Fill out Schedule 2 (Additional Taxes) online
Schedule 2 is filed with Form 1040 to report additional taxes that are not reported directly on the main form. Part I covers the Alternative Minimum Tax (AMT) and excess premium tax credit repayment. Part II covers other taxes including self-employment tax, unreported Social Security and Medicare tax, additional tax on IRAs and retirement plans, household employment taxes, and repayment of first-time homebuyer credit.
How to fill out Schedule 2 (Additional Taxes)
Determine which additional taxes apply to you
Review each line on Schedule 2 to identify which additional taxes you owe. Common ones include AMT (line 1), excess premium tax credit repayment (line 2), self-employment tax (line 4), and additional tax on early IRA/retirement distributions (line 8).
Complete Part I (Tax)
If you owe the Alternative Minimum Tax, complete Form 6251 and enter the result on line 1. If you received excess advance Premium Tax Credit payments, complete Form 8962 and enter the repayment amount on line 2. Add these for the Part I total on line 3.
Complete Part II (Other Taxes)
Enter self-employment tax from Schedule SE on line 4. Report unreported Social Security/Medicare tax from Form 4137 or Form 8919 on lines 5-6. Enter additional tax on IRAs or retirement plans from Form 5329 on line 8. Include household employment taxes from Schedule H on line 10.
Calculate totals and transfer to Form 1040
Add all amounts in Part II for the total on line 21. Transfer the Part I total (line 3) to Form 1040, line 17, and the Part II total (line 21) to Form 1040, line 23.
About Schedule 2 (Additional Taxes)
Who needs this form
Taxpayers who owe the Alternative Minimum Tax, need to repay excess advance Premium Tax Credit, owe self-employment tax, owe additional tax on early distributions from IRAs or retirement plans, owe household employment taxes, or have other additional tax obligations listed on the schedule.
Where to submit
Attach Schedule 2 to your Form 1040 or 1040-SR. The total from Part I goes to Form 1040, line 17, and the total from Part II goes to Form 1040, line 23.
Source and content freshness
- Reviewed: 2026-02-24
- Check the latest official form instructions for the filing year that applies to you.
- Filing deadlines may shift for weekends and holidays. Verify due dates with official instructions.
Common mistakes to avoid
- Forgetting to attach Form 6251 (AMT) or Schedule SE (Self-Employment Tax) when the corresponding lines are filled in
- Not reporting the additional 10% tax on early retirement plan distributions (Form 5329)
- Omitting household employment taxes (Schedule H) for domestic employees
- Double-counting self-employment tax that was already included on another line
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Do I need Schedule 2 if I only owe self-employment tax?
Yes. Self-employment tax is reported on Schedule SE, but the resulting amount must also be entered on Schedule 2, Part II, line 4. From there, it flows to Form 1040, line 23. Even if self-employment tax is your only additional tax, you still need Schedule 2 to carry the amount to your return.
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