IRS Schedule 2 (Form 1040)
Report additional taxes such as the alternative minimum tax and self employment tax.
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About IRS Schedule 2 (Form 1040)
Schedule 2, Additional Taxes, is filed with Form 1040 when you owe taxes beyond the regular income tax. Part I covers the alternative minimum tax and the repayment of excess advance premium tax credit, and Part II covers other taxes such as self employment tax, additional taxes on retirement plans, and household employment taxes.
This page is a general guide and a fillable helper, not tax advice. Always download and file the current official form from the IRS at https://www.irs.gov/forms-pubs/about-schedule-2-form-1040 and confirm the fields and current rules match before you file.
Who needs to complete it
- Taxpayers who owe the alternative minimum tax figured on Form 6251.
- Self employed people who owe self employment tax from Schedule SE.
- Anyone repaying excess advance payments of the premium tax credit.
- People who owe additional taxes on retirement accounts or household employees.
How to fill out IRS Schedule 2 (Form 1040)
- 1Enter your name and Social Security number as shown on Form 1040 at the top.
- 2In Part I, enter the alternative minimum tax from its supporting form if it applies.
- 3Enter any repayment of excess advance premium tax credit.
- 4Total Part I and carry the amount to your Form 1040.
- 5In Part II, enter self employment tax from Schedule SE.
- 6Add any additional taxes on retirement plans, household employment taxes, or other listed items.
- 7Total Part II and carry the other taxes to your Form 1040.
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Frequently asked questions
What kinds of taxes go on Schedule 2?
Schedule 2 collects additional taxes such as the alternative minimum tax, self employment tax, and certain taxes on retirement plans, then carries them to Form 1040. This is a general guide, not tax advice, and you should download and file the current official form from the IRS.
Where does self employment tax come from?
You figure self employment tax on Schedule SE, then enter it in Part II of Schedule 2. Follow the current form for the exact line.
Do I need Schedule 2 if I have none of these taxes?
If none of the listed additional taxes apply to you, you generally do not need to file Schedule 2. Review the current instructions to be sure.
Is this the official IRS form?
This is a fillable helper to make completion easier. Always download and file the current official form from the IRS at https://www.irs.gov/forms-pubs/about-schedule-2-form-1040 and confirm the fields match.