Retirement tax questions

The 1040SR is the same as the regular 1040 just larger type.  Same line numbers.    You automatically get the SR if you are 65.  If you are using the Desktop program there is a way to force the one you want.

 

You can't efile if you only have SS or SSDI income.  You must have entered some other kind of income last year.  If you want to file you will have to print and mail it.  Or you can try adding $1 of interest to let you efile.  Make up a fake 1099Int.

 

Enter a 1099-Int  under

Federal

Wages & Income

 Interest and Dividends

Interest on 1099INT - Click the Start or Update button