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64mayne5
New Member

I need help filling my tax return for seniors on form 1040- SR. These are the forms: 2 Forms 1099-R Pension, Form SSA-1099 Social Security, and W-2G Gambling Winnings.

Help, I've been trying to file for the past two days.
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3 Replies

I need help filling my tax return for seniors on form 1040- SR. These are the forms: 2 Forms 1099-R Pension, Form SSA-1099 Social Security, and W-2G Gambling Winnings.

To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.

 

Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your SSA1099.

 

To enter the W-2G  or other documents For your Gambling winnings--Go to Federal>Wages & Income>Less Common Income>Gambling Winnings

 

 

When you prepare a tax return here you will be preparing a Form 1040---if you are 65 or older ---when you print it out it will print out on a Form 1040SR.  The Form 1040 and Form 1040SR are identical.  The only difference is that the 1040SR has bigger type.  The lines are the same and all of the calculations are done the same way.  Whether you use 1040 or 1040SR has no effect at all on your tax refund or tax due.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
MaryK4
Expert Alumni

I need help filling my tax return for seniors on form 1040- SR. These are the forms: 2 Forms 1099-R Pension, Form SSA-1099 Social Security, and W-2G Gambling Winnings.

You can enter the information in TurboTax and it will create the 1040SR.  See Everything to Know About the 1040-SR Form for Filing Seniors.

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I need help filling my tax return for seniors on form 1040- SR. These are the forms: 2 Forms 1099-R Pension, Form SSA-1099 Social Security, and W-2G Gambling Winnings.

if your AGI is below 73,000 get truly free filing from the IRS free file system at IRS.gov

visit the IRS at https://www.irs.gov/filing/free-file-do-your-federal-taxes-for-free

 

 

TurboTax will not handle your return for no charge.

 

TurboTax Online is very confusing, as you have seen for yourself.

 

@64mayne5 

 

 

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