2024 Form 1040 Pricing

Forst Tax offers transparent, upfront pricing based on the forms and schedules you need. If you have questions about what applies to you, please feel free to ask.

 

Simple personal returns typically range between $89 to $299. The starting range for returns with business income is $319 to $499.

 

State return fee for your first state waived if you send all of your info by February 28th

 

Base Fee

 

  • Form 1040 (U.S. Individual Income Tax Return): 89
  • Form 1040-NR (U.S. Nonresident Income Tax Return): 189

 

Common Items

 

  • State Return (State Income Tax Return): 70
  • City/Local Return (City/Local Income Tax Return): 35
  • Schedule 1 (Additional Income and Adjustments to Income): 40
  • Schedule 2 (Additional Taxes): 26
  • Schedule 3 (Additional Credits and Payments): 35
  • Schedule A (Itemized Deductions): 50
  • Form W-2 (Wage and Tax Statement): 5

 

Business Income

 

  • Schedule C (Profit or Loss from Business): 129
  • Schedule E (Supplemental Income and Loss, page 1): 115 first property/85 each additional
  • Schedule E pg 2 (Supplemental Income and Loss, page 2): 20
  • Schedule F (Profit or Loss from Farming): 189
  • Schedule J (Income Averaging for Farmers and Fishermen): 50
  • Wks Clergy 1 (Worksheet for Clergy, page 1): 50
  • Form 1099-NEC (Nonemployee Compensation): 30 first/10 each additional
  • Form K-1 (Ptr, Shareholder's, Beneficiary's Share): 65 first/45 each additional
  • Form 3115 (Appl for Change in Accounting Method, page 1): 300
  • Form 4797 (Sales of Business Property): 110 first asset/55 each additional
  • Form 4835 (Farm Rental Income and Expenses): 189
  • Form 8829 (Expenses for Business Use of Your Home): 50
  • Form 8995 (Qualified Business Income Deduction - Simple): 35
  • Form 8995-A (Qualified Business Income Deduction - Complex): 70

 

Credits and Deductions

 

  • Schedule 8812 (Qualifying Children and Other Dependents Credit): 45
  • Schedule EIC (Earned Income Credit): 45
  • Form 1116 (Foreign Tax Credit): 55
  • Form 2441 (Child and Dependent Care Expenses): 20
  • Form 2555 pg 1-2 (Foreign Earned Income Exclusion, pages 1 and 2): 55
  • Form 5695 (Residential Energy Credits): 50
  • Form 8283 (Non-Cash Charitable Contributions): 25
  • Form 8839 (Qualified Adoption Expenses): 50
  • Form 8908 (Energy Efficient Home Credit): 50
  • Form 8962 (Premium Tax Credit, page 1): 35

 

Investment Income

 

  • Schedule B (Interest and Ordinary Dividends): 25 first item/10 each additional
  • Schedule D (Capital Gains and Losses): 50
  • Form 1099-R (Distributions from Pensions): 20
  • Form 4852 (Substitute for W-2 or 1099-R): 30
  • Form 5329 (Additional Taxes on Retirement Distributions): 30
  • Form 6781 (Gains and Losses from Contracts and Straddles): 60
  • Form 8606 (Nondeductible IRAs): 30
  • Form 8814 (Parents' Election to Report Child's Int and Div): 50
  • Form 8815 (Exclusion of Interest from U.S. Savings Bonds): 20
  • Form 8889 (Health Savings Accounts): 30
  • Form 8915-F (Qualified Disaster Retirement Plan Distributions): 20
  • Form 8938 (Specified Foreign Financial Assets): 55
  • Form 8949 (Sale and Other Disposition of Capital Assets): 25 first item/10 each additional
  • Form 8960 (Net Investment Income Tax): 20

 

Less Common Items

 

  • Form 1098-C (Contribution of Motor Vehicles): 30
  • Form 1099-C (Cancellation of Debt): 30 first/10 each additional
  • Form 1099-G (Certain Government Payments): 20
  • Form 1099-MISC (Miscellaneous Income): 30 first/10 each additional
  • Form 8853 (Archer MSAs and Long-Term Care Ins Contracts): 30
  • Form 8959 (Additional Medicare Tax): 20
  • Form W-2G (Certain Gambling Winnings): 20
  • Schedule H (Household Employment Taxes): 50

 

Prior year returns (2023 and earlier) same as above with 400 minimum. Some less common situations may not be listed.