Household Tax 360 – Schedules A B C D E F SE

Household Tax 360 • Form 1040 + Schedules A, B, C, D, E, F, SE

2026 PLANNING • 49 TABS • COMPLETE SCHEDULE STRUCTURE

Complete Household Tax Return Organizer

Organized around the Form 1040 return structure, including Schedule 1, new Schedule 1-A, Schedule 2, Schedule 3, itemized deductions, interest/dividends, detailed Schedule C business expenses, capital gains, rental/K-1 income, farming, self-employment tax, depreciation, home office, child/family credits, education, retirement, payments and state tax.

Gross Income$0

Schedule C Net$0

Schedule E Net$0

Schedule F Net$0

AGI$0

Taxable Income$0

Est. Federal Tax$0

Refund / Balance$0

Tax Return Dashboard

The permanent dashboard is shown above the tabs. This page adds return-level diagnostics.

Total Household Income$0

Total Business Profit$0

Total Credits$0

Refund / Balance$0

Form 1040 Profile

Taxpayer NameTaxpayer AgeSpouse NameSpouse AgeState

Filing StatusTax YearDigital Asset Question ReviewStandard Deduction Planning Amount

$32,200

Children & Dependents

#	Claim	Name	Age	Relationship	Care Expense	Education Expense
1
2
3
4
5
6
7
8
9
10

Dependents0

Potential CTC Children0

Other Dependents0

Schedule 1 – Additional Income

Taxable refunds/credits of state and local income taxesAlimony received if taxableBusiness income or loss (Schedule C carryover)Other gains/losses (Form 4797)Rental/royalty/K-1 income (Schedule E carryover)Farm income/loss (Schedule F carryover)Unemployment compensationOther Schedule 1 income

Schedule 1 – Adjustments to Income

Educator expensesCertain business expenses of reservists/performing artists/fee-basis officialsHSA deductionMoving expenses if eligibleDeductible part of self-employment taxSelf-employed SEP/SIMPLE/qualified plansSelf-employed health insurancePenalty on early withdrawal of savingsAlimony paid if deductibleIRA deductionStudent loan interest deductionOther Schedule 1 adjustment

Schedule 1-A – Additional Deductions

Qualified tips deduction after eligibility reviewQualified overtime deduction after eligibility reviewQualified car-loan interest deduction after eligibility reviewSenior deduction after eligibility reviewOther Schedule 1-A additional deduction

Schedule 1-A is new for 2026 filing and is subject to specific definitions, limits and phaseouts.

Schedule 2 – Additional Taxes

Alternative minimum taxExcess advance premium tax credit repaymentSelf-employment tax (Schedule SE carryover)Additional tax on IRAs/retirement plansHousehold employment taxesAdditional Medicare taxNet investment income taxOther Schedule 2 tax

Schedule 3 – Additional Credits & Payments

Foreign tax creditChild/dependent care creditEducation creditsRetirement savings contributions creditResidential energy creditsOther nonrefundable creditsExcess Social Security/RRTA withholdingOther payments/refundable credits

Schedule A – Itemized Deductions

Medical and dental expensesState/local income or sales taxesReal estate taxesPersonal property taxesHome mortgage interest and pointsInvestment interestCash charitable giftsNoncash charitable giftsCasualty/theft loss if allowableGambling losses / other allowable itemized deductions

Itemized Total Before Limitations: $0

Schedule B – Interest & Ordinary Dividends

Payer	Interest	Ordinary Dividends	Qualified Dividends

Foreign account / trust questions reviewed?

Schedule C – Profit or Loss From Business

Business NamePrincipal Business / ProfessionBusiness CodeEINAccounting Method

Material Participation?Started/acquired during year?1099 filing requirement?Gross Profit

Net Schedule C Profit

Schedule C – Income & Cost of Goods Sold

Gross receipts or sales Returns and allowances Other income

Cost of Goods Sold

Beginning inventoryPurchases less personal useCost of laborMaterials and suppliesOther costsEnding inventory

COGS: $0

Schedule C Line 8 – Advertising

Digital advertisingPrint advertisingDirect mailSigns/bannersSponsorshipsWebsite advertisingSocial media adsOther advertising

Schedule C Line 9 – Car & Truck Expenses

Business milesPlanning mileage rate ($/mile)Standard Mileage Estimate

Parking / tolls

Actual auto expenses if using actual methodBusiness-use percentageVehicle placed in service dateWritten mileage evidence maintained?

Schedule C Line 10 – Commissions & Fees

Sales commissionsReferral feesPlatform commissionsAgent commissionsOther commissions/fees

Schedule C Line 11 – Contract Labor

1099 subcontractorsFreelancersTemporary contract laborProfessional contractorsOther contract labor1099-NEC reporting reviewed?

Schedule C Line 13 – Depreciation & Section 179

Depreciation from Form 4562Section 179 included aboveBonus / special depreciation included above

Use Form 4562 tab for asset-level details.

Schedule C Line 15 – Insurance (Other Than Health)

General liabilityProfessional liability/E&OCommercial propertyCommercial autoBusiness interruptionCyberOther business insurance

Schedule C Line 16 – Interest

Mortgage interest paid to banksOther business loan interestBusiness credit card interestEquipment financing interestOther business interest

Schedule C Line 17 – Legal & Professional Services

AttorneyCPA/accountingBookkeepingConsultingPayroll serviceTax preparationOther professional fees

Schedule C Line 18 – Office Expense

Office suppliesPostagePrintingSoftware subscriptionsSmall office equipmentBank/merchant administration feesOther office expense

Schedule C Lines 19 & 14 – Pension/Profit-Sharing & Employee Benefits

Employee pension/profit-sharing contributionsEmployee health benefitsOther employee benefit programs

Owner/self-employed retirement deductions may belong on Schedule 1 rather than Schedule C.

Schedule C Line 20 – Rent or Lease

Vehicles/machinery/equipment rentOffice/store rentWarehouse rentLand rentEquipment leaseOther rent/lease

Schedule C Line 21 – Repairs & Maintenance

Equipment repairsVehicle repairs under actual methodBuilding repairsIT maintenanceCleaning/maintenanceOther repairs

Schedule C Line 22 – Supplies

Operating suppliesCleaning suppliesShop suppliesSmall toolsSafety/PPE suppliesOther supplies

Schedule C Line 23 – Taxes & Licenses

Employer payroll taxesBusiness licensesState/local business taxesPersonal property tax on business assetsRegulatory feesOther deductible taxes/licenses

Schedule C Line 24 – Travel & Meals

AirfareHotel/lodgingRental car/local transportationBusiness meals deductible amountConferencesOther travel

Meal limitations and substantiation rules apply.

Schedule C Line 25 – Utilities

ElectricityGasWaterBusiness phoneInternetTrashOther utilities

Schedule C Line 26 – Wages

Employee wagesBonusesCommissions treated as wagesOther taxable employee compensationW-2/payroll return reconciliation notes

Schedule C Line 30 – Business Use of Home

Deduction from Form 8829 / simplified methodMethod

Exclusive and regular use and other requirements apply.

Schedule C Part V – Other Expenses

Bank chargesBusiness educationDues/subscriptionsSecurityUniforms/protective clothingSmall software/toolsBad debts if applicableOther expense 1Other expense 2Other expense 3

Schedule D & Form 8949 – Capital Gains and Losses

Description	Short/Long	Proceeds	Basis	Adjustment

Capital gain distributionsCapital loss carryoverNet transaction gain/loss

Schedule E Part I – Rental Real Estate & Royalties

Property / Royalty	Income	Advertising	Auto/Travel	Cleaning	Insurance	Interest	Repairs	Taxes	Utilities	Depreciation	Other

Schedule E Rental Net: $0

Schedule E Parts II–V – Partnerships, S Corporations, Estates, Trusts, REMICs

Entity	Type	Passive Income	Nonpassive Income	Loss

Basis, at-risk, passive-activity and excess-business-loss rules may limit losses.

Schedule F – Profit or Loss From Farming

Farm Income

Sales of livestock/produceCooperative distributionsAgricultural program paymentsCCC loans/electionsCrop insurance proceedsCustom hire incomeOther farm income

Farm Expenses

Car/truckChemicalsConservationCustom hireDepreciation/179Employee benefitsFeedFertilizers/limeFreight/truckingFuel/oilInsuranceInterestLabor hiredPension/profit-sharingRent/leaseRepairsSeeds/plantsStorageSuppliesTaxesUtilitiesVeterinary/breeding/medicineOther farm expenses

Schedule F Net: $0

Schedule SE – Self-Employment Tax

Net Schedule C profit

Net Schedule F profit

Other self-employment earningsPlanning SE tax rate (%)Estimated SE tax before wage-base / Medicare adjustments

This is only a screening estimate; Schedule SE wage-base, Social Security wage interaction, Additional Medicare Tax and special rules are not fully modeled.

Form 4562 – Depreciation & Amortization

Asset	Cost/Basis	Business Use %	Placed in Service	179	Special/Bonus	Regular Depreciation

Total Depreciation/Expensing Entered: $0

Form 8829 – Expenses for Business Use of Home

Area used regularly and exclusively for business (sq ft)Total home area (sq ft)Business-use percentage

Direct Expenses

Repairs directly to officeOffice-specific paintingOther direct expenses

Indirect Expenses

Mortgage interest / rentReal estate taxesInsuranceUtilitiesRepairs/maintenanceDepreciationOther indirect expensesCalculated actual-method estimate

Schedule 8812 – Child Tax Credit / Credit for Other Dependents

Potential qualifying children under 17

Potential other dependents

Planning CTC amount per childPlanning ODC amount per dependentExpected nonrefundable CTC/ODC after eligibility reviewExpected refundable ACTC

Schedule 8812 eligibility, phaseout and refundability rules must be applied separately.

Form 8863 – Education Credits

Total dependent education expenses entered

AOTC qualified expensesExpected AOTCRefundable AOTC portionLifetime Learning qualified expensesExpected LLC

AOTC and LLC have separate student, expense and income-limit rules.

Other Household Credits

Child/dependent care creditEarned Income Tax CreditSaver’s CreditAdoption creditPremium Tax CreditForeign tax creditResidential clean energy creditEnergy-efficient home improvement creditClean vehicle creditPreviously owned clean vehicle creditOther federal credit

Retirement, IRA & HSA

401(k)/403(b)/457 employee deferralsTraditional IRA contributionsRoth IRA contributionsSEP/SIMPLE contributionsDeductible IRA amountHSA deductionSelf-employed retirement deductionPotential Saver’s Credit entered on Other Credits tab after eligibility review

Estimated Tax Payments & Withholding

Federal withholding – taxpayerFederal withholding – spouseOther federal withholdingQuarterly estimated tax paymentsExtension paymentPrior-year refund appliedOther federal payment

Total Federal Payments: $0

State Tax Organizer

State taxable income adjustmentPlanning state effective tax rate (%)State creditsState withholding / estimated paymentsPreliminary state tax/refund

Federal Tax Estimate

Planning effective federal income tax rate (%)Other tax adjustment not in Schedule 2

This tool intentionally uses an editable effective rate and does not replace the Form 1040 tax tables or qualified-dividend/capital-gain worksheets.

Gross Income

AGI

Taxable Income

Tax Before Credits

Tax After Credits

Tax Notes & Professional Review

Questions for CPA / EA / tax attorneySchedule C issues to reviewSchedule D / investment issuesSchedule E / rental / K-1 issuesSchedule F / farm issuesCredits / itemized deductions to verifyState-specific issues

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