Schedule 3

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Updated Jan 29, 2025
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A Schedule 3 is an important tax document used to claim nonrefundable credits, such as foreign tax credits, education credits, or general business credits. Taxpayers use this form to reduce their total tax liability and ensure accurate reporting. Download this Schedule 3 form in PDF and fill it out confidently with the guidelines below.
Choose your type of this legal template.
Document Types
Form 1040
This form helps U.S. taxpayers report income and determine taxes owed or refunds.
267 downloads
Form 1040-C
This form reports income and settles taxes for departing U.S. residents or nonresidents.
188 downloads
Form 1040-ES
This form helps taxpayers calculate and pay estimated taxes on income not subject to withholding.
194 downloads
Form 1040-NR
This form helps nonresident aliens report U.S.-sourced income and calculate taxes owed or refunds.
213 downloads
Form 1040-SR
This form helps taxpayers 65+ report income and calculate taxes or refunds.
299 downloads
Form 1040-V
This form helps U.S. taxpayers submit payments for their federal income taxes accurately.
187 downloads
Form 1040-X
This form allows to amend income tax returns and correct errors or omissions.
213 downloads
Schedule 1
This document is used to report additional income and adjustments on a federal tax return.
181 downloads
Schedule 2
This form is used by taxpayers to report additional taxes and ensure accurate filing.
170 downloads
Schedule 8812
This form ensures the calculation and verification of credits for qualifying children and dependents.
120 downloads
Schedule A
This form is used by taxpayers to itemize deductions and report eligible expenses on their tax return.
171 downloads
Schedule B
This tax form is used to report interest and dividend income for tax purposes.
175 downloads
Schedule C
This form reports business income and expenses to calculate net profit or loss.
232 downloads
Schedule D
This document is used to report capital gains and losses from the sale of assets.
173 downloads
Schedule E
This document is used to report supplemental income from rentals, royalties, and partnerships.
165 downloads
Schedule EIC
This form verifies eligibility for the Earned Income Credit by detailing qualifying children.
117 downloads
Schedule F
This document is used to report farm income and expenses for tax filing.
166 downloads
Schedule H
This form reports household employment taxes for individuals who employ domestic workers.
160 downloads
Schedule J
This form ensures the calculation and application of income averaging for farmers and fishermen.
118 downloads
Schedule R
This form ensures the verification of eligibility for the Credit for the Elderly or the Disabled.
123 downloads
Schedule SE
This form ensures accurate calculation of self-employment taxes for Social Security and Medicare.
119 downloads
Schedule 3

1040 Schedule 3 is a supplementary document for reporting additional credits and payments not initially covered on the base form 1040. These credits can include everything from child and dependent care to refundable credits like the health coverage tax credit. 

When Is a Schedule 3 Used?

Any taxpayer whose financial affairs warrant additional credits or payments will file the IRS Schedule 3. Whether you’re a freelancer paying a foreign tax or an individual claiming education credits, you will find Schedule 3 indispensable. Schedule 3 tax form must be filed by the April 15 deadline unless granted an extension. 

Parties Involved

  • Taxpayer;
  • Tax preparer or advisor;
  • IRS.

Key Terms

  • Additional Credits. Specific credits beyond those directly listed on Form 1040.
  • Refundable Credits. These can be refunded to you even if you have no tax liability.
  • Non-Refundable Credits. These reduce the total tax liability but cannot create a refund.

Elements of a Schedule 3

Part I of Schedule 3 form. Non-refundable credits

  • Foreign tax credit;
  • Child and dependent care credit.


Part II of tax Schedule 3. Other payments and refundable credits

  • Net premium tax credit;
  • Health coverage tax credit.

How To Create a Schedule 3?

  1. Download the Form. Access the Schedule 3 1040  PDF from the IRS website or Lawrina. 

  2. Gather Necessary Information. Compile your tax documents, noting any credits you're eligible for.

  3. Follow Schedule 3 Form 1040 Instructions. Carefully read through each section's instructions to ensure accurate reporting. The 2025 schedule 3 instructions guide you step-by-step through completion.

  4. Review and Submit. Double-check your entries against a IRS Form 1040 schedule 3 to confirm accuracy, then submit it.

Use Lawrina’s PDF tool to fill out the IRS 1040 Schedule 3. This removes the hassle of manually completing forms, ensuring accuracy and efficiency without overwhelming yourself.