How to Get Form 1040-SR: Helpful Instructions

If you are searching for how to get form 1040-SR, you might be a taxpayer of 65 years or older. This form is an alternative to 1040, which every taxpayer files yearly to the IRS. The explanation of what is form 1040-SR is the following: this is a tax return form completed by seniors. The IRS created it in 2018 as an alternative to the already existing 1040 form. It contains larger letters and visible sections and boxes. Nevertheless, the form still has the same instructions and schedules as 1040.

It does not mean that you can’t fill out form 1040 if you are used to it. However, the new version is more understandable and contains charts inside that you will need during the completing procedure. You use the standard deduction with this form.

How to Get Form 1040-SR

You have two options if you want to get the IRS form 1040-SR: the IRS official website and here, on PDFLiner. The IRS also has an app that allows you to download or fill out the form online. PDFLiner provides you with the same options plus step-by-step detailed instructions on every stage you perform. You can also read the article on how to fill out Form 1040-SR with professional guidance.

Both options provide the form 1040-SR instructions, but PDFLiner is more detailed about it. This service is simple to use, and it provides you with the opportunity to create an electronic signature right inside the form. This is the best option for everyone who wants to send the form electronically. If you choose the IRS website, you may also send the form right after you complete it. Yet, you still need to add your electronic signature inside. Since this is a form intended to state a tax return for seniors, there are visible instructions to every box and section, so you would not miss anything. Those who prefer to complete the form by hand and send it by regular mail may also download forms from both sources. Yet, you have to find the address of the local IRS department and send the form until May 17.

FAQ

Check out these most popular questions about the form 1040-SR. Read the answers carefully before you complete this document.
Customer:
What is form 1040-SR used for?
Support:
The form 1040-SR was created by the IRS as an alternative to the form 1040. It is known as a tax return for seniors. You can use this form if you are 65 years or older.
Customer:
Is form 1040-SR different from form 1040?
Support:
The difference between the 1040 and 1040 SR forms is not that big. You will have to provide the information about your taxes in both documents. The schedules and instructions are the same. The form 1040 SR just has visibly bigger letters and larger sections for your answers.
Customer:
Who should use the IRS form 1040-SR?
Support:
The form was created for seniors. If you are a taxpayer of 65 years old or more, you can file it instead of standard form 1040. If you don’t want to do it for some reason, you can use 1040.
Customer:
How is pension income reported to the IRS?
Support:
The pension income is reported to the IRS via form 1040 or form 1099-R. In case you retire, you get forms SSA-1099 and 1099-R, which you should add to forms 1040 or 1040-SR if you receive additional income. You have to file it to the IRS yearly.
Printable Blank Form 1040-SR
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