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New Member
posted Feb 26, 2021 12:58:15 PM

Why did Turbotax selected 1040-SR for my tax return?

I am filing jointly. My wife is 67. I am 64 and still working. Why would TurboTax select 1030-SR?

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2 Replies
Level 15
Feb 26, 2021 1:02:05 PM

If one of you is 65 or older the software uses the Form 1040SR.   The 1040SR and Form 1040 are identical---the 1040SR just has bigger print.  The lines are numbered the same and the calculations are done exactly the same way.  It is nothing to worry about.

Level 15
Feb 26, 2021 1:08:39 PM