About Form 1040-SR, U.S. Tax Return for Seniors

 

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.


Current Revision

Below is a general guide to what Schedule(s) you will need to file. (See the instructions for Form 1040-SR for more information on the numbered schedules.) For Schedule A and the other lettered schedules, see Schedules for Form 1040 and 1040-SR.

IF YOU... THEN USE
Have additional income, such as unemployment compensation, prize or award money, gambling winnings. Have any deductions to claim, such as student loan interest deduction, self-employment tax, educator expenses. Schedule 1 (PDF)
Owe other taxes, such as self-employment tax, household employment taxes, additional tax on IRAs or other qualified retirement plans and tax-favored accounts, AMT, or need to make an excess advance premium tax credit repayment. Schedule 2 (PDF)
Can claim any credit that you didn't claim on Form 1040 or 1040-SR, such as the foreign tax credit, education credits, general business credit. Have other payments, such as an amount paid with a request for an extension to file or excess social security tax withheld. Schedule 3 (PDF)

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