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Fillable Form 1040-SR

Form 1040-SR is a variation of the standard Form 1040 used by most taxpayers. If you were at least age 65 by the end of 2020, you can use either form. Form 1040-SR uses larger type and gives greater prominence to tax benefits for seniors, particularly the additional standard deduction.

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What is Form 1040-SR?

Form 1040-SR, US Tax Return for Seniors, is an IRS Form filed by taxpayers who are 65 years old or older. It is the same as Form 1040, U.S. Individual Tax Return, but the difference is that it is larger and has more senior-specific tax benefits.

You may download a PDF copy of the 1040 SR form on the IRS website. But you may electronically fill it out on PDFRun for your convenience.

How to fill out Form 1040-SR?

Provide all the necessary information in the IRS form 1040 SR. Make sure that the information you enter is true, accurate, and correct.

Filing Status

Check the appropriate box to determine your filing status. You may select:

  • Single
  • Head of Household (HOH)
  • Married filing jointly
  • Qualifying worker (QW)
  • Married filing separately (MFS)

Enter the name of your spouse if you checked MFS. Enter the child’s name if you checked HOH or QW and if the qualifying person is a child but not your dependent.

Your first name and middle initial

Enter your first name and middle initial.

Last name

Enter your last name.

Your social security number

Enter your social security number.

If joint return, spouse’s first name and middle initial

Enter your spouse’s first name and middle initial if you are filing a joint return.

Last name

Enter your spouse’s last name.

Spouse’s social security number

Enter your spouse’s social security number.

Home address (number and street). If you have a PO box, see instructions.

Enter your complete home address, including the number and street. If you have a PO Box, check the 1040-SR instructions.

Apt. no.

Enter your apartment number.

City, town, or post office. If you have a foreign address, also complete spaces below.

Enter your city, town, or post office. Enter also your foreign address here, if any.

State

Select from the dropdown list your state.

ZIP code

Enter your state.

Foreign country name

Enter your foreign country name.

Foreign province/state/county

Enter your foreign province, state, or county.

Foreign postal code

Enter your foreign postal code.

Presidential Election Campaign

Check the appropriate box to determine if you or your spouse want $3 to go to the presidential election campaign fund. Note that checking any of the boxes below will not change your tax or refund. You may select:

  • You
  • Spouse

Mark “Yes” to determine if at any time during 2021, you received, sold, exchanged, or otherwise disposed of any financial interest in any virtual currency. Otherwise, mark “No.”

Standard Deduction

Mark the appropriate box to determine if someone can claim any standard deductions. You may select:

  • You as a dependent
  • Your spouse as a dependent
  • SPouse itemizes on a separate return or you were a dual-status alien

Age/Blindness

Mark the appropriate box to determine your and your spouse’s age and blindness. You may select:

  • Were born before January 2, 1957
  • Are blind / is blind (for your Spouse)

Otherwise, leave them blank.

Dependents

This section has four columns, namely:

  • (1) First name and last name
  • (2) Social security number
  • (3) Relationship to you
  • (4) Check if qualifies for child tax credit and credit for other dependents.

Enter the necessary information of your dependents, if any. In the fourth column, check the appropriate box to determine if your dependents qualify for child tax credit and credit for other dependents. Otherwise, leave them blank.

However, check the box on the left side if you have more than four dependents.

Item 1

Enter your wages, salaries, tip, or other income. You must also attach Form W-2, Wage, and Tax Statement.

Item 2a

Enter your tax-exempt interest.

Item 2b

Enter your taxable interest.

Item 3a

Enter your qualified dividends.

Item 3b

Enter your ordinary dividends.

Item 4a

Enter your IRA distributions.

Item 4b

Enter your taxable amount.

Item 5a

Enter your pensions and annuities.

Item 5b

Enter your taxable amount.

Item 6a

Enter your social security benefits.

Item 6b

Enter your taxable amount.

Item 7

Enter your capital gain or loss. You need to attach Schedule D if required. Otherwise, check the box.

Item 8

Enter other income from Schedule 1, line 10.

Item 9

Enter the total income by adding items 1, 2b, 3b, 4b, 5b, 6b, 7, and 8.

Item 10

Enter the adjustments to income from Schedule 1, line 26.

Item 11

Enter the adjusted gross income by subtracting Item 10 from Item 9.

Item 12a

Enter the standard deduction or itemized deductions.

Item 12b

Enter the charitable contributions if you take the standard deduction.

Item 12c

Add Items 12a and 12b and enter the amount.

Item 13

Enter the qualified business income deduction from Form 8995 or Form 8995-A.

Item 14

Add Items 12c and 13 and enter the amount.

Item 15

Enter your taxable income by subtracting Item 14 from Item 11. If the result is zero or less, enter -0-.

Item 16

Enter the tax. Check the appropriate box to determine the form. You may select:

  • (1) Form 8814
  • (2) Form 4972
  • (3)

Enter the type of form in Option 3 if it is different from the first two options.

Item 17

Enter the amount from Schedule 2, line 3.

Item 18

Add Items 16 and 17 and enter the result here.

Item 19

Enter the nonrefundable child credit or credit for other dependents from Schedule 8812.

Item 20

Enter the amount from Schedule 3, line 8.

Item 21

Add Items 19 and 20 and enter the amount here.

Item 22

Subtract Item 21 from Item 18. If the result is zero, enter -0-.

Item 23

Enter other taxes, including self-employment tax, from Schedule 2, line 21.

Item 24

Enter your total tax by adding Items 22 and 23.

Item 25

Enter the federal income tax withheld from the following forms starting from 25a to 25d.

Item 25a

Enter the federal income tax withheld from Form W-2.

Item 25b

Enter the federal income tax withheld from Form 1099.

Item 25c

Enter the federal income tax withheld from other forms.

Item 25d

Add Items 25a to 25c and enter the amount here.

Item 26

Enter the 2021 estimated tax payments and the amount applied from the 2020 return.

Item 27a

Enter the earned income credit (EIC).

Check the box if you were born after January 1, 1998, and before January 2, 2004, and you satisfy all the other requirements for taxpayers who are at least age 18 to claim the EIC. Otherwise, leave it blank.

Item 27b

Enter the nontaxable combat pay election.

Item 27c

Enter the prior year's (2019) earned income.

Item 28

Enter the Refundable child tax credit or additional tax credit from Schedule 8812.

Item 29

Enter the American opportunity credit from Form 8863, line 8.

Item 30

Enter the recovery rebate credit.

Item 31

Enter the amount from Schedule 3, line 15.

Item 32

Enter your total other payments and refundable credits by adding Items 27a, 28 through 31.

Item 33

Enter your total payments by adding Items 25d, 26, and 32.

Item 34

Subtract Item 24 from Item 33 if Item 33 is more than Item 24. This is the amount you overpaid.

Item 35a

Enter the amount of Item 34 you want to be refunded to you. Check the box on this item if your Form 8888, Allocation of Refund (Including Savings Bond Purchases), is attached.

Item 35b

Enter the routing number.

Item 35c

Mark the appropriate box to determine the type of deposit. You may select:

  • Checking
  • Savings

Item 35d

Enter the account number.

Item 36

Enter the amount of Item 34 you want to be applied to your 2022 estimated tax.

Item 37

Enter the amount you owe by subtracting Item 33 from Item 24.

Item 38

Enter the estimated tax penalty.

Certification

This portion states that under you are declaring that you are authorized to sign this application on behalf of the organization, and you examined that the information you entered in this application is true, correct, and complete. Otherwise, you will be penalized for perjury.

Your Signature

Affix your signature.

Date

Enter the date you signed the form.

Your occupation

Enter your occupation.

Enter the Identity Protection PIN if the IRS sent you one.

Spouse’s signature. If a joint return, both must sign

Have your spouse affix his signature. If you are filing a joint return, both of you must sign this form.

Date

Enter the date your spouse signed the form.

Spouse’s occupation

Enter your spouse’s occupation.

Enter the Identity Protection PIN if the IRS sent you one.

How to file Form 1040-SR?

The IRS tax form 1040 SR must be filed by April 18, 2022. The IRS made the due date to April 18 instead of April 15 because of the Emancipation Day holiday in the District of Columbia, even if you don’t reside in Columbia. However, if you live in Massachusetts or Maine, file your 1040-sr form on or before April 19, 2022, because of the Patriots’ Day holiday.

However, if you are serving or supporting the US Armed Forces in a designated combat zone or contingency operation, you are allowed to submit it at a later date.

If you are filing an electronic return, you don’t need to file your Form 1040 SR. But if you are mailing it, you may do so using a private delivery service designated by the IRS at your nearest IRS center.

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