1040-SR Standard Deduction Chart On Page 4 Is Not Being Completed By TT

Forum|Forum|5 years ago
February 26, 2021
3 replies
25 views

Page 4 of 1040-SR that is the "Standard Deduction Chart" is not being completed by TT on the top line for "Age/Blindness" section (from Standard Deduction on page 1). I have checked with others who have either an extra block checked on page 1 for age and/or blindness and their 1040-SR Page 4 is likewise blank. Why is this as there there should be an entry there for those additional blocks checked?

xmasbaby0

Level 15

When you went through the questions in My Info did you indicate that either you or your spouse are legally blind? The question about that is on a screen in My Info.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

Critter-3

Level 15

Page 4 of the 1040SR is ONLY a worksheet and is not part of the return filing ... all that needs to be completed is the box on page 1 ... this page 4 is only really used for those filing paper returns not efiling.

micheleaey

Level 4

Hi I file a paper return. I am not understanding why it is necessary to have this standard deduction chart going with my tax return. It seems to be an informational worksheet, but it is labeled at 1040-SR Page 4.

Am I really expected to include it in my filed return? I found it odd when I went to print that something that looks to be a "keep for your records" "information only" page is in the document for me to print and file to the IRS. Doesn't the IRS know the standard deduction brackets themselves without me having to attach the form for them?

Page 1 shows me checked off as being born before January 2, 1958

Age/Blindness
Spouse: X Was born before January 2, 1958

Is this the reason the page is printing and does the IRS really require the page sent to them with the printed return?

xmasbaby0

Level 15

The Form 1040SR does include that information regarding the standard deduction on page 4. However, the Form 1040 and 1040SR have identical lines and do the calculations exactly the same way. The 1040SR has larger print. And...if you are filing by mail, you send in the printed tax form along with copies of any W-2's or 1099's that show tax withheld. When you print your return for filing by mail it will print out the pages you are supposed to include to mail to the IRS.

macuser_22

Alumni - Champ

Page 4 is just a chart of the possibilities. The actual deduction on on the 1040 line 12.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

PoolmonAuthor

Level 2

1. Page 4 at the very top has an arrow where to its right is a space for TT to insert the number of additional boxes checked on page 1. It is the only personal data that this page can carry.

2. Page 4 covers both blindness and age boxes. The number there could range from 1-4

3. Page 4 is treated as part of the return by TT as it is both specifically numbered as such and if you direct TT to print "only the return to be filed" it is one of the pages that is in fact printed.

Therefore my inquiry to TT for clarification of this matter.

Critter-3

Level 15

Let us try this again ... the IRS doesn't need page 4 at all to figure the standard deduction at all ... using the info you entered in the MY INFO section the appropriate boxes are marked on the 1040 page 1 which automatically completes line 12 of the form 1040. This only comes into play if you are 65 or older and/or blind. Look at the forms carefully ...