IRS Form 1040-SR "U.S. Tax Return for Seniors"

What Is Form 1040-SR?

IRS Form 1040-SR, U.S. Tax Return for Seniors, is a document for those taxpayers who are 65 years old or older. The purpose of the document is to make the process of filing a federal income tax return easier for seniors - the document features larger print, but contains the standard deduction charts (those used in IRS Form 1040, U.S. Individual Income Tax Return).

Alternate Name:

  • Senior Tax Return Form.

The document is released by the Internal Revenue Service (IRS) and was last updated in 2019. A fillable 1040-SR is available for download through the link below.

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Form 1040-SR Instructions

  1. The first part contains identifying information on the applicant, including:
    • Applicant's filing status. This section offers the applicant to choose their filing status out of the provided options (single, married filing jointly, married filing separately, head of household, or qualified widow or widower);
    • Applicant's name. Here, the applicant must designate their first name, middle initial, and last name;
    • Spouse's name. The applicant's spouse's first name, middle initial, and last name (only if filing jointly);
    • Applicant's Social Security Number. Applicants use this field to state their Social Security Number;
    • Spouse's Social Security Number. Applicants must fill in the gap with their spouse's Social Security Number;
    • Applicant's home address. This part includes building number, street name, apartment number and PO box (if the applicant has one);
    • Information concerning the applicant's and their spouse's age and blindness. It will influence the amount of deduction further in the application;
    • Standard deduction information. The applicant must designate if someone can claim them as a dependent, their spouse as a dependent, or if their spouse itemizes on a separate return or the applicant was a dual-status alien;
    • Information about the applicant's dependents. This is the part of the application where the applicant must list their dependents, their social security numbers, relationships with them, etc.
  2. After entering identifying information, the applicant is supposed to fill in the gaps connected with their financial information. This part of the application contains statements, such as IRA distributions, pensions and annuities, social security benefits, tax-exempt interest, qualified dividends, and many more. The official 1040-SR Form instructions provide explanations on how to fill in each line. For example, in Line 6 (Capital Gain or Loss), the applicant is supposed to designate if they sold a capital asset.
  3. Then taxpayers are supposed to fill out a few more charts. These charts are systematized in a certain way and are supposed to sum up all the financial information reported in the document:
    • Standard Deduction Chart
    • Refund. This section contains a formula which the applicant is supposed to follow to count the amount they wanted to be refunded to them;
    • Amount you owe. To count the amount the applicant owes they should subtract their total tax from their total income. These numbers can be found earlier in the application.
  4. The rest of the form includes sections like third party designee (if the applicant wants to allow another person to discuss their return with the IRS), a place for the applicant's signature, and a section for a paid preparer use only.

1040-SR Related Forms:

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Download IRS Form 1040-SR "U.S. Tax Return for Seniors"

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1040-SR
2019
(99)
Department of the Treasury—Internal Revenue Service
U.S. Tax Return for Seniors
OMB No. 1545-0074
IRS Use Only—Do not write or staple in this space.
Single
Married filing jointly
Married filing separately (MFS)
Filing
Head of household (HOH)
Qualifying widow(er) (QW)
Status
If you checked the MFS box, enter the name of spouse. If you checked the HOH or QW box, enter the child’s
Check only one
name if the qualifying person is a child but not your dependent.
box.
Your first name and middle initial
Last name
Your social security number
If joint return, spouse’s first name and middle initial
Last name
Spouse’s social security number
Home address (number and street). If you have a P.O. box, see instructions.
Apt. no.
Presidential Election Campaign
Check here if you, or your spouse if filing
jointly, want $3 to go to this fund.
City, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below (see instructions).
Checking a box below will not change your
tax or refund.
You
Spouse
Foreign country name
Foreign province/state/county
Foreign postal code
If more than four dependents,
see inst. and ✓ here
Standard
Someone can claim:
You as a dependent
Your spouse as a dependent
Spouse itemizes on a separate return or you were a dual-status alien
Deduction
You:
Were born before January 2, 1955
Are blind
Age/Blindness
Spouse:
Was born before January 2, 1955
Is blind
Dependents (see instructions):
(2) Social security number
(3) Relationship to you
(4) ✓ if qualifies for (see inst.):
Child tax credit
Credit for other dependents
(1) First name
Last name
1
Wages, salaries, tips, etc. Attach Form(s) W-2 . . . . . . . . . . . . .
1
Attach
2a Tax-exempt interest
. .
2a
b Taxable interest . . .
2b
Schedule B
3a Qualified dividends . . .
3a
b Ordinary dividends . .
3b
if required.
4a IRA distributions . . . .
4a
b Taxable amount . . .
4b
c Pensions and annuities .
4c
d Taxable amount . . .
4d
5a Social security benefits . .
5a
b Taxable amount . . .
5b
6
6
Capital gain or (loss). Attach Schedule D if required. If not required, check here
.
7 a Other income from Schedule 1, line 9 . . . . . . . . . . . . . . . .
7a
b Add lines 1, 2b, 3b, 4b, 4d, 5b, 6, and 7a. This is your total income . . . .
7b
8 a Adjustments to income from Schedule 1, line 22 . . . . . . . . . . . .
8a
b Subtract line 8a from line 7b. This is your adjusted gross income
8b
. . . .
Standard
Deduction
9
Standard deduction or itemized deductions (from Schedule A)
9
See Standard
10
Qualified business income deduction. Attach Form 8995 or Form 8995-A
10
Deduction Chart
below.
11a Add lines 9 and 10 . . . . . . . . . . . . . . . . . . . . . . .
11a
b Taxable income. Subtract line 11a from line 8b. If zero or less, enter -0- . . .
11b
Standard
Add the number of boxes checked in the “Age/Blindness” section of Standard Deduction . . .
Deduction
IF your filing
AND the number of
THEN your standard
IF your filing
AND the number of
THEN your standard
status is. . .
boxes checked is. . .
deduction is. . .
status is. . .
boxes checked is. . .
deduction is. . .
Chart*
1
13,850
1
20,000
Head of
Single
household
2
15,500
2
21,650
1
25,700
1
13,500
Married
filing jointly
2
27,000
Married filing
2
14,800
or
separately
3
28,300
3
16,100
Qualifying
widow(er)
4
29,600
4
17,400
* Don’t use this chart if someone can claim you (or your spouse if filing jointly) as a dependent, your
spouse itemizes on a separate return, or you were a dual-status alien. Instead, see instructions.
1040-SR
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions.
Form
(2019)
Cat. No. 71930F
1040-SR
2019
(99)
Department of the Treasury—Internal Revenue Service
U.S. Tax Return for Seniors
OMB No. 1545-0074
IRS Use Only—Do not write or staple in this space.
Single
Married filing jointly
Married filing separately (MFS)
Filing
Head of household (HOH)
Qualifying widow(er) (QW)
Status
If you checked the MFS box, enter the name of spouse. If you checked the HOH or QW box, enter the child’s
Check only one
name if the qualifying person is a child but not your dependent.
box.
Your first name and middle initial
Last name
Your social security number
If joint return, spouse’s first name and middle initial
Last name
Spouse’s social security number
Home address (number and street). If you have a P.O. box, see instructions.
Apt. no.
Presidential Election Campaign
Check here if you, or your spouse if filing
jointly, want $3 to go to this fund.
City, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below (see instructions).
Checking a box below will not change your
tax or refund.
You
Spouse
Foreign country name
Foreign province/state/county
Foreign postal code
If more than four dependents,
see inst. and ✓ here
Standard
Someone can claim:
You as a dependent
Your spouse as a dependent
Spouse itemizes on a separate return or you were a dual-status alien
Deduction
You:
Were born before January 2, 1955
Are blind
Age/Blindness
Spouse:
Was born before January 2, 1955
Is blind
Dependents (see instructions):
(2) Social security number
(3) Relationship to you
(4) ✓ if qualifies for (see inst.):
Child tax credit
Credit for other dependents
(1) First name
Last name
1
Wages, salaries, tips, etc. Attach Form(s) W-2 . . . . . . . . . . . . .
1
Attach
2a Tax-exempt interest
. .
2a
b Taxable interest . . .
2b
Schedule B
3a Qualified dividends . . .
3a
b Ordinary dividends . .
3b
if required.
4a IRA distributions . . . .
4a
b Taxable amount . . .
4b
c Pensions and annuities .
4c
d Taxable amount . . .
4d
5a Social security benefits . .
5a
b Taxable amount . . .
5b
6
6
Capital gain or (loss). Attach Schedule D if required. If not required, check here
.
7 a Other income from Schedule 1, line 9 . . . . . . . . . . . . . . . .
7a
b Add lines 1, 2b, 3b, 4b, 4d, 5b, 6, and 7a. This is your total income . . . .
7b
8 a Adjustments to income from Schedule 1, line 22 . . . . . . . . . . . .
8a
b Subtract line 8a from line 7b. This is your adjusted gross income
8b
. . . .
Standard
Deduction
9
Standard deduction or itemized deductions (from Schedule A)
9
See Standard
10
Qualified business income deduction. Attach Form 8995 or Form 8995-A
10
Deduction Chart
below.
11a Add lines 9 and 10 . . . . . . . . . . . . . . . . . . . . . . .
11a
b Taxable income. Subtract line 11a from line 8b. If zero or less, enter -0- . . .
11b
Standard
Add the number of boxes checked in the “Age/Blindness” section of Standard Deduction . . .
Deduction
IF your filing
AND the number of
THEN your standard
IF your filing
AND the number of
THEN your standard
status is. . .
boxes checked is. . .
deduction is. . .
status is. . .
boxes checked is. . .
deduction is. . .
Chart*
1
13,850
1
20,000
Head of
Single
household
2
15,500
2
21,650
1
25,700
1
13,500
Married
filing jointly
2
27,000
Married filing
2
14,800
or
separately
3
28,300
3
16,100
Qualifying
widow(er)
4
29,600
4
17,400
* Don’t use this chart if someone can claim you (or your spouse if filing jointly) as a dependent, your
spouse itemizes on a separate return, or you were a dual-status alien. Instead, see instructions.
1040-SR
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions.
Form
(2019)
Cat. No. 71930F
2
Form 1040-SR (2019)
Page
12a Tax (see instructions). Check if any from:
1
Form(s) 8814
2
Form 4972
3
12a
b Add Schedule 2, line 3, and line 12a and enter the total
. . . . . . . .
12b
13a Child tax credit or credit for other dependents . . . . .
13a
b Add Schedule 3, line 7, and line 13a and enter the total
. . . . . . . .
13b
14
14
Subtract line 13b from line 12b. If zero or less, enter -0- . . . . . . . . .
15
Other taxes, including self-employment tax, from Schedule 2, line 10
. . . .
15
16
Add lines 14 and 15. This is your total tax . . . . . . . . . . . . .
16
17
17
Federal income tax withheld from Forms W-2 and 1099 . . . . . . . . .
18
Other payments and refundable credits:
• If you have
a qualifying
a Earned income credit (EIC) . . . . . . . . . . . .
18a
child, attach
Sch. EIC.
b Additional child tax credit. Attach Schedule 8812 . . . .
18b
• If you have
nontaxable
c American opportunity credit from Form 8863, line 8 . . .
18c
combat pay,
see
d Schedule 3, line 14 . . . . . . . . . . . . . . .
18d
instructions.
e Add lines 18a through 18d. These are your total other payments and refundable credits
18e
19
Add lines 17 and 18e. These are your total payments . . . . . . . . .
19
Refund
20
If line 19 is more than line 16, subtract line 16 from line 19. This is the amount you overpaid
20
21 a Amount of line 20 you want refunded to you. If Form 8888 is attached, check here
21a
b Routing number
c Type:
Direct deposit?
Checking
Savings
See
d Account number
instructions.
22
Amount of line 20 you want applied to your 2020 estimated tax
22
Amount
23
Amount you owe. Subtract line 19 from line 16. For details on how to pay, see instructions
23
You Owe
24
Estimated tax penalty (see instructions) . . . . . .
24
Third Party
Do you want to allow another person (other than your paid preparer) to discuss this return with the IRS? See instructions.
Yes. Complete below.
Designee
No
Designee’s
Phone
Personal identification
(Other than
paid preparer)
name
no.
number (PIN)
Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of
Sign
my knowledge and belief, they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information
Here
of which preparer has any knowledge.
Date
Your occupation
Your signature
If the IRS sent you an Identity
Protection PIN, enter it here
(see inst.)
Joint return?
See instructions.
Spouse’s signature. If a joint return, both must sign.
Date
Spouse’s occupation
If the IRS sent your spouse an
Keep a copy for
Identity Protection PIN, enter it here
your records.
(see inst.)
Phone no.
Email address
Preparer’s name
Preparer’s signature
Date
Check if:
PTIN
Paid
3rd Party Designee
Preparer
Self-employed
Use Only
Firm’s name
Phone no.
Firm’s address
Firm’s EIN
1040-SR
Go to www.irs.gov/Form1040SR for instructions and the latest information.
Form
(2019)
Page of 2