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Form 1040-SR is a special version of the IRS Form 1040 meant for the individual income tax return. It was issued by the IRS in 2020 for senior citizens. The SR-version is designed to make a tax return for seniors easier, with its readability improved.
There are two basic ways of how to get Form 1040-SR.
Download it from the official IRS site
The first way has the only advantage: you can be sure you download the latest version. But it provides little in addition. What you have to do is download the PDF document, open it on your local desktop or laptop with whichever software you use for that, and fill it yourself. Of course, there is an official instruction for both forms 1040 and 1040-SR, but it’s too overloaded to be comprehensive unless you’re a tax pro or a lawyer.
As for the PDFLiner version, it’s way easier. You don’t have to download it at all, and it takes just seconds to open the fillable PDF. The online editor offers all the tools you need to fill and sign it. While filling it, sometimes, you have to switch between the pages to copy the data correctly, and it’s easier with the navigation panel where all the pages are just a click away. And it takes a single click to file it to the IRS when you are done.
Here are some questions regarding Form 1040-SR and answers you might be interested in.
What is form 1040-SR used for?
Its purpose is the same as that of the general Form 1040 – that is, for individual income tax returns.
What is the difference between Form 1040 and Form 1040-SR?
As it’s used for senior citizens, the last option features larger print and blanks. In terms of content, there is no difference between 1040 and 1040-SR at all.
Who can use IRS Form 1040-SR?
It is designed for seniors aged 65 and older. Nevertheless, if you are younger but your spouse is older (or vice versa), you both can use this form for filing a joint return.
Do pensions count as earned income?
No, pensions are among the exemptions, as well as social security benefits, unemployment compensation, and other payments you are entitled to receive without work.
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