You can use Form 1040-SR (U.S. Tax Return for Seniors) if you meet the following eligibility criteria:
Eligibility Requirements
- You must be age 65 or older by the end of the tax year (for the 2025 tax return filed in 2026, you must be 65 by December 31, 2024).
- If your 65th birthday is on January 1, 2026, you are still considered 65 for the 2024 tax year and are eligible.
Key Features of Form 1040-SR
- It is essentially the same as Form 1040 but with:
- Larger print for easier reading.
- A layout that highlights tax benefits for seniors, such as the higher standard deduction.
- There are no income limits—you can use it regardless of how much you earn or the types of income you report (e.g., wages, Social Security, pensions, dividends, capital gains)
Automatic
The program will automatically create the 1040-SR if available to the individual or couple.
To view the 1040-SR, please click here.