Get IRS 1040-SR (SP)_DSA

If you are 65 or older and blind, the extra standard deduction is $3,700 if you are single or filing as head of household. It's $3,000 per qualifying individual if you are married filing jointly or separately.

The Bottom Line Form 1040-SR simplifies tax-filing requirements for seniors who are 65 or older regardless of whether they're retired. But you can't use Form 1040-SR if you're a retiree under the age of 65, even if your income sources include Social Security, pensions, and investment income. You must use Form 1040.

Go to .irs.gov/Form1040SR for instructions and the latest information.

Put simply, if you or your spouse are age 65 or older, you can file either Form 1040 or 1040-SR, depending on your specific situation. You'd have to file jointly if only one of you is over 65. If you or your spouse are under 65, you can only file Form 1040.

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.

One can download the 1040-SR blank PDF form for free from the PDFLiner and print it later, or fill it out online.

Description:US Income Tax Return for seniors: If you and/or your spouse are 65 or over as of December 31, 2023, the eFile.com App will pick Form 1040-SR for you; you don't have to worry about selecting it. Plus, the tax app will apply for the standard deduction for seniors and the Elderly Tax Credit, if applicable.

You'll be able to access your most recent 3 tax returns (each of which include your Form 1040—the main tax form—and any supporting forms used that year) when sign into 1040.com and go to the My Account screen. If you filed through a tax preparer or CPA, they can provide a printed or electronic copy of your tax return.