I had a 1099-R but TurboTax used a 1040-SR for my taxes my only source of income is my pension and social security.

[xmasbaby0]

A 1040  or 1040SR is the tax return form you prepare here to send to the IRS.   If you start entering data in this software you are preparing a Form 1040.   Please look at it so you will know what you are sending to the IRS:

PREVIEW 1040

https://ttlc.intuit.com/questions/1901539-how-do-i-preview-my-turbotax-online-return-before-filing

Click on Tax Tools on the left side of the screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.

[DoninGA · Accepted solution]

The IRS Form 1040-SR and the Form 1040 are exactly the same form.  Only the SR has a larger typeface for easier reading.

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

To enter, edit or delete a form 1099-R -

• 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 IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

[VolvoGirl]

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.   In the Online version if you want to use the regular 1040 form, you can print out the 1040SR and copy the amounts onto the 1040 and then mail your return.

[anslem-lucio1]

Would I be able to file it over or just leave it and do the verification that they sent for my dad. 

And thank you very much for responding, I appreciate you. 

[VolvoGirl]

What?  File what over?  Why?  Did you already file and it was Accepted?  Then the IRS sent you a letter?  If you mailed or efiled a return you can not file it again.  Do you need to change something on it?  Just do what the IRS letter says.

[DeborahMcClure101]

• I need a 1040SR

[DeborahMcClure101]

Can I finish and file now

[xmasbaby0]

@DeborahMcClure101 If you are 65 or older the software will use a 1040SR for you.   That is the tax return form that your information gets entered on and it is what goes to the IRS.   Everyone who files a tax return is using either a 1040 or a 1040SR.   They are identical--except the 1040SR has bigger type.

A 1040 or 1040SR  is the tax return form you prepare here to send to the IRS.   If you start entering data in this software you are preparing a Form 1040.   Please look at it so you will know what you are sending to the IRS:

PREVIEW 1040

https://ttlc.intuit.com/questions/1901539-how-do-i-preview-my-turbotax-online-return-before-filing

Click on Tax Tools on the left side of the screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.

[VolvoGirl]

@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.   

[DeborahMcClure101]

I have everything on a 1040 but it wouldn't let me finish and file couldn't get the code I needed