1040-SR U.S. Tax Return for Seniors

Form

1040-SR U.S. Tax Return for Seniors
Department of the Treasury—Internal Revenue Service

(99)

2020

OMB No. 1545-0074

IRS Use Only—Do not write or staple in this space.

Single
Married filing jointly
Married filing separately (MFS)
Head of household (HOH)
Qualifying widow(er) (QW)
If you checked the MFS box, enter the name of your spouse. If you checked the HOH or QW box, enter the child’s
name if the qualifying person is a child but not your dependent ▶

Filing
Status

Check only
one box.
Your first name and middle initial

If joint return, spouse’s first name and middle initial

Last name

Your social security number

Last name

Spouse’s social security number

Home address (number and street). If you have a P.O. box, see instructions.
City, town, or post office. If you have a foreign address, also complete spaces below.
Foreign country name

Apt. no.
State

Foreign province/state/county

Presidential Election Campaign

Check here if you, or your
spouse if filing jointly, want
$3 to go to this fund.
Checking a box below will
Foreign postal code not change your tax or
refund.
You
Spouse

ZIP code

At any time during 2020, did you receive, sell, send, exchange, or otherwise acquire any
financial interest in any virtual currency? . . . . . . . . . . . . . . . . . . . . ▶
You as a dependent
Your spouse as a dependent
Standard Someone can claim:
Spouse itemizes on a separate return or you were a dual-status alien
Deduction
Age/Blindness
Dependents

(see instructions): (1) First name

{ You:
Spouse:

Were born before January 2, 1956
Was born before January 2, 1956
(2) Social security number (3) Relationship to
you

Last name

Yes

No

Are blind
Is blind
(4) ✔ if qualifies for (see instructions):
Child tax credit

Credit for other dependents

If more than four
dependents, see
instructions and
check here ▶

1
Attach
Schedule B
if required.

Wages, salaries, tips, etc. Attach Form(s) W-2 . . . . . . . . . . .

1

.

2a

b Taxable interest

. .

2b

3a Qualified dividends . .

3a

b Ordinary dividends .

3b

4a IRA distributions . . .

4a

b Taxable amount

. .

4b

5a Pensions and annuities

5a

b Taxable amount

. .

5b

6a Social security benefits .

6a

b Taxable amount

. .

6b

2a Tax-exempt interest

7

Capital gain or (loss). Attach Schedule D if required. If not required,
check here . . . . . . . . . . . . . . . . . . . . . . . ▶

7

8

Other income from Schedule 1, line 9 . . . . . . . . . . . . . . .

8

9

Add lines 1, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income . .

▶

9

▶

10c

▶

11

10

Adjustments to income:
a From Schedule 1, line 22

. . . . . . . . . . .

10a

b Charitable contributions if you take the standard
deduction. See instructions . . . . . . . . . . 10b
c Add lines 10a and 10b. These are your total adjustments to income
11

Subtract line 10c from line 9. This is your adjusted gross income . .

For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions.

Cat. No. 71930F

Form 1040-SR (2020)

Page 2

Form 1040-SR (2020)

Standard 12
Deduction
See Standard
Deduction Chart
on the last page
of this form.

. . .

12

13

Qualified business income deduction. Attach Form 8995 or Form 8995-A

13

14

Add lines 12 and 13

. . . . . . . . . . . . . . . . . . . . .

14

15

Taxable income. Subtract line 14 from line 11. If zero or less, enter -0- .

15

16

Tax (see instructions). Check if any from:

Standard deduction or itemized deductions (from Schedule A)

1

. . . . . . .

16

17

Amount from Schedule 2, line 3 . . . . . . . . . . . . . . . . .

17

18

Add lines 16 and 17

. . . . . . . . . . . . . . . . . . . . .

18

19

Child tax credit or credit for other dependents . . . . . . . . . . .

19

20

Amount from Schedule 3, line 7 . . . . . . . . . . . . . . . . .

20

21

Add lines 19 and 20 . . . . . . . . . . . . . . . . . . . . . .

21

22

Subtract line 21 from line 18. If zero or less, enter -0- . . . . . . . .

22

23

Other taxes, including self-employment tax, from Schedule 2, line 10 . .

23

24

Add lines 22 and 23. This is your total tax

24

25

Federal income tax withheld from:

Form(s) 8814

2

Form 4972

3

. . . . . . . . . . .

a Form(s) W-2 . . . . . . . . . . . . . . . . .

25a

b Form(s) 1099

. . . . . . . . . . . . . . . .

25b

c Other forms (see instructions) . . . . . . . . . .

25c

▶

d Add lines 25a through 25c . . . . . . . . . . . . . . . . . . .
• If you have
a qualifying
child, attach
Sch. EIC.
• If you have
nontaxable
combat pay,
see
instructions.

25d

26

2020 estimated tax payments and amount applied from 2019 return . .

27

Earned income credit (EIC) . . . . . . . . . . .

27

28

Additional child tax credit. Attach Schedule 8812 . .

28

29

American opportunity credit from Form 8863, line 8 .

29

30

Recovery rebate credit. See instructions

30

31

Amount from Schedule 3, line 13 . . . . . . . .
31
Add lines 27 through 31. These are your total other payments and
refundable credits . . . . . . . . . . . . . . . . . . . . .

▶

32

Add lines 25d, 26, and 32. These are your total payments . . . . .

▶

33

32
33

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

. . . . .

26

Form 1040-SR (2020)

Page 3

Form 1040-SR (2020)

Refund 34

If line 33 is more than line 24, subtract line 24 from line 33. This is the
amount you overpaid . . . . . . . . . . . . . . . . . . . . .

34

35a Amount of line 34 you want refunded to you. If Form 8888 is attached,
35a
check here . . . . . . . . . . . . . . . . . . . . . . . ▶
Direct deposit? ▶ b
See
instructions.
▶d

36

▶

38

Estimated tax penalty (see instructions) . . . . .

36

▶

37

38

Do you want to allow another person to discuss this return with the IRS? See
instructions . . . . . . . . . . . . . . . . . . . . . ▶
Phone
no. ▶

Yes. Complete below.

No

Personal identification
▶
number (PIN)

Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of
my knowledge and belief, they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information
of which preparer has any knowledge.
If the IRS sent you an Identity
Date
Your occupation
Your signature
Protection PIN, enter it here
(see inst.)

▲

Paid
Preparer
Use Only

Savings

Account number

Designee’s
name ▶

Joint return?
See instructions.
Keep a copy for
your records.

Checking

Subtract line 33 from line 24. This is the amount you owe now . . . ▶
Note: Schedule H and Schedule SE filers, line 37 may not represent all of
the taxes you owe for 2020. See Schedule 3, line 12e, and its
instructions for details.

For details on
how to pay,
see
instructions.

Sign
Here

c Type:

Amount of line 34 you want applied to your 2021
estimated tax . . . . . . . . . . . . . . . ▶

Amount 37
You Owe

Third Party
Designee

Routing number

Spouse’s signature. If a joint return, both must sign.

Date

Phone no.

Email address

Preparer’s name

Preparer’s signature

Spouse’s occupation

Date

If the IRS sent your spouse an
Identity Protection PIN, enter it here
(see inst.)

Check if:

PTIN

Self-employed
Firm’s name

▶

Firm’s address ▶

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

Phone no.
Firm’s EIN

▶

Form 1040-SR (2020)

Page 4

Form 1040-SR (2020)

Standard Deduction Chart*
Add the number of boxes checked in the “Age/Blindness” section of Standard Deduction on page 1 . . . .

IF your filing
status is. . .
Single

Married
filing jointly

Qualifying
widow(er)
Head of
household

Married filing
separately**

AND the number of
boxes checked is. . .

▶

THEN your standard
deduction is. . .

1

$14,050

2

15,700

1

$26,100

2

27,400

3

28,700

4

30,000

1

$26,100

2

27,400

1

$20,300

2

21,950

1

$13,700

2

15,000

3

16,300

4

17,600

* Don’t use this chart if someone can claim you (or your spouse if filing jointly) as a dependent, your spouse itemizes on a
separate return, or you were a dual-status alien. Instead, see instructions.
** You can check the boxes for your spouse if your filing status is married filing separately and your spouse had no
income, isn’t filing a return, and can’t be claimed as a dependent on another person’s return.
Go to www.irs.gov/Form1040SR for instructions and the latest information.

Form 1040-SR (2020)