Retirement tax questions

@DeborahMcClure101   You want the 1040SR?  Are you or your spouse over 65?  Most people post here and complain they don't want the 1040SR.

 

Only the data gets efiled to the IRS not the form you used

 

The 1040SR started in 2019.  It is the same as the regular 1040 just larger type and the Standard Deduction chart is added to page 1.  But has the same line numbers.    You automatically get the SR if you or your spouse are 65.  If you are using the Desktop program there is a way to force the one you want.

 

If you use the Desktop program you can switch to forms and the Info Wks part II has a selection to select 1040SR or not.  You can not change it in the Online versions.