Get your taxes done using TurboTax
@ SeniorUser wrote:I'm late entering this discussion, but apparently the fix was never incorporated. It's now September, and data from my 2020 1040-SR doesn't move to the 2021 return. (Both are Deluxe versions.) Why can't I use a regular 1040 form? I've been a senior for quite a few years without needing a special 1040 form, and I've never had this problem before. I AM too old, I fear, to reconstruct depreciation schedules for my rental property halfway through their life. My justification for using Turbo Tax has been to avoid paying someone else to prepare my tax returns. Can't I just opt out of the senior form . . . starting last year?
We can tell you how to transfer 2020 data into a new 2021 return using the *.tax2020 data file, but the method depends on how you prepared the 2020 return last year and how you are preparing the 2021 return this year. How did you prepare your 2020 return--in Online TurboTax or in 2020 desktop software? And how are you wanting to prepare the 2021 return--in Online TurboTax or in 2021 desktop software? If you prepared the 2020 return in desktop software last year, do you still have the *.tax2020 data file?
You also asked about selecting Form 1040 vs Form 1040-SR. Whether you can make the Form 1040 selection depends on if you are using desktop software or Online TurboTax. If you are using desktop software (CD/download), you can choose whether to use Form 1040-SR or a regular Form 1040. They differ only in the size of the font on that one form.
If you are using desktop software go into Forms Mode and in the forms list look for the Information Worksheet (likely abbreviated as "Info Wks"), then scroll down to Part II which has a place to mark your selection. If you are 65 or older, it likely has Form 1040-SR selected as the default, which can be changed. See the image below (click to enlarge) :
.
.
