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What is IRS Form 1040 Schedule 4?

Written by a TurboTax Expert • Reviewed by a TurboTax CPAUpdated for Tax Year 2020 • October 23, 2024 9:33 AM
OVERVIEW

Form 1040 Schedule 4 is no longer used for current tax returns, but you may need to fill out this form if you’re completing a tax return for tax year 2018.

 

Key Takeaways

  • Taxpayers used to report additional taxes like self-employment tax on IRS Form 1040 Schedule 4 in 2018.
  • Beginning with the 2022 tax year, you won't find a separate Schedule 4 as it was consolidated into other forms to simplify the filing process.
  • IRS Form 1040 Schedule 4 does not cover deductions for home office expenses; these are typically reported on Form 8829 and carried over to Schedule C if you're self-employed.
  • Income from rental property isn't reported on IRS Form 1040 Schedule 4; instead, you should use Schedule E for such reports.

New forms

The Tax Cuts and Jobs Act of 2017 changed the landscape of the United States tax system in several ways. One such change came from a new set of forms to report taxable income to the IRS.

To simplify and expedite how you prepare your taxes, the IRS devised the new "postcard-size" Form 1040. Despite the smaller form size, this new 1040 still relies on several other new 1040 schedules you may need to use for reporting your income tax liability.

Let's take a closer look at the old Form 1040 Schedule 4, understand how it's been combined with the new 1040 Schedule 2, Part II, and review the items covered on the form as well as when you might need to fill out this schedule.

What is Form 1040 Schedule 4?

Form 1040 Schedule 4 was used in the 2018 tax year for reporting other taxes you may have owed above and beyond your federal income taxes. The other taxes include items such as the self-employment tax, unreported FICA taxes, repayment of the first-time homebuyer credit, and more.

This information is now included on the redesigned Form 1040 Schedule 2, Part II. It appears with the original information shown on Schedule 2 relating to the alternative minimum tax and repayment of the excess advance premium tax credit in Part I.

You only fill out this form for completing tax returns for tax year 2018. For the 2020 tax year, this information now appears on 1040 Schedule 2.

Additional Changes to Schedule 4 Include “Other Taxes”

You now report "Other Taxes" you paid during the tax year on 1040 Schedule 2. These are the types you might encounter:

Unreported Social Security and Medicare tax

You can incur unpaid Social Security or Medicare tax if you don’t report earnings to your employer — for example, if you receive cash tips on top of wages. Under such circumstances, you are required to include Form 4137 with your return.

TurboTax Tip:

Always check the latest IRS guidelines or consult with a tax professional to ensure you're using the correct forms and schedules for your taxes.

Additional tax on IRAs, qualified retirement plans, and other tax-favored accounts

You may need to review Form 5329 to see if you owe tax if you’ve received early distribution or made excess contributions from certain retirement plans.

Thanks to the CARES Act, the requirement to receive a minimum required distribution has been waived for calendar year 2020.

Household employment taxes

This includes any taxes paid for household workers you employed during 2020. If you paid any non-student household employee over the age of 18 cash wages of $2,200 or more, withheld federal income taxes on their behalf, or paid more than $1,000 in any calendar quarter of 2019 or 2020, you will need to use Schedule H to determine how much you owe.

Repayment of first-time homebuyer credit

If you bought a home in 2008 and used it as your main residence for all of 2020, you may have qualified for a first-time homebuyer credit. If that now needs to be repaid, you can enter this amount without attaching Form 5405.

Other taxes

There are several other taxes you could owe and must now report on Schedule 2 rather than Schedule 4. These include, but not limited to:

  • Additional Medicare tax
  • Net Investment Income Tax
  • interest due on installment income from the sale of certain residential lots and timeshares
  • deferred tax on gain from certain installment sales

While Form 1040 Schedule 4 is no longer used for current tax returns, you don’t need to memorize all the details. Tax laws and forms change often and TurboTax can keep you updated and make sure you never miss a refund.

With TurboTax Live Full Service, a local expert matched to your unique situation will do your taxes for you start to finish. Or, get unlimited help and advice from tax experts while you do your taxes with TurboTax Live Assisted.

And if you want to file your own taxes, you can still feel confident you'll do them right with TurboTax as we guide you step by step. No matter which way you file, we guarantee 100% accuracy and your maximum refund.

 

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The above article is intended to provide generalized financial information designed to educate a broad segment of the public; it does not give personalized tax, investment, legal, or other business and professional advice. Before taking any action, you should always seek the assistance of a professional who knows your particular situation for advice on taxes, your investments, the law, or any other business and professional matters that affect you and/or your business.

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  • Child Tax Credit (CTC)
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  • Taxable qualified retirement plan distributions

Examples of situations not included in a simple Form 1040 return:

  • Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions
  • Unemployment income reported on a 1099-G
  • Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers)
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  • Income from rental property or property sales
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