Tax Cuts and Jobs Act: New Form 1040, Filing Electronically and 2017 Adjusted Gross Income (AGI)

November 1, 2018

What You Need to Know:

• The Form 1040 for tax year 2018 is a shorter form and replaces the current Form 1040, Form 1040A and the Form 1040EZ.

• The new Form 1040 can be supplemented with up to six additional schedules if needed.

• If you prepare and file your own taxes electronically, you must sign and validate your electronic tax return by entering your prior-year AGI or your prior-year Self-Select PIN.

• Some taxpayers using a software product for the first time may need to provide their 2017 Adjusted Gross Income, or AGI, to e-file their 2018 tax return.

• Taxpayers who file on paper will use the updated Form 1040 and supplement it with any needed schedules.

• If you don’t have a copy of your 2017 tax return:
  

  1. Ask your paid preparer, if you used one last year.

  2. Log in to IRS.gov/account if you are an existing user.

  3. Ask the IRS to mail a Tax Return Transcript to you by requesting it here or call 800-908-9946. Allow 5 to 10 days for delivery.