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Level 2
January 26, 2022
Question

1040S form eligibility for 2021

My wife and I were age eligible and used form 1040s in 2020 to file our joint tax return. For 2021, I imported tax info from 2020 but turbo is using form 1040 for us. I cannot get turbo tax to change our form to 1040s for 2021. What do I need to do to accomplish this?

    7 replies

    LeonardS
    Alumni - Intuit
    January 26, 2022

    Can you please clarify if you are wanting to use Form 1040SR?

     

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    bjgood412Author
    Level 2
    January 26, 2022

    Oops... sorry. Yes I meant form 1040SR

    bjgood412Author
    Level 2
    January 26, 2022

    OK. Thanks. Continuing through the review section, turbo flagged the special tax reduction and allowed me to change the amount back to $600. Then turbo successfully completed the review section. 

     

    LeonardS
    Alumni - Intuit
    January 26, 2022

    TurboTax uses your date of birth to automatically determine when Form 1040SR is generated.

     

    To verify your dates of birth follow these steps:

    1. Sign in to your TurboTax account if your account is not open.
    2. Select My Info in the left panel.
    3. On the page Personal info summary verify your birthdates.
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