Why defaults to1040-SR when DOB August 1955?

Turbo Tax has prepared our taxes on 1040-SR rather than the regular form 1040.

IRS Instructions say this is option for those who were born prior to 1 January 1955 -- But that is not us!

My spouse turned 65 in August, and I am some years away.

Why did Turbo Tax do this??

Level 15

The Form 1040 and the Form 1040SR are exactly the same form. The only difference is the 1040SR has a larger typeface.

Since your spouse is age 65 or older the Form 1040SR is used.

Level 2

They may be the same, but IRS clearly states in their instructions that as per The Bipartisan Budget Act of 2018:

“Taxpayers born before January 2, 1955, have the option to file Form 1040-SR whether they are working, not working ... “

Did Intuit elect to ignore those instructions?

My spouse was born after that date (Aug 1955) and yet Turbo Tax use the Senior Version anyway.

Level 2

I should have added a “Thanks”. Reading my own post I probably sounded combative — not my intent.

Your fast reply was most appreciated.

3 replies