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Add Your Other Taxes

Now that you've calculated your income tax bill, you must add in any other taxes that you owe, including:

  • the self-employment tax, as shown on Schedule SE
  • the AMT, as shown on Form 6251
  • any Social Security and Medicare tax on tip income not reported to your employer, as shown on Form 4137
  • additional tax on improper distributions or excess contributions to IRAs, other retirement plans, or medical savings accounts, as shown on Form 5329
  • employment taxes on household help, as shown on Schedule H
  • any recapture of the investment tax credit on Form 4255, low-income housing credit on Form 8611, or Indian employment credit on Form 8845
  • any recapture of federal mortgage subsidies on Form 8828, the 10 percent tax on retirement benefits that exceed plan formulas for business owners, and the tax on accumulation distributions of trusts on Form 4970

Note that none of these can be reported on Form 1040EZ, and only the advance earned income credit may be reported on Form 1040A. If you owe any of the other listed taxes, you must file Form 1040.


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