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kgorelick
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Is there a 1040SR in TurboTax?

Special 1040 form for seniors?
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2 Replies

Is there a 1040SR in TurboTax?

If you are 65 or older, your tax return will print out on a Form 1040SR.  If you just "preview" it, it will be on a regular 1040.  Those forms are IDENTICAL except that the 1040SR has larger print.   All of the calculations and all of the lines are exactly the same.  

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

Is there a 1040SR in TurboTax?

All Turbo Tax versions have 1040-SR.  You automatically get the 1040SR if you or your spouse is 65 or older.  

 

The 1040SR is EXACTLY the same as the regular 1040 just bigger type so it prints on 3 pages instead of 2.  And the Standard Deduction is on page 4.  They both use the same instructions and tax calculations.

 

Form 1040:

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

 

Form 1040SR

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

 

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.  

 

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 a blank 1040 and then mail your return.

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