There is absolutely no difference between the Form 1040 and 1040SR for entries or calculations. The Only difference between the two forms is the size of the type on the 1040SR is larger, that's it.
Amending the 2020 tax return automatically creates a Form 1040-X.
Social Security income is not excluded. You enter the benefits received and the program will calculate the taxable amount of the benefits if any.
To enter Social Security benefits reported on form SSA-1099
- Click on Federal Taxes (Personal using Home and Business)
- Click on Wages and Income (Personal Income using Home and Business)
- Click on I'll choose what I work on (if shown)
- Scroll down to Retirement Plans and Social Security
- On Social Security (SSA-1099, RRB-1099), click the start or update button
Or enter ssa-1099 in the Search box located in the upper right of the program screen. Click on Jump to ssa-1099
Up to 85% of Social Security Retirement/Disability/Survivors benefits becomes taxable when all your other income plus 1/2 your social security reaches:
Married Filing Jointly - $32,000
Single or Head of Household - $25,000
Married Filing Separately - 0
