Internal Revenue Service (IRS) · United States

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Schedule 2 (Form 1040), Additional Taxes

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JustFill only fills the official Schedule 2 PDF so you can type or dictate your entries; it does not calculate your taxes, give tax advice, or file or e-file with the IRS — you attach the completed schedule to your Form 1040 and submit it yourself.JustFill is not affiliated with Internal Revenue Service (IRS). This is an independent third-party tool to help you complete Schedule 2. Always download the current blank form from the official source and verify your completed copy before signing or submitting. Official Schedule 2 from Internal Revenue Service (IRS)

Quick answer

Schedule 2 (Form 1040), "Additional Taxes," is an IRS attachment for taxes that don't appear on Form 1040 itself, such as the Alternative Minimum Tax in Part I and self-employment, Additional Medicare, and net investment income taxes in Part II. The Part I total flows to Form 1040 line 17 and Part II to line 23. JustFill fills the official Schedule 2 PDF online free.

Form
Schedule 2
Issued by
Internal Revenue Service (IRS)
Country
United States
Cost to fill
Free

What is Schedule 2?

Schedule 2 (Form 1040), Additional Taxes, is the IRS schedule you attach to your Form 1040 to report taxes that don't have a line on the main return. Part I (Tax) covers the Alternative Minimum Tax from Form 6251 and the repayment of excess advance premium tax credit from Form 8962, with the total on line 3 carried to Form 1040 line 17. Part II (Other Taxes) covers self-employment tax from Schedule SE, unreported Social Security and Medicare tax on tips, additional taxes on IRAs and other retirement plans from Form 5329, household employment taxes from Schedule H, the Additional Medicare Tax from Form 8959, and the Net Investment Income Tax from Form 8960, with the total on line 21 carried to Form 1040 line 23. You only attach Schedule 2 if at least one of these taxes applies to you. With JustFill you can fill Schedule 2 online free — the AI reads the PDF, places every line, and lets you type or dictate your figures in your browser, even on a scanned or non-fillable copy, with no Adobe.

Who fills out Schedule 2?

  • Self-employed people, freelancers, and gig workers who owe self-employment tax figured on Schedule SE
  • Taxpayers who triggered the Alternative Minimum Tax (AMT) and must report it from Form 6251
  • People who received an advance premium tax credit through the Health Insurance Marketplace and must repay part of it (Form 8962)
  • Higher earners subject to the Additional Medicare Tax (Form 8959) or the Net Investment Income Tax (Form 8960)
  • Taxpayers who owe early-withdrawal or other penalties on IRAs and retirement plans (Form 5329) or household employment taxes (Schedule H)

Field-by-field breakdown

What each section of Schedule 2 asks for. JustFill’s AI will detect these fields automatically when you upload the PDF — review the breakdown below so you know what to enter.

Header

Your name as shown on Form 1040 and your Social Security number, so the schedule matches your return.

Part I — Line 1 (Alternative Minimum Tax)

The Alternative Minimum Tax owed, carried from Form 6251.

Part I — Line 2 (Excess APTC Repayment)

Repayment of excess advance premium tax credit, from Form 8962.

Part I — Line 3 (Total)

Add lines 1 and 2; this total carries to Form 1040, 1040-SR, or 1040-NR, line 17.

Part II — Lines 4–10 (Other Taxes)

Self-employment tax on line 4 (from Schedule SE), unreported tips (Form 4137) and uncollected wages tax (Form 8919), additional tax on IRAs and retirement plans (Form 5329), household employment taxes (Schedule H), and first-time homebuyer credit repayment (Form 5405) on line 10.

Part II — Lines 11–18 (More Other Taxes)

Additional Medicare Tax on line 11 (from Form 8959), Net Investment Income Tax on line 12 (from Form 8960), uncollected Social Security/Medicare/RRTA tax, and other write-in additional taxes subtotaled on lines 17a–17z and line 18.

Part II — Line 21 (Total Other Taxes)

The sum of your Part II other taxes; this total carries to Form 1040 or 1040-SR, line 23.

Common mistakes to avoid

  • 1Entering a total on the wrong Form 1040 line — the Part I total (line 3) goes to Form 1040 line 17, while the Part II total (line 21) goes to line 23; swapping them misstates your tax.
  • 2Putting a number on Schedule 2 without completing and attaching the source form that produced it (for example Form 6251 for AMT, Schedule SE for self-employment tax, or Form 8959 for Additional Medicare Tax).
  • 3Skipping the excess premium tax credit repayment — if you received an advance premium tax credit through the Marketplace, you must reconcile it on Form 8962 and report any excess repayment on Schedule 2 line 2, not leave Schedule 2 off your return.

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Frequently asked questions

Yes. The IRS provides Schedule 2 (Form 1040) at no cost, and JustFill lets you fill it online free — upload the PDF, let the AI detect each line, type or dictate your figures, and download the completed schedule. There is no charge to fill and download it.
Download the latest Schedule 2 PDF and the Form 1040 instructions directly from the IRS at irs.gov/forms-pubs/about-schedule-2-form-1040. Then upload that PDF to JustFill to complete it in your browser without printing or installing software.
Yes. JustFill is a browser-based filler that works on the official Schedule 2 PDF, including scanned or non-fillable copies. Its AI auto-detects each field so you can type or dictate your entries, then download a clean PDF — no Adobe Acrobat needed. Filing it with the IRS is a separate step.
You file Schedule 2 only if you owe one of its taxes — such as the Alternative Minimum Tax, self-employment tax, Additional Medicare Tax, or net investment income tax. It is an attachment to Form 1040: the Part I total flows to line 17 and the Part II total to line 23.

Official source: Schedule 2 on Internal Revenue Service (IRS)’s website

JustFill is an independent product and is not affiliated with, endorsed by, or sponsored by Internal Revenue Service (IRS) or any government agency. Always verify your completed form on the official version before signing or submitting.