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Level 4

Solved

1040-SR?

42 replies
182 views

All the time I was doing my 2020 tax return with TurboTax, I thought I was using Form 1040. That's what I would look at when switching from EasyStep to Forms. But when I printed a digital copy of my tax return after filing it electronically, I saw that what was submitted was Form 1040-SR. But the strange thing is that when I look at the list of available forms in Form mode, there is a Form 1040 and a Form1040/1040-SR Worksheet, but no Form 1040-SR. Where is Form 1040-SR?

macuser_22Answer

Alumni - Champ

@ldamario wrote:

Yes, but still there is the issue of why 1040-SR doesn't show up in the list of forms.

In software the 1040 & 1040SR are the same form. It is only different on the IRS paper form with larger type in the 1040SR. On a computer there is no difference.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

DoninGA

Level 15

A Form 1040-SR is exactly the same as a Form 1040 only will a larger typeface. It is for those who are age 65 or older.

ldamarioAuthor

Level 4

Yes, but still there is the issue of why 1040-SR doesn't show up in the list of forms.

DoninGA

Level 15

@ldamario wrote:

Yes, but still there is the issue of why 1040-SR doesn't show up in the list of forms.

If you print the Form 1040 and you are age 65 or older it will print as a Form 1040-SR.

Why it is not listed is a question for the programmers. Assume there was no need to show the same form twice

keywhee

Level 2

If I am over 65 but do not want a 1040-SR printed, how can I avoid it? I would like only a regular 1040 printed.

DoninGA

Level 15

@keywhee wrote:

If I am over 65 but do not want a 1040-SR printed, how can I avoid it? I would like only a regular 1040 printed.

Why? They are Exactly the same form with the exact same line numbers, calculations, adjustments, deductions, credits, etc. The only difference is the the Form 1040SR has a large type then the Form 1040.

Consultant2

Level 2

I don't want the SR version of 1040. How can I opt out? (It is ridiculous, and downright ageist, to assume anyone over 65 has bad eyesight. Get real. Who came up with that?)

NoNameProvided

Level 2

In the download version, if you are over 65+ it defaults to 1040-SR even if you itemize.

You can change this setting by going to:

Forms

Scroll down to: Info Wks

In Part II of the Federal Info Worksheet there is this option: Print Form 1040 SR instead of Form 1040

Change from YES (default) to NO

This option may not be available in the online version.

Consultant2

Level 2

Thank you. I changed the default. This should not exist in the first place.

macuser_22

Alumni - Champ

@Consultant2 wrote:

Thank you. I changed the default. This should not exist in the first place.

Congress mandated it.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

8633681076

Level 2

1040

xmasbaby0

Level 15

@8633681076

Do you have a question? "1040" is not a question. We do not know what you are trying to ask us. Please post a complete and clear question.

**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.**

kkmcguckin

Level 2

How do I select to file on form 1040-SR

DoninGA

Level 15

@kkmcguckin wrote:

How do I select to file on form 1040-SR

The same way you file a Form 1040. In the File section of the program when you select to e-file you will come to a screen that has a large button labeled "Transmit my returns now".