu3088]

Hello Sir. Thanks for your clarity and your step by step explanation. I now believe I can do it..thumbs up and thanks..

[@pdftax8031]

Glad it helped

[@karinasantos5750]

State tax?

[@sidneygrc]

Wait what if I made less than the standard deduction? I leave it blank?

[@pdftax8031]

The instruction for line 15, taxable income says, "If zero or less enter 0".

[@sidneygrc]

@@pdftax8031 okay thank you I wasn’t sure if I take the standard deduction if I made less than the deduction. For the standard deduction I just put zero

[@MK-77789]

Great teacher! Simple and plain! Teach on line whow to do taxes! I will be your first student!

[@rainkiss10]

Thanks a lot!!! Savedme time to go to the Tax Chart on line

[@vincentdolente7053]

single, unemployed Im confused as to what to put for the scedual D "wages, salaries, tips" Where you have 12900, Tho I get SSI?

[@DXFAN6909]

About people on ssi I didn’t get the two stimulus checks and to get it I have to file a tax form how do I go about filing out

[@Mehfuzascooking]

I have a question regarding my refund My AG I is not much, vacant I get ear down income credits Other question is I have my retirement account and I sold few funds but I do used that money to buy other funds My gain and loss part will show 301 dollars Should I minus out of my adjusted income I hope you will give me answer Thanks

[@pdftax8031]

Money in a retirement account is not usually taxable until you withdraw it.

[@jennielovely637]

Can you do one where you are eligible

[@flowersforyou7255]

Where do I mark for as a non filer?

[@pdftax8031]

Don't need to mark anything if you're not required to file.

[@michaelcarter4672]

Hi I received my first stimulus in May 2020 because I my taxes in2018. I didn't receive my second stimulus because I didn't file in 2019. However the qualification I to file in 2018 now the irs change to 2019 to the second. Also I to have a 1444 paper mail along with my 1040 tax paper. did not receive the 1444 for my first stimulus. Please explain the reason for the change.

[@pdftax8031]

This is a question for the IRS.

[@thecreditempirecompany]

Great information! How do we get the unlimited calculating version?

[@davidwilliamscpa4365]

Explain me

[@Straightoffthetopmedia]

Hello. Can I use this format/form with the 1099-nec? Having no w2 nor payroll deductions?

[@charlottecain5402]

I'm trying to get instructions on how to file an amended state income tax form 140x? 🤔 (Az)

[@pdftax8031]

azdor.gov/forms/individual/individual-amended-return-form

[@nanatskisikao8069]

where do i file if i live in the philippines?

[@alivenkickin799]

I have printed out the forms, BUT do you have to type the amounts out before printing these sheets out OR can you write the amounts out in order for the IRS to accept your forms?

[@pdftax8031]

You can do either.

[@alivenkickin799]

@@pdftax8031 thank you so much for your reply

[@HelmetVanga]

you can write it down with pens, pencils, fountain pens. The IRS just wants you to file the forms on time. Pay on time if you owe. If you make a mess of your calculations, they will fix it for you beautifully. They want your form, your W-2 form or forms from different employers if you have two jobs or more.

[@jeffbrehove2614]

Nothing I can see in the instructions include anything about getting income from the EDD Unemployment assistance ( which included for me the $600 a week stimulus) something I requested tax payments may be taken out of Edit: I have made donations to my town's public zoo. Should that be listed on 10b?

[@sharonjones3170]

Po

[@jenniffer8406]

why is the "stimulus" check recd in Jan 2021 be included in the 2020 tax forms??

[@pdftax8031]

Good question. The second stimulus was authorized in December 2020 but some didn't receive it till 2021.

[@nukeman-kx5oi]

And for those who doesn't have a job can they still fill the form?

[@abulailafigueroa]

Ok so with the lookback rule for those who were on unemployment for majority of the year, how would one use the 2019 agi to claim eic?

[@pdftax8031]

Here's the instructions for using prior year AGI for figuring EIC: Election to use prior year earned income. You may be able to use your 2018 earned income to figure your 2019 earned income credit (EIC) if: 1. Your 2018 earned income was greater than your 2019 earned income. 2. Your main home or the main home of your spouse if filing jointly was located in one of the federally declared disaster zones (or the disaster area outside of the disaster zone if you, and your spouse if filing jointly, were displaced from the main home due to the disaster) during any portion of that disaster's incident period. To make this election, enter "PYEI" and the amount of your 2018 earned income in the space next to Form 1040 or 1040-SR, line 18a. Disaster area. Any area where a major disaster was declared after 2017 by the President under section 401 of the Robert T. Stafford Disaster Relief and Emergency Assistance Act, except the California wildfire disaster area defined in the Bipartisan Budget Act of 2018. Disaster zone. The portion of any disaster area which is determined by the President to warrant individual or individual and public assistance from the federal government under the Robert T. Stafford Disaster Relief and Emergency Assistance Act. Incident period. The period specified by the Federal Emergency Management Agency (FEMA) as the period during which the disaster occurred, but not including any dates before 2018 or after January 19, 2020. Joint returns. If you file a joint return, you qualify to make this election even if only one spouse meets the requirements. If you make the election, your 2018 earned income is the sum of your 2018 earned income and your spouse's 2018 earned income.

[@abulailafigueroa]

@@pdftax8031 thank you. I decided to switch to turbo tax and it did ask more questions and was able to increase my refund. So if anyone reads this who is a hrblock user switch to turbo tax. The free system is more thorough.

[@paulphilippou656]

Trying to pull up EZ 1040 tax form but getting only 2021. Any suggestions? Thanks in advance.

[@pdftax8031]

apps.irs.gov/app/picklist/list/priorFormPublication.html

[@timothypropst238]

Why would you put the $600 you received in 2021 on your 2020 taxes? Isn’t that a different tax year?

[@pdftax8031]

I get that question a lot. You'd think that would be the case, but it's not what the IRS says. That's because the $600 was supposed to be delivered in 2020 but it was a logistical problem for the IRS so most folks didn't get it till 2021.

[@mitchpatrick2199]

Strange question, I wonder if you could guide me. I filed July 15, 2020 and stilll haven’t gotten my refund. The IRS contacted me about a line item , and I sent them a clarification but still no refund. I keep checking my “status” but it consistently says “under review”. All Local IRS offices are closed and no one is accepting calls. Any suggestions?

[@deepikasingh7810]

Just one day ago in cai went to HR bock tofile for tax papers.We means me and my husband signed two times elentronic usually we one one time signature we fill everything but she said after one week i send your papers to Irs do you think is it okay because we are old and finallncially sound.

[@jeanalexander4101]

I'm on SS so I don't file but I need to do the Rebate Recovery credit for my dependent..I did get my 600 direct deposit but did not get the 600 for my dependent. I need to know do I just write.my name address etc and ss# and my dependent ss# and fill in Rebate Recovery credit. Sign it and send it off?

[@Oscarleal44]

I'm new to this. Does a tax preparer provide me the 1040? I've filed taxes before but this is the first time no one will do my taxes for me. My uncle filed them for me in years past.

[@pdftax8031]

Yes. Unless you decide to do it yourself.

[@HelmetVanga]

go online to the irs website and print the 1040 and tax tables...4 pages max.. you can put all the items with a pencil or pen..and mail your forms attached with w-2 forms. on time May 15 I believe

[@doctorcurve3708]

CAN I AMEND MY STATE TAXES TO CLAIM , CALEITC & YCTC ? THANK YOU ! 🙌

[@pdftax8031]

This for is for IRS only.

[@marcoflores4211]

So, in line 30, you only fill that field if you haven't received the stimulus check? So if you have received that stimulus check back in April 2020, do you still put it there, or what line should it go?

[@pdftax8031]

If you received it leave line 30 blank or enter 0.

[@marcoflores4211]

@@pdftax8031 Thank you!!! I know it sounds simple, but just had to make sure. I see that your video was just made. (Jan.8, 2021) About the signature, do you plan to make another video on how to sign the 2020 Tax form electronically? I'm thinking of sending mine by mail, but I heard from someone that the IRS is trying to encourage everyone to do things Online now. The signature will probably present a problem if you don't know how to do that. That would be a cool video to make. (IMO)

[@merejenborders4638]

Hello Sir,would u be so kind to show a video on how to file that form 1040 for qualifying widow.i am from Philippines, but don't have SSN,only my 3 children have.their ages are 15, 13, and 12 yrs old as of now.their father passed away in 2016.can I use their father's SSN

[@GameOverYg]

can I use this form instead of a W2 to apply for an ITIN?

[@pdftax8031]

No. The 1040 is to file your income tax

[@HelmetVanga]

The form you are refering to is called 1040. W2 is the statement from your employer, on this W2 form you can read how much money you earned the entire year and how much money your employer withheld for federal and State.

[@richardclarke6142]

Hey can u tell me how to resolve a problem. I have someone to do my taxes but they've done it wrong I got a letter from the IRS saying the 1044 was done wrong. What kind of forms I need to file to do it right

[@pdftax8031]

Form 1040-X, Amended Tax Return

[@thevineyard3347]

Why not leave previous year worksheets as available for late filers?

[@pdftax8031]

You can get prior year versions here: www.pdftax.com/PriorYear/PriorYearSelect.html

[@thevineyard3347]

@@pdftax8031 This is a great help and service! Thanks so very much! Is this all done with EXCEL? NINJA!

[@jeanniejones8777]

I am 63 worked part time and started getting social security benefits for 2020. I really need help figuring out how to add in my social security benefits. Do you have a video to help me. Every tax service that I spoke to is talking $200 and up to do this for me. That would be my budget for food.

[@pdftax8031]

Use IRS free file. www.irs.gov/filing/free-file-do-your-federal-taxes-for-free

[@marialandon5279]

Hi, thank you for this video. I am filing my 1040 for year 2020 to get the 3rd 1400 stimulus check (I never got the 1st or 2nd either) but I'm having a hard time filling it out. I had 3 jobs in the year 2020. 2 jobs were w2's and 1 job was a 1099. I made a total gross income of 12,599 with all 3 jobs combined for the year. I can't figure out the 1099 part. Can you help?

[@pdftax8031]

Your 1099 income goes on schedule C. Whoever gave you the form 1099 is treating you as an independent contractor. If this is true it means you have your own business and you need to fill out schedule C and schedule SE to pay your own social security taxes. If it's not true you need to ask whoever gave it to you to give you a W2 instead of a 1099. If they refuse you should report them to the IRS. Many employers treat their employees as independent contractors so they don't have to pay the social security tax. The IRS takes a rather dim view of this.

[@Mariah_144]

@@pdftax8031 Thank you for your response. I was an independent contractor and no taxes were taken out of the 3,987 I made. I couldn’t figure it out and went to H &R Block. They said I would get $1500 back if I didn’t claim any deductions. I asked about EIC and then she said oh you qualify so you’ll get $1800 back with out claiming deductions. And the cost to have them prepare and file my 2020 taxes is $450. I left and said I’d think about it. Does that seem fair?

[@carloshoward2758]

How would I go about filling out my tax return online? As far as what website

[@kiyjayh11]

Can you provide the link to the 2020 tax table please

[@pdftax8031]

You can find it in the 1040 instructions on irs.gov.

[@litohernandez7421]

Thank you brother that was a great video..💯💯✍👍👍✌🤣

[@bigguy8749]

What about ssi people who didn’t get 600