Instructions for Line 44 on Tax Form 1040

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Many components go into determining the tax amount entered on line 44 of Internal Revenue Service Tax Form 1040. Detailed instructions and worksheets are available from the IRS to aid in the calculations.

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Line 44 Inclusions

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The figure entered on line 44 is a total of taxes related to various applicable items. It can cover taxable income, unearned income of a dependent child (e.g., interest and dividends), lump sum distributions and capital gains, and foreign earned income. Line 44 also includes taxes on educational assistance or refunds.

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Line 44 Calculations

If your taxable income is under $100,000, use the IRS Tax Table to determine the tax rate for line 44. If it's $100,000 or more, use the Tax Computation Worksheet. Use Form 8615 to calculate the tax for dependent child income over $2,000. The Schedule D Tax Worksheet is used to calculate tax on lump sum distributions and capital gains when lines 18 or 19 exceed zero. If you don't need to file Schedule D, use the Qualified Dividends and Capital Gain Tax Worksheet. If you claimed the foreign earned income or housing exclusions or deductions on Form 2555 or 2555-EZ, use the Foreign Earned Income Tax Worksheet. Form 8863 provides details about educational credits and associated taxes.

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