IRS · Official form

Schedule 3 (Form 1040), Additional Credits and Payments

Schedule 3 is where nonrefundable credits and extra payments that don’t fit on Form 1040 come together. Fill in the official IRS PDF below and download it.

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What is Schedule 3 (Form 1040)?

Schedule 3 (Form 1040), Additional Credits and Payments, has two parts. Part I lists nonrefundable credits such as the foreign tax credit, the credit for child and dependent care expenses, education credits, the retirement savings contributions credit, and residential energy credits.

Part II covers other payments and refundable credits, including the net premium tax credit, amounts paid with an extension request, and excess Social Security tax withheld when you had more than one employer. Totals from both parts flow to Form 1040.

Who files Schedule 3 (Form 1040)?

Taxpayers claiming the child and dependent care credit, education credits, or the saver’s credit
People with foreign tax credit from investments or income earned abroad
Homeowners claiming residential energy credits
Filers who paid tax with an extension or had excess Social Security tax withheld by multiple employers

How to fill out Schedule 3 (Form 1040)

Enter your name and Social Security number as they appear on your Form 1040.
Complete Part I with each nonrefundable credit you are claiming, attaching the underlying form, such as Form 2441 or 8863, where required.
Complete Part II with other payments and refundable credits that apply to you.
Total each part and carry the amounts to the matching lines on Form 1040.
Download the finished PDF and file it with your return, or enter the figures into your e-file software.

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Page 1 36 fields

Name(s) shown on Form 1040, 1040-SR, or 1040-NR

Your social security number

Part I. Nonrefundable Credits. 1. Foreign tax credit. Attach Form 1116 if required.

2. Credit for child and dependent care expenses from Form 2441, line 11. Attach Form 2441.

3. Education credits from Form 8863, line 19.

4. Retirement savings contributions credit. Attach Form 8880.

5a. Residential clean energy credit from Form 5695, line 15.

5b. Energy efficient home improvement credit from Form 5695, line 32.

6. Other nonrefundable credits: a. General business credit. Attach Form 3800.

6b. Credit for prior year minimum tax. Attach Form 8801.

6c. Adoption credit. Attach Form 8839.

6d. Credit for the elderly or disabled. Attach Schedule R.

6f. Clean vehicle credit. Attach Form 8936.

6g. Mortgage interest credit. Attach Form 8396.

6h. District of Columbia first-time homebuyer credit. Attach Form 8859.

6i. Qualified electric vehicle credit. Attach Form 8834.

6j. Alternative fuel vehicle refueling property credit. Attach Form 8911.

6k. Credit to holders of tax credit bonds. Attach Form 8912.

6l. Amount on Form 8978, line 14. See instructions.

6m. Credit for previously owned clean vehicles. Attach Form 8936.

6z. Other nonrefundable credits. List type.

6z. and amount:

7. Total other nonrefundable credits. Add lines 6a through 6z.

8. Add lines 1 through 4, 5a, 5b, and 7. Enter here and on Form 1040, 1040-S R, or 1040-N R, line 20.

Part I I. Other Payments and Refundable Credits. 9. Net premium tax credit. Attach Form 8962.

10. Amount paid with request for extension to file (see instructions).

11. Excess social security and tier 1 R R T A tax withheld.

12. Credit for federal tax on fuels. Attach Form 4136.

13. Other payments or refundable credits: a. Form 2439.

13b. Section 1341 credit for repayment of amounts included in income from earlier years.

13c. Net elective payment election amount from Form 3800, Part I I I, line 6, column (j).

13d. Deferred amount of net 965 tax liability (see instructions).

13z. Other nonrefundable credits (see instructions):

13z. Amount.

14. Total other payments or refundable credits. Add lines 13a through 13z.

15. Add lines 9 through 12 and 14. Enter here and on Form 1040, 1040-S R, or 1040-N R, line 31.

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Frequently asked questions

What is the difference between Part I and Part II?

Part I credits are nonrefundable, meaning they can reduce your tax to zero but not below it. Part II holds payments and refundable credits, which can generate a refund even when they exceed your tax.

Do I still need the underlying credit forms?

Usually yes. Most credits on Schedule 3 are calculated on their own form first, for example Form 2441 for dependent care or Form 8863 for education credits, and Schedule 3 just carries the result.

Schedule 3 (Form 1040), Additional Credits and Payments

What is Schedule 3 (Form 1040)?

Who files Schedule 3 (Form 1040)?

How to fill out Schedule 3 (Form 1040)

Quick fill Schedule 3 (Form 1040) on this page

Frequently asked questions

Related forms

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

Form 2441, Child and Dependent Care Expenses

Form 8863, Education Credits (American Opportunity and Lifetime Learning Credits)