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

Recent Developments

Using a Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) When Filing Your Tax Return -- 25 JUNE-2021

Unemployment Exclusion Update for married taxpayers living in a community property state -- 24-MAY-2021

Form 1040, 1040-SR, or 1040-NR, line 3a, Qualified dividends -- 06-APR-2021

Filing Extension and Other Relief for Form 1040 Filers  PDF-- 29-MAR-2021

IRS Statement - American Rescue Plan Act of 2021

New Exclusion of up to $10,200 of Unemployment Compensation -- 24-MAR-2021

Reporting Excess Deductions on Termination of an Estate or Trust on Forms 1040, 1040-SR, and 1040-NR for Tax Year 2018 and Tax Year 2019 --10-JUL-2020

Limitation on business losses for certain taxpayers repealed for 2018, 2019, and 2020 --19-MAY-2020

Taxpayer Relief for Certain Tax-Related Deadlines Due To Coronavirus Pandemic -- 14-APR-2020

Reporting Related to IRC Section 965 on 2017 Returns -- 08-MAR-2018


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