How do I file with 1040-SR

[VolvoGirl]

If you are 65 or older Turbo Tax will automatically give you the 1040SR form.   It is exactly the same as the regular 1040 just bigger type so it goes on 3 pages not 2.   

[flmi]

Why is there s problem creating federal tax form 1040-SR.   In previous years it automatically created this version of the federal tax return based up my age.

[xmasbaby0]

Why do you think there is a problem?   If the date of birth you entered in My Info shows that by the end of 2021 you were 65 or older then the software uses a 1040SR.    The 1040SR is exactly the same as the "regular" 1040 but the print is bigger.  All of the calculations are done the same way.   Your refund or tax due are not affected in any way whether you use Form 1040 or Form 1040SR.

[Wisbarr84]

How can I fill my dad 1040-Sr tax 

[JillS56]

You simply enter the information as you would for any other return.   There is really nothing different between the forms other than print size.  

The main reason to use Form 1040-SR is if you're filling out your tax return by hand rather than online. Form 1040-SR has larger type and larger boxes to write numbers in, making it slightly easier for seniors to read and fill out.

Form 1040-SR is available as an optional alternative to using Form 1040 for taxpayers who are age 65 or older. Form 1040-SR uses the same schedules and instructions as Form 1040 does.

Congress required the IRS to develop a tax form for seniors in the Bipartisan Budget Act of 2018. The idea was to make it easier for seniors with simple tax situations to file their tax returns.

As a result, the IRS created a version of Form 1040 that uses larger print and includes a standard deduction table directly on the for so that seniors can quickly look up their standard deduction amounts. Form 1040-SR uses the same line items and instructions as the standard Form 1040.

Form 1040 vs. Form 1040SR

[VolvoGirl]

@Wisbarr84   Are you using the Online version?   Did you already do your return?  Just fill out his return as usual.  Turbo Tax will automatically give him the 1040SR if he is over 65.

Online is only good for one return per account. But you can use the same email address for 5 accounts.

How to start a new online return
https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-start-another-return-in-turbotax-onli...

[rh2294]

I've just finished our taxes and we're both over 65. And I can't itemize. Yet it's doing it on the straight 1040 and prepared all the other documents to include the 1040A. Last year it allowed me to file a 1040SR. So I'm not sure why it's not doing it this year.

[rh2294]

It didn't for me. And we're both over 65. It allowed me to file 1040 SR last year, but it's not doing it this year. And I don't want to enter all the data all over again.

[xmasbaby0]

@rh2294 Why are you actually worried about whether your form is 1040 or 1040SR?   Nothing about the calculations is different.  The ONLY difference between those forms is the size of the print.  Your refund or tax due are not affected in any way.

[PMS]

Last year (for 2020 taxes) TT put me on 1040-SR, but not this year. Based on the data I entered, I did not get younger.

[VolvoGirl]

It really doesn't matter.  And if you efile only the data gets sent, not the form it's on.  Is it when you preview it on the screen? 

When you print it will print on the 1040SR even if you see only the 1040 on the screen.  You automatically get the 1040SR if you or your spouse is 65 or older.  In the Desktop program you can tell it which one to print.  

[PMS]

I behaves as you described.

[xmasbaby0]

I am old too  ---   so I am just going to say this  ----   why do so many people get so cranky and fussy about whether they have 1040 or 1040SR?   They are the SAME.   Your refund or tax due is not affected by which one you use.    Bigger print does not mean a bigger refund.

[ndconditt]

show me mt 2020 1040

[xmasbaby0]

@ndconditt

  You have to access your own account and/or  print it for yourself using exactly the same account and user ID that you used when you prepared the return.

https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/01/270...

Many people have multiple TT accounts and forget how to access them.  Log out of the account you are in now.

Account recovery

https://myturbotax.intuit.com/account-recovery/

https://ttlc.intuit.com/questions/1901535-forgot-your-turbotax-online-user-id-or-password

Or did you use the desktop version of TurboTax?  If so, the files are on your own hard drive or any backup device you used like a flash drive.

https://ttlc.intuit.com/questions/1901486-how-many-turbotax-accounts-do-i-have

https://ttlc.intuit.com/questions/1901535

https://ttlc.intuit.com/questions/1901659-find-your-tax-data-file-in-mac

https://ttlc.intuit.com/questions/1900721-find-your-tax-data-file-tax-file-in-windows

To get a copy of your previously filed returns prepared with online TurboTax https://ttlc.intuit.com/questions/1900748-how-do-i-get-a-copy-of-a-return-i-filed-in-turbotax-online

https://ttlc.intuit.com/questions/1900748-how-do-i-get-a-copy-of-a-return-i-filed-this-year-in-turbo...