CCH Axcess Tax — Form 1040

Basic Data

General › Taxpayer and spouse information.

Taxpayer / Spouse

Taxpayer first/MI Last name Taxpayer SSN Occupation (TP) Spouse first/MI Last name Spouse SSN Occupation (SP) Home address City State / ZIP Phone

Filing Status & Dependents

General › Filing status election and dependent detail.

Filing Status

Single Married filing jointly Married filing separately Head of household Qualifying surviving spouse

Dependents

#	Name	SSN	Relationship	CTC	Other dep
1
2

Income

Income/Deductions › Form 1040, lines 1–9.

Income 0

LnDescriptionAmount

Wages (Form W-2)

1aTotal W-2, box 1 wages

1bHousehold employee wages

1cTip income not on line 1a

1dMedicaid waiver payments

1eTaxable dependent-care benefits

1fEmployer adoption benefits

1gWages from Form 8919

1hOther earned income

1zTotal wages

Interest, Dividends, and Other Income

2aTax-exempt interest (not taxed)

2bTaxable interest

3aQualified dividends

3bOrdinary dividends

4aIRA distributions

4bTaxable amount

5aPensions and annuities

5bTaxable amount

6aSocial security benefits

6bTaxable amount

7Capital gain/(loss) (Sch D)

8Additional income (Schedule 1, line 10)

9Total income

Adjustments & AGI

Income/Deductions › Form 1040, lines 10–11.

Adjusted Gross Income

LnDescriptionAmount

10Adjustments to income (Schedule 1, line 26)

11Adjusted gross income (9 − 10)

Deductions

Income/Deductions › Form 1040, lines 12–15.

Deductions

LnDescriptionAmount

12Standard or itemized deduction (auto by status; enter to override)

Deduction applied

13Qualified business income deduction (Form 8995)

14Add lines 12 and 13

15Taxable income (11 − 14; not less than 0)

Tax and Credits

Income/Deductions › Form 1040, lines 16–24.

Tax and Credits

LnDescriptionAmount

16Tax (from brackets on line 15 + status)

17Amount from Schedule 2, line 3

18Add lines 16 and 17

19Child tax credit / other dependents (auto from dependents)

20Amount from Schedule 3, line 8

21Add lines 19 and 20

22Subtract line 21 from line 18

23Other taxes (Schedule 2, line 21)

24Total tax

Payments

Income/Deductions › Form 1040, lines 25–33.

Payments and Refundable Credits

LnDescriptionAmount

25aWithholding — Form(s) W-2

25bWithholding — Form(s) 1099

25cWithholding — other forms

25dTotal withholding

26Estimated payments + prior year applied

27Earned income credit (EIC)

28Additional child tax credit (Sch 8812)

29American opportunity credit (8863)

31Amount from Schedule 3, line 15

32Total other payments / refundable credits

33Total payments

Refund / Amount Due

Income/Deductions › Form 1040, lines 34–38.

Refund or Amount You Owe

LnDescriptionAmount

34Overpayment / refund (if 33 > 24)

37Amount you owe (if 24 > 33)

38Estimated tax penalty (Form 2210)

Wages — Forms W-2

Income/Deductions › Wage statements; totals carry to Form 1040.

Forms W-2 entered

#	Box 1 — Wages	Box 2 — Fed W/H	Box 17 — State W/H
1
2
3
4
TOTALS	0	0	0

Carries to Form 1040

1099 Income

Income/Deductions › Information returns; totals carry to Form 1040.

Forms 1099-INT — Interest

#	Box 1 — Interest	Box 4 — Fed W/H
1
2
TOTAL INTEREST	0	0

Forms 1099-DIV — Dividends

#	Box 1a — Ordinary	Box 1b — Qualified	Box 4 — Fed W/H
1
2
TOTAL DIVIDENDS	0	0	0

Forms 1099-NEC — Nonemployee Compensation

#	Box 1 — Comp	Box 4 — Fed W/H
1
2
TOTAL NEC	0	0

Forms 1099-R — Retirement

#	Payer	Box 1 — Gross	Box 2a — Taxable	Box 4 — Fed W/H
1
TOTAL 1099-R		0	0	0

Carries to Form 1040

Business — Schedule C

Income/Deductions › Profit or loss from business (sole proprietorship).

Business Information

Proprietor Business name Principal business Code (NAICS) Accounting method EIN (if any)

Part I — Income

LnDescriptionAmount

1Gross receipts or sales (incl. 1099-NEC)

2Returns and allowances

3Subtract line 2 from line 1

4Cost of goods sold

5Gross profit

6Other income

7Gross income

Part II — Expenses

LnDescriptionAmount

8Advertising

9Car and truck expenses

10Commissions and fees

11Contract labor

12Depletion

13Depreciation and §179

14Employee benefit programs

15Insurance (other than health)

16aInterest — mortgage

16bInterest — other

17Legal and professional services

18Office expense

19Pension and profit-sharing

20aRent — vehicles, equipment

20bRent — other business property

21Repairs and maintenance

22Supplies

23Taxes and licenses

24aTravel

24bDeductible meals (50%)

25Utilities

26Wages (less credits)

27aOther expenses

28Total expenses

29Tentative profit/(loss)

30Business use of home (Form 8829)

31Net profit/(loss)

Carries from / to

Credits — Schedule 3

Tax / Credits › Additional credits and payments.

Part I — Nonrefundable Credits

LnDescriptionAmount

1Foreign tax credit (Form 1116)

2Child and dependent care (Form 2441)

3Education credits (Form 8863)

4Retirement savings credit (Form 8880)

5aResidential clean energy (Form 5695)

5bEnergy efficient home improvement

6Other nonrefundable credits

8Total nonrefundable credits (to Form 1040, line 20)

Part II — Other Payments and Refundable Credits

LnDescriptionAmount

9Net premium tax credit (Form 8962)

10Amount paid with extension

11Excess social security withheld

12Federal tax on fuels (Form 4136)

13Other payments / refundable credits

15Total other payments / refundable (to Form 1040, line 31)

Carries to Form 1040

📄 Government Form — Form 1040 (2025), populated from worksheet input.

Form

1040

Department of the Treasury
Internal Revenue Service

U.S. Individual Income Tax Return

For the year Jan 1–Dec 31, 2025

OMB No. 1545-0074

Filing Status: ☐Single ☐MFJ ☐MFS ☐HOH ☐QSS

Your first name and middle initial

Last name

Your social security number

Spouse first name and middle initial

Last name

Spouse's social security number

Home address (number and street), apt no.

City, state, ZIP

Income
1z	Total wages (Form W-2, box 1)
2b	Taxable interest
3a	Qualified dividends
3b	Ordinary dividends
4b	IRA distributions — taxable amount
5b	Pensions and annuities — taxable
6b	Social security benefits — taxable
7	Capital gain or (loss)
8	Additional income (Schedule 1)
9	Total income
10	Adjustments to income (Schedule 1)
11	Adjusted gross income
12	Standard or itemized deduction
13	Qualified business income deduction
14	Add lines 12 and 13
15	Taxable income
Tax and Credits
16	Tax
17	Amount from Schedule 2, line 3
18	Add lines 16 and 17
19	Child tax credit / credit for other dependents
20	Amount from Schedule 3, line 8
21	Add lines 19 and 20
22	Subtract line 21 from line 18
23	Other taxes (Schedule 2)
24	Total tax
Payments
25a	W-2 withholding
25b	1099 withholding
25d	Total withholding
26	Estimated tax payments
32	Total other payments / refundable credits
33	Total payments
Refund / Amount You Owe
34	Overpayment (refund)
37	Amount you owe

For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Form 1040 (2025)