Drake Tax 2025 — [MENSAH, FRANCIS & AMA] — Form 1040 _□×

1040 Main

Sch 1 — Add'l Income

Sch 2 — Add'l Taxes

Sch 3 — Credits

Sch A — Itemized

Sch B — Int/Div

Sch C — Business

Sch D — Cap Gains

Sch E — Rentals

Sch SE

W-2s

1099s

Notes

📄 Form View

1040 U.S. Individual Income Tax Return

Tax Year 2025
Filing Deadline 04/15/2026

▾ Taxpayer Information

Taxpayer First/MI: Last Name: SSN: Spouse First/MI: Last Name: SSN: Home Address: City: State / ZIP: Occupation (TP): Occupation (SP): Phone:

▾ Filing Status

Check one: Single Married Filing Jointly Married Filing Separately Head of Household Qualifying Surviving Spouse

▾ Dependents

#	Name	SSN	Relationship	CTC	Credit for Other Deps
1
2

▾ Income

Description Amount Entered Calculated

        1a
        Total amount from Form(s) W-2, box 1
        
        1b
        Household employee wages not on W-2
        
        1c
        Tip income not reported on line 1a
        
        1d
        Medicaid waiver payments
        
        1e
        Taxable dependent-care benefits (Form 2441)
        
        1f
        Employer-provided adoption benefits (Form 8839)
        
        1g
        Wages from Form 8919, line 6
        
        1h
        Other earned income
        
1zTOTAL WAGES (sum 1a–1h)0

        2a
        Tax-exempt interest (not taxed)
        
        2b
        Taxable interest (Sch B if > $1,500)
        
        3a
        Qualified dividends
        
        3b
        Ordinary dividends
        
        4a
        IRA distributions
        
        4b
        Taxable amount
        
        5a
        Pensions and annuities
        
        5b
        Taxable amount
        
        6a
        Social security benefits
        
        6b
        Taxable amount
        
        7
        Capital gain/(loss) (Sch D)
        
        8
        Other income from Schedule 1, line 10
        
9TOTAL INCOME (1z + 2b + 3b + 4b + 5b + 6b + 7 + 8)0

▾ Adjusted Gross Income

Description Amount Entered Calculated

10 Adjustments to income from Schedule 1, line 26

11 ADJUSTED GROSS INCOME (line 9 − line 10)

0

▾ Deductions

Description Amount Entered Calculated

12Standard OR itemized deduction (auto-set by filing status; override below)0

        13
        Qualified business income deduction (Form 8995)
        
14Add lines 12 and 130
15TAXABLE INCOME (line 11 − line 14; if zero or less, enter -0-)0

▾ Tax and Credits

Description Amount Entered Calculated

16Tax from tax tables/brackets (auto-computed from line 15 + filing status)0

        17
        Amount from Schedule 2, line 3 (AMT, excess APTC)
        
18Add lines 16 and 170
19Child tax credit / credit for other deps (auto-calc'd from dependents)0

        20
        Amount from Schedule 3, line 8
        
21Add lines 19 and 200
22Subtract line 21 from line 18 (if zero or less, enter -0-)0

        23
        Other taxes from Sch 2, line 21 (SE tax, additional Medicare, etc.)
        
24TOTAL TAX (line 22 + line 23)0

▾ Payments

Description Amount Entered Calculated

        25a
        Federal income tax withheld from Form(s) W-2
        
        25b
        Federal income tax withheld from Form(s) 1099
        
        25c
        Other forms (see instructions)
        
25dAdd lines 25a through 25c0

        26
        2025 estimated tax payments + prior year applied
        
        27
        Earned income credit (EIC)
        
        28
        Additional child tax credit (Sch 8812)
        
        29
        American opportunity credit (Form 8863, line 8)
        
        31
        Amount from Schedule 3, line 15
        
32Add lines 27, 28, 29, and 31 — refundable credits0
33TOTAL PAYMENTS (line 25d + line 26 + line 32)0

▾ Refund or Amount You Owe

Description Amount Entered Calculated

34REFUND (if line 33 > line 24)0
37AMOUNT YOU OWE (if line 24 > line 33)0

        38
        Estimated tax penalty (Form 2210)

Return Summary

Filing Status: MFJ
Dependents: 2 (2 w/ CTC)

Total Wages (1z) 0

Total Income (9) 0

AGI (11) 0

Std/Itemized Ded. (12) 0

Taxable Income (15) 0

Tax Before Credits (16) 0

Child Tax Credit (19) 0

Total Tax (24) 0

Total Payments (33) 0

Refund 0

2025 Marginal Bracket

——

Effective rate: 0%

F4 recalculates the return.
F2 opens View/Print menu.
Tax calculated using 2025 ordinary income brackets. Capital gains/qualified divs not yet split (preferential rates).

📄 Form 1040 Preview — populated from worksheet

Form

1040

Department of the Treasury
Internal Revenue Service

U.S. Individual Income Tax Return

For the year Jan 1–Dec 31, 2025, or other tax year beginning ____, ending ____

OMB No. 1545-0074

IRS Use Only—Do not
write or staple in this space.

Filing Status

☐ Single ☐ Married filing jointly (even if only one had income) ☐ Married filing separately (MFS) ☐ Head of household (HOH) ☐ Qualifying surviving spouse (QSS)

Your first name and middle initial

Last name

Your social security number

If joint return, spouse's first name and middle initial

Last name

Spouse's social security number

Home address (number and street)

Apt. no.

City, town, or post office

State

ZIP code

Dependents (see instructions)

(1) First and last name	(2) Social security number	(3) Relationship to you	(4) ✓ if CTC	(5) ✓ if other dep.

Income
1a	Total amount from Form(s) W-2, box 1
1b	Household employee wages not reported on Form(s) W-2
1c	Tip income not reported on line 1a
1d	Medicaid waiver payments not reported on Form(s) W-2
1e	Taxable dependent care benefits from Form 2441, line 26
1f	Employer-provided adoption benefits from Form 8839, line 29
1g	Wages from Form 8919, line 6
1h	Other earned income (see instructions)
1z	Add lines 1a through 1h
2a	Tax-exempt interest (not taxable)
2b	Taxable interest
3a	Qualified dividends
3b	Ordinary dividends
4a	IRA distributions
4b	Taxable amount
5a	Pensions and annuities
5b	Taxable amount
6a	Social security benefits
6b	Taxable amount
7	Capital gain or (loss). Attach Schedule D if required
8	Additional income from Schedule 1, line 10
9	Add lines 1z, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income
10	Adjustments to income from Schedule 1, line 26
11	Subtract line 10 from line 9. This is your adjusted gross income
12	Standard deduction or itemized deductions (from Schedule A)
13	Qualified business income deduction from Form 8995 or 8995-A
14	Add lines 12 and 13
15	Subtract line 14 from line 11. If zero or less, enter -0-. This is your taxable income

Form 1040 (2025) · Page 2

Tax and Credits
16	Tax (see instructions). Check if any from Form(s): ☐ 8814 ☐ 4972 ☐ ___
17	Amount from Schedule 2, line 3
18	Add lines 16 and 17
19	Child tax credit or credit for other dependents from Schedule 8812
20	Amount from Schedule 3, line 8
21	Add lines 19 and 20
22	Subtract line 21 from line 18. If zero or less, enter -0-
23	Other taxes, from Schedule 2, line 21
24	Add lines 22 and 23. This is your total tax
Payments
25a	Federal income tax withheld from Form(s) W-2
25b	Federal income tax withheld from Form(s) 1099
25c	Other forms (see instructions)
25d	Add lines 25a through 25c
26	2025 estimated tax payments and amount applied from 2024 return
27	Earned income credit (EIC)
28	Additional child tax credit from Schedule 8812
29	American opportunity credit from Form 8863, line 8
31	Amount from Schedule 3, line 15
32	Add lines 27, 28, 29, and 31. These are your total other payments and refundable credits
33	Add lines 25d, 26, and 32. These are your total payments
Refund
34	If line 33 is more than line 24, subtract line 24 from line 33. This is the amount you overpaid
35a	Amount of line 34 you want refunded to you
36	Amount of line 34 you want applied to your 2026 estimated tax	0
Amount You Owe
37	Subtract line 33 from line 24. This is the amount you owe
38	Estimated tax penalty (see instructions)

Sign Here

Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and belief, they are true, correct, and complete.

Your signature

Date

Your occupation

Spouse's signature. If a joint return, both must sign.

Date

Spouse's occupation

For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Cat. No. 11320B Form 1040 (2025)

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