Schedule 2 (Form 1040): Additional Taxes

What is Schedule 2 (Form 1040)?

Schedule 2 (Form 1040), Additional Taxes, is the attachment for taxes that don’t appear on the face of Form 1040. Part I covers the alternative minimum tax and any repayment of excess advance premium tax credit from Marketplace health coverage.

Part II collects other taxes, including self-employment tax from Schedule SE, additional taxes on early retirement account distributions, household employment taxes from Schedule H, the additional Medicare tax, and net investment income tax. The totals carry back to Form 1040.

Who files Schedule 2 (Form 1040)?

Taxpayers who owe alternative minimum tax figured on Form 6251
People repaying excess advance premium tax credit reconciled on Form 8962
Self-employed filers who owe self-employment tax from Schedule SE
Anyone with other additional taxes, such as early distribution penalties or household employment taxes

How to fill out Schedule 2 (Form 1040)

Enter your name and Social Security number to match your Form 1040.
Complete Part I if you owe alternative minimum tax or must repay advance premium tax credit, attaching Form 6251 or 8962 as required.
Work through Part II, entering each additional tax that applies and attaching its supporting form.
Total each part and carry the amounts to the indicated lines on Form 1040.
Download the finished PDF and file it with your return, or transfer the numbers into your e-file software.

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Page 1 38 fields

Page 2 24 fields

Page 2. Part I I. Other Taxes (continued). 17. Other additional taxes: a. Recapture of other credits. List type, form number.

17a. and amount:

17b. Recapture of federal mortgage subsidy. If you sold your home, see instructions.

17c. Additional tax on H S A distributions. Attach Form 8889.

17d. Additional tax on an H S A because you didn't remain an eligible individual. Attach Form 8889.

17e. Additional tax on Archer M S A distributions. Attach Form 8853.

17f. Additional tax on Medicare Advantage M S A distributions. Attach Form 8853.

17g. Recapture of a charitable contribution deduction related to a fractional interest in tangible personal property.

17h. Income your received from a nonqualified deferred compensation plan that fails to meet the requirements of section 409A.

17i. Compensation you received from a nonqualified deferred compensation plan described in section 457A.

17j. Section 72(m)(5) excess benefits tax.

17k. Golden parachute payments.

17l. Tax on accumulation distribution of trusts.

17m. Excise tax on insider stock compensation from an expatriated corporation.

17n. Look-back interest under section 167(g) or 460(b) from Form 8697 or 8866.

17o. Tax on non-effectively connected income for any part of the year you were a nonresident alien from Form 1040-N R.

17p. Any interest from Form 8621, line 16f, relating to distributions from, and dispositions of, stock of a section 1291 fund.

17q. Any interest from Form 8621, line 24.

17z. Any other taxes. List type.

17z. and amount:

18. Total additional taxes. Add lines 17a through 17z.

19. Recapture of net E P E from Form 4255, line 1d, column (l).

20. Section 965 net tax liability installment from Form 965-A.

21. Add lines 4, 7 through 16, 18, and 19. These are your total other taxes. Enter here and on Form 1040 or 1040-S R, line 23; or Form

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Frequently asked questions

Who has to file Schedule 2?

Only taxpayers who owe one of the taxes it lists. Most people with just wage income and normal withholding never need it. Common triggers are self-employment tax, AMT, and repaying advance premium tax credit.

Does Schedule 2 calculate the taxes itself?

Mostly no. Taxes like AMT, self-employment tax, and the net investment income tax are figured on their own forms, such as Form 6251, Schedule SE, and Form 8960. Schedule 2 collects the results in one place.

Schedule 2 (Form 1040), Additional Taxes

What is Schedule 2 (Form 1040)?

Who files Schedule 2 (Form 1040)?

How to fill out Schedule 2 (Form 1040)

Quick fill Schedule 2 (Form 1040) on this page

Frequently asked questions

Related forms

Schedule 1 (Form 1040), Additional Income and Adjustments to Income

Schedule SE, Self-Employment Tax

Form 6251, Alternative Minimum Tax, Individuals