1040-SR?

[VolvoGirl]

If you are 65 or older you automatically get the 1040SR.  It is the same as the regular 1040 just larger type so it is on 3 pages instead of 2.  When you efile the form doesn’t get sent just the data.  It only shows up if you download or print your return.  

[NoNameProvided]

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. 

[Harolyn5998]

My problem is my 1040 printed out on a 1040-SR and used my itemized deductions, rather than the standard deduction, which is smaller.  However, what I find is that if you use 1040-SR, you must use the standard deduction.  So why did TurboTax put me on a 1040-SR when I have itemized deductions?

[MayaD]

Form 1040-SR, features larger print and a standard deduction chart with a goal of making it easier for older Americans to read and use.

Eligible taxpayers can use Form 1040-SR whether they plan to itemize or take the standard deduction. Taxpayers who itemize deductions can file Form 1040-SR with a Schedule A, Itemized Deductions, when filing their return. 

For more information please check New Form 1040-SR

[macuser_22]

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@Harolyn5998 wrote:

My problem is my 1040 printed out on a 1040-SR and used my itemized deductions, rather than the standard deduction, which is smaller.  However, what I find is that if you use 1040-SR, you must use the standard deduction.  So why did TurboTax put me on a 1040-SR when I have itemized deductions?

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The 1040SR has nothing to do with deductions whatsoever.  

The 1040 and 1040SR are exactally the same, but the IRS printed *paper* 1040SR is in larger type for those over 65 with poor eyesight.      On a computer there are the same form.

You can use either deduction with either form.

[VolvoGirl]

@Harolyn5998   See 1040 SR line 12 top of page 2.

[Chonglin]

I forgot to put in Social Security Income on 1040-SR form on online return on Turbo Tax return. Do I need to amend to put n SSI amount?

[VolvoGirl]

Yes if you have a SSA-1099 you need to add it to your return.  Some of it may be taxable.

https://ttlc.intuit.com/community/amending/help/how-do-i-amend-my-return/00/27439 

[Consultant2]

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?)

[Consultant2]

Then YOU take it.  And give me the regular one.  My eyesight is fine.

[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.

[Consultant2]

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

[macuser_22]

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@Consultant2 wrote:

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

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Congress mandated it.

[tootscwms1]

Where do I request the 1040-SR form?  I am 82 years old

[xmasbaby0]

@tootscwms1 You do not have to request the 1040SR.  When you enter your date of birth in My Info the software will automatically use that form because you are over 65.