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Meet the new IRS tax form specially designed for people 65 and older

To say that the new Form 1040-SR closely mirrors the 2019 version of the “regular” Form 1040 is an understatement. * Instructions for both the new Form 1040-SR and the 2019 version of the regular Form 1040 are included in the same document (TAX YEAR 2019 1040 and 1040-SR INSTRUCTIONS). For both the new Form 1040-SR and the 2019 version of the regular Form 1040, IRA distributions and income from pensions and annuities are reported on separate lines on page 1 of the forms. Read More...

Meet the new IRS tax form specially designed for people 65 and older

To say that the new Form 1040-SR closely mirrors the 2019 version of the “regular” Form 1040 is an understatement. * Instructions for both the new Form 1040-SR and the 2019 version of the regular Form 1040 are included in the same document (TAX YEAR 2019 1040 and 1040-SR INSTRUCTIONS). For both the new Form 1040-SR and the 2019 version of the regular Form 1040, IRA distributions and income from pensions and annuities are reported on separate lines on page 1 of the forms.

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