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. Current Revision Form 1040-SR PDF Instructions for Forms 1040 and 1040-SR (Print Version PDF, eBook (epub) EPUB) 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 Recent Developments Revised 2022 Instructions for Form 1040 (and 1040-SR) -- 27-JAN-2023 Revised 2021 Instructions for Schedule H (Form 1040) -- 16-FEB-2022 Using a Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) When Filing Your Tax Return -- 25 JUNE-2021 Unemployment Exclusion Update for married taxpayers living in a community property state -- 24-MAY-2021 Form 1040, 1040-SR, or 1040-NR, line 3a, Qualified dividends -- 06-APR-2021 Filing Extension and Other Relief for Form 1040 Filers PDF-- 29-MAR-2021 IRS Statement - American Rescue Plan Act of 2021 New Exclusion of up to $10,200 of Unemployment Compensation -- 24-MAR-2021 Reporting Excess Deductions on Termination of an Estate or Trust on Forms 1040, 1040-SR, and 1040-NR for Tax Year 2018 and Tax Year 2019 --10-JUL-2020 Limitation on business losses for certain taxpayers repealed for 2018, 2019, and 2020 --19-MAY-2020 Taxpayer Relief for Certain Tax-Related Deadlines Due To Coronavirus Pandemic -- 14-APR-2020 Reporting Related to IRC Section 965 on 2017 Returns -- 08-MAR-2018 Other Items You May Find Useful All Form 1040-SR Revisions Other Current Products Related Schedules for Form 1040 and Form 1040-SR About Form 1040, U.S. Individual Income Tax Return About Publication 17, Your Federal Income Tax (For Individuals) About Form 1040-ES, Estimated Tax for Individuals About Form 1040-V, Payment Voucher for Individuals About Form 1040-X, Amended U.S. Individual Income Tax Return About Form 2106, Employee Business Expenses About Form 2210, Underpayment of Estimated Tax by Individuals, Estates and Trusts About Form 2441, Child and Dependent Care Expenses About Form 5074, Allocation of Individual Income Tax to Guam or the Commonwealth of the Northern Mariana Islands (CNMI) Deklarasyon gratis Lojisyèl gratis oswa Fòm Aktif Deklarasyon Gratis Sèvi ak e-file pou soumèt deklarasyon ou gratis
