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Level 2
posted Mar 8, 2020 10:42:55 AM

1040-sr

my tt premier generated 1040-sr, i am over 65. Does it make any difference?  my understanding 1040 and 1040-sr are exactly the same except large print. if it makes any difference, how do i force tt to generate 1040 and 1040-sr? i dont care about large print

0 9 2188
9 Replies
Employee Tax Expert
Mar 8, 2020 11:00:44 AM

Yes, this is a new Form 1040 for Seniors, which generates automatically for taxpayers over 65. 

 

Sorry, there's not a way to force TurboTax to generate a standard Form 1040.

 

Click this link for more info about Form 1040-SR.

Level 15
Mar 8, 2020 11:06:34 AM

FORM 1040 and FORM 1040SR

 

There seems to be a considerable amount of confusion and worry regarding the new Form 1040SR.  There is no need to worry if your return is on a Form 1040SR this year.

Compare the Form 1040 and the Form 1040SR with each other.  The lines are the same.  The calculations will be done exactly the same way.  The difference is the 1040SR has larger print and a different background color. There is no effect whatsoever on your tax due or refund amount.

 

https://www.irs.gov/pub/irs-pdf/f1040.pdf

 

https://www.irs.gov/pub/irs-pdf/f1040s.pdf

 

I personally think it is great that I will not need a magnifying glass to look at my tax return this year.

New Member
Mar 16, 2020 10:55:59 AM

Turbo Tax checked 1040 sr and I unchecked it not knowing what it meant. I want to change back but can find the check box. Is it just gone. I understand that the only difference between sr and standard is the size of the print.

New Member
Mar 16, 2020 10:58:23 AM

found it. The check box is on Information Worksheet, Part II at the bottom of that section.

Expert Alumni
Mar 16, 2020 11:00:08 AM

Yes, that is the only difference.  Checking 1040SR will have no impact on your tax return filing.

Level 3
Mar 18, 2020 4:25:54 PM

that's not true!!

There IS a way....

worksheet, part II at the bottom

Level 15
Mar 18, 2020 4:32:11 PM

Yes, 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.

Level 3
Mar 18, 2020 4:33:48 PM

I don't think she said she was using the online version..😊

 

hope it helped anyway

Returning Member
Mar 23, 2020 4:27:24 PM

I believe sentence 2 is just wrong.  Information Worksheet II.