1040-SR?

[ldamario]

All the time I was doing my 2020 tax return with TurboTax, I thought I was using Form 1040. That's what I would look at when switching from EasyStep to Forms. But when I printed a digital copy of my tax return after filing it electronically, I saw that what was submitted was Form 1040-SR. But the strange thing is that when I look at the list of available forms in Form mode, there is a Form 1040 and a Form1040/1040-SR Worksheet, but no Form 1040-SR. Where is Form 1040-SR?

[DoninGA]

A Form 1040-SR is exactly the same as a Form 1040 only will a larger typeface.  It is for those who are age 65 or older.

[ldamario]

Yes, but still there is the issue of why 1040-SR doesn't show up in the list of forms.

[DoninGA]

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@ldamario wrote:

Yes, but still there is the issue of why 1040-SR doesn't show up in the list of forms.

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If you print the Form 1040 and you are age 65 or older it will print as a Form 1040-SR.  

Why it is not listed is a question for the programmers.  Assume there was no need to show the same form twice

[macuser_22 · Accepted solution]

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@ldamario wrote:

Yes, but still there is the issue of why 1040-SR doesn't show up in the list of forms.

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In software the 1040 & 1040SR are the same form.     It is only different on the IRS paper form with larger type in the 1040SR.    On a computer there is  no difference.

[ldamario]

Good point. 

[ldamario]

Makes sense. 

[keywhee]

If I am over 65 but do not want a 1040-SR printed, how can I avoid it? I would like only a regular 1040 printed.

[DoninGA]

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@keywhee wrote:

If I am over 65 but do not want a 1040-SR printed, how can I avoid it? I would like only a regular 1040 printed.

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Why?  They are Exactly the same form with the exact same line numbers, calculations, adjustments, deductions, credits, etc.  The only difference is the the Form 1040SR has a large type then the Form 1040.

[ldamario]

I believe you have no choice, and 1040 and 1040SR are the same form.

[Josie7]

I am finding they are not the same----4c and 4d are now missing on 2020  - only 5a for Pensions/annuities - so this total screws up total adjustments to income---which now for me is more than 3 times less than should be---

and w/this I would be getting a huge refund---go figure----I cannot be only one having this problem - HELP

[macuser_22]

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@Josie7 wrote:

I am finding they are not the same----4c and 4d are now missing on 2020  - only 5a for Pensions/annuities - so this total screws up total adjustments to income---which now for me is more than 3 times less than should be---

and w/this I would be getting a huge refund---go figure----I cannot be only one having this problem - HELP

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The only way that it would be on line 5 and not line 4 is if you failed to check the IRA/SEP/SIMPLE box in TurboTax.

[Josie7]

Line 4a- is IRA Distributions - nothing there - 4b - shows Taxable amt.

Line 5a - Pensions and annuities - shows amt - 5b - only  shows taxable amt.

Problem w/ 4c/4d missing - so did go over to line up income amt.

[macuser_22]

Did you see my post above yours?

It is on line 5 because you did not check the IRA/SEP/SIMPLE box.

Is the IRA/SEP/SIMPLE box checked on the 1099-R you received?

[Josie7]

Where is it hiding?  Page?