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