Beginning in tax year 2019, the IRS added a new 1040-SR Form for seniors. The program will automatically determine whether you qualify to use the 1040-SR Form or the 1040 Form based on your entries.
Beginning in tax year 2018, the IRS indicated there would only be one 1040 form for all filing needs due to the new Tax Reform changes.
Forms 1040-EZ, and 1040-A are for tax years 2017 and prior, and these forms no longer supported in our program.
When should I use Form 1040?
You must use the Form 1040 if:
- Your taxable income is $100,000 or more
- You have certain types of income, such as business or farm self-employment income; unreported tips; dividends on insurance policies that exceed the total of all net premiums you paid for the contract; or income received as a partner, a shareholder in an S corporation, or a beneficiary of an estate or trust
- You itemize deductions or claim certain tax credits or adjustments to income, or
- You owe household employment taxes
When should I use Form 1040-SR?
The Form 1040-SR uses the same schedules and instructions as the Form 1040. The only key difference with the Form 1040-SR is listed below:
- You are 65 or older
How can I get Form 1040-EZ or Form 1040-A to manually complete?
Both Forms 1040-EZ and 1040-A can be found in the IRS prior year archive.
- To access Form 1040-EZ from the IRS website, click here.
- To access Form 1040-A from the IRS website, click here.