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How It Works

STEP-BY-STEP INSTRUCTIONS: Downloading Form

How to Download our Excel-based Form 1040: Step-by-Step Instructions

STEP 1: Click on the purchase button:

STEP 2: Select your payment method, and complete forms or Apple Pay and PayPal information

STEP 3: Or add to Cart and then check out or use Apple Pay

STEP 4: Download Excel spreadsheet Form 1040

 

STEP-BY-STEP INSTRUCTIONS: Using Form

How to Use Excel-based Form 1040 to calculate taxes: 

The IRS Success Excel spreadsheet for Form 1040 will help U.S. citizens who pay Federal taxes, better calculate, file, and maintain accurate records of their taxes. IRS Success provides step-by-step instructions for completing Form 1040 in a pre-formulated Excel spreadsheet.

STEP 1: Enter dollar amounts in the orange cells circled in Figure 1 below. The green “Total” cells will automatically populate.

Figure 1: Lines 1 through 15

STEP 2: Using the amount on Line 15, look up your tax amount in the Tax Tables on pages 65 to 77 of Form 1040 Instruction Manual.

STEP 3: Enter the tax amount on Line 16 of this form, in the pink cell circled in Figure 2 below.

STEP 4: Continue to enter dollar amounts into the orange cells as seen in Figure 2 below. The green “Total” cells will automatically populate.

STEP 5: If Line 34 is a positive number, this is your refund, green cell.

STEP 6: If Line 37 is a positive number, this is the amount you owe, red cell.

Figure 2: Lines 16 through 38

The Excel spreadsheet for Form 1040 includes worksheets for the following Schedules:

  • Schedule 1: Additional Income & Adjustments
  • Schedule 2: Additional Taxes
  • Schedule 3: Additional Credits and Payments

The spreadsheet also includes three additional sections:

  • Step-by-Step Instructions (see Figure 3below)
  • Disclaimer
  • IRS Success Contact Information

Figure 3: IRS Success Product Instructions


The following Schedules are being added to Excel spreadsheet for Form 1040:

  • Schedule A: Itemized Deductions
  • Schedule B: Interest and Ordinary Dividends
  • Schedule C: Profit or Loss from Business
  • Schedule D: Capital Gains and Losses (along with its worksheet)
  • Schedule E: Supplemental Income and Loss
  • Schedule F: Profit or Loss from Farming
  • Schedule SE: Self-Employment Tax

All of the worksheets included in the 1040 Excel spreadsheet are password-protected, and all of the formulas are automated and hidden. However, customers can add new worksheets to the file or create links to other spreadsheets.

See the FAQ page for the answer to frequently asked questions.

Direct questions regarding this Excel 1040 Form via www.irs.success@strategicsolutions.biz.