1040S form eligibility for 2021

[bjgood412]

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?

[LeonardS]

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

[bjgood412]

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

[bjgood412]

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]

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.

[bjgood412]

I checked mine and my spouses birthdates in the Personal Info section. They looked correct but I re-entered anyway. One birthday is in 1952 and the other in 1954. Turbo Tax still using form 1040 for our joint return, not 1040SR.

[DMarkM1]

The form 1040 and 1040SR use the same schedules and instructions.  Your tax returns are not affected by using one over the other.  Here is an IRS link for reference. 

[bjgood412]

OK. Thanks. Appreciate your attention to this item.