How do I file with 1040-SR

[DoninGA]

Either e-file the federal tax return or print and mail the federal tax return.

Click on File, complete Step 1 and Step 2.  On Step 3 choose how to file the tax return.

[LeonardS]

TurboTax will automatically prepare Form 1040-SR for taxpayers 65 or older and has the same information as Form 1040.  Form 1040-SR prints with a larger size type for easier reading.

[Edited 02/18/2020 | 9:52 AM PST]

[VolvoGirl]

Yes Turbo Tax automatically gives you the 1040SR if you are 65 and older.  No difference except the SR for Seniors is bigger font.

[R349]

How to file 1040-SR …..please provide me steps to complete my husband and my 1040-SR?

[R349]

All our documents for 2020 Taxes have not yet been received.   Is there anything I need to do at this time?

[R349]

I would like to read through the instructions for the form 1040-SR, where can I locate that form?

TY, Barb

[DawnC]

You can start the return and enter what you have.  Do not go through the FILE section until you have received and entered ALL of your tax information.  TurboTax will save your work as you go, so you can leave and come back and file later.   TurboTax will NOT submit your returns until you go all the way through the filing steps.  

Here is the form and instructions for 1040-SR if you would like to look them over before you start.  TurboTax will walk you through entering all of the needed information.  

But you can also wait to start until you have all of you documents.   @R349

[VolvoGirl]

@R349  The 1040SR is new starting 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.

Compare them

1040SR  https://www.irs.gov/pub/irs-pdf/f1040s.pdf

1040   https://www.irs.gov/pub/irs-pdf/f1040.pdf

1040/1040SR Instructions  https://www.irs.gov/pub/irs-pdf/i1040gi.pdf

[heller54]

How do i file with 1040-sr

[DoninGA]

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@heller54 wrote:

How do i file with 1040-sr

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An IRS Form 1040-SR and Form 1040 are exactly the same form so there is no difference when filing.

[James Carroll]

how do I file with 2040-SR

[James Carroll]

Thanks. 

[ErnieS0]

You can only select Form 1040-SR if you are using the CD\Desktop version.

Form 1040 and Form 1040-SR are virtually identical in function. Form 1040-SR was created for people doing their taxes by hand. It has larger type and larger boxes to write numbers in, making it slightly easier for seniors to read and fill out.

The only advantage to using Form 1040-SR is if your doing the form manually. From the IRS end, it will not matter which form they receive and process.

To use Form 1040-SR in the CD\Desktop version:

• Click Forms in the upper right
• Find Info Wks in the left column and double-click
• You will see Federal Information Worksheet
• At the bottom of Part II — Address and Federal Filing Status check the box Print Form 1040-SR instead of Form 1040

Related Resource:

• Everything to Know About the 1040-SR Form for Filing Seniors

[MNM4]

Want to file taxes using form 1040-sr