Download:
pdf |
pdfNote: The draft you are looking for begins on the next page.
Caution: DRAFT—NOT FOR FILING
This is an early release draft of an IRS tax form, instructions, or publication,
which the IRS is providing for your information. Do not file draft forms and do
not rely on draft forms, instructions, and pubs for filing. We incorporate all
significant changes to forms posted with this coversheet. However, unexpected
issues occasionally arise, or legislation is passed—in this case, we will post a
new draft of the form to alert users that changes were made to the previously
posted draft. Thus, there are never any changes to the last posted draft of a
form and the final revision of the form. Forms and instructions are subject to
OMB approval before they can be officially released, so we post drafts of them
until they are approved. Drafts of instructions and pubs usually have some
additional changes before their final release. Early release drafts are at
IRS.gov/DraftForms and remain there after the final release is posted at
IRS.gov/LatestForms. Also see IRS.gov/Forms.
Most forms and publications have a page on IRS.gov: IRS.gov/Form1040 for
Form 1040; IRS.gov/Pub501 for Pub. 501; IRS.gov/W4 for Form W-4; and
IRS.gov/ScheduleA for Schedule A (Form 1040), for example, and similarly for
other forms, pubs, and schedules for Form 1040. When typing in a link, type it
into the address bar of your browser, not a Search box on IRS.gov.
If you wish, you can submit comments to the IRS about draft or final forms,
instructions, or pubs at IRS.gov/FormsComments. Include “NTF” followed by the
form or pub number (for example, “NTF1040”, “NTFW4”, “NTF501, etc.) in the
body of the message to route your message properly. We cannot respond to all
comments due to the high volume we receive and may not be able to consider
many suggestions until the subsequent revision of the product, but we will
review each “NTF” message. If you have comments on reducing paperwork and
respondent (filer) burden, with respect to draft or final forms, please respond to
the relevant information collection through the Federal Register process; for
more info, click here.
Form
1040-SR U.S. Tax Return for Seniors
2023
Department of the Treasury—Internal Revenue Service
For the year Jan. 1–Dec. 31, 2023, or other tax year beginning
OMB No. 1545-0074
, 2023, ending
IRS Use Only—Do not write or staple in this space.
, 20
See separate instructions.
Your first name and middle initial
Last name
Your social security number
If joint return, spouse’s first name and middle initial
Last name
Spouse’s social security number
TREASURY/IRS
AND OMB USE
ONLY DRAFT
{
June 15, 2023
DO NOT FILE
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.
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 not change
Foreign postal code your tax or refund.
State
ZIP code
Foreign province/state/county
You
Filing
Status
Check only
one box.
Single
Married filing jointly (even if only one had income)
Married filing separately (MFS)
Head of household (HOH)
Qualifying surviving spouse (QSS)
If you checked the MFS box, enter the name of your spouse. If you checked the HOH or QSS box, enter the child’s
name if the qualifying person is a child but not your dependent:
At any time during 2023, did you: (a) receive (as a reward, award, or payment for
property or services); or (b) sell, exchange, or otherwise dispose of a digital asset
(or a financial interest in a digital asset)? (See instructions.) . . . . . . . . .
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
You:
Were born before January 2, 1959
Are blind
Age/Blindness
Was born before January 2, 1959
Is blind
Spouse:
Digital
Assets
Spouse
Dependents
(see instructions): (1) First name
Yes
No
(2) Social security number (3) Relationship to (4) Check the box if qualifies for (see instructions):
you
Child tax credit
Credit for other dependents
Last name
If more than four
dependents, see
instructions and
check here
Income
Attach
Form(s) W-2
here. Also
attach Forms
W-2G and
1099-R if tax
was
withheld.
If you did not
get a Form
W-2, see
instructions.
1a Total amount from Form(s) W-2, box 1 (see instructions) . . . . . . .
1a
b Household employee wages not reported on Form(s) W-2 . . . . . .
1b
c Tip income not reported on line 1a (see instructions)
. . . . . . . .
1c
d Medicaid waiver payments not reported on Form(s) W-2 (see instructions)
1d
e Taxable dependent care benefits from Form 2441, line 26
1e
. . . . . .
f Employer-provided adoption benefits from Form 8839, line 29
. . . .
1f
. . . . . . . . . . . . . . . . .
1g
h Other earned income (see instructions) . . . . . . . . . . . . . .
1h
g Wages from Form 8919, line 6
i
Nontaxable combat pay election (see instructions)
.
1i
z Add lines 1a through 1h . . . . . . . . . . . . . . . . . . . .
Attach
Schedule B
if required.
2a Tax-exempt interest
1z
.
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
c If you elect to use the lump-sum election method, check here (see
instructions) . . . . . . . . . . . . . . . . . . . . . . . .
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions.
Cat. No. 71930F
Form 1040-SR (2023)
Page 2
Form 1040-SR (2023)
7
Capital gain or (loss). Attach Schedule D if required. If not required,
check here . . . . . . . . . . . . . . . . . . . . . . . .
7
8
Additional income from Schedule 1, line 10 . . . . . . . . . . . .
8
9
Add lines 1z, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income . .
9
10
Adjustments to income from Schedule 1, line 26 . . . . . . . . . .
10
11
Subtract line 10 from line 9. This is your adjusted gross income
. . .
11
Standard deduction or itemized deductions (from Schedule A)
. . .
12
13
Qualified business income deduction from Form 8995 or Form 8995-A .
13
14
Add lines 12 and 13
14
15
Subtract line 14 from line 11. If zero or less, enter -0-. This is your
taxable income . . . . . . . . . . . . . . . . . . . . . . .
TREASURY/IRS
AND OMB USE
ONLY DRAFT
June 15, 2023
DO NOT FILE
Standard
Deduction 12
See Standard
Deduction Chart
on the last page
of this form.
Tax and
Credits
16
. . . . . . . . . . . . . . . . . . . . .
Tax (see instructions). Check if any from:
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 from Schedule 8812
. .
19
20
Amount from Schedule 3, line 8 . . . . . . . . . . . . . . . . .
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 21 . .
23
24
Add lines 22 and 23. This is your total tax
24
Payments 25
Form(s) 8814
2
Form(s) 4972
3
. . . . . . . . . . . . . . . . . . . . .
. . . . . . . . . . . .
Federal income tax withheld from:
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.
15
25d
26
2023 estimated tax payments and amount applied from 2022 return . .
27
Earned income credit (EIC) . . . . . . . . . . .
27
28
Additional child tax credit from Schedule 8812 . . .
28
29
American opportunity credit from Form 8863, line 8 .
29
30
Reserved for future use . . . . . . . . . . . .
30
31
Amount from Schedule 3, line 15
31
32
Add lines 27, 28, 29, and 31. These are your total other payments and
refundable credits . . . . . . . . . . . . . . . . . . . . . .
32
Add lines 25d, 26, and 32. These are your total payments . . . . . .
33
33
. . . . . . . .
Go to www.irs.gov/Form1040SR for instructions and the latest information.
26
Form 1040-SR (2023)
Page 3
Form 1040-SR (2023)
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,
check here . . . . . . . . . . . . . . . . . . . . . . . .
35a
TREASURY/IRS
AND OMB USE
ONLY DRAFT
June 15, 2023
DO NOT FILE
b Routing number
Direct deposit?
See
instructions.
c Type:
Checking
Savings
d Account number
36
Amount 37
You Owe
Amount of line 34 you want applied to your 2024
estimated tax . . . . . . . . . . . . . . . .
36
38
Subtract line 33 from line 24. This is the amount you owe.
For details on how to pay, go to www.irs.gov/Payments or see instructions
Estimated tax penalty (see instructions) . . . . . .
37
38
Third Party
Designee
Do you want to allow another person to discuss this return with the IRS? See
instructions . . . . . . . . . . . . . . . . . . . . .
Sign
Here
Personal identification
Designee’s
Phone
number (PIN)
name
no.
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
Your signature
Date
Your occupation
Joint return?
See instructions.
Keep a copy for
your records.
Paid
Preparer
Use Only
Yes. Complete below.
No
Protection PIN, enter it here
(see inst.)
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
Phone no.
Firm’s address
Firm’s EIN
Go to www.irs.gov/Form1040SR for instructions and the latest information.
Form 1040-SR (2023)
Page 4
Form 1040-SR (2023)
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. . .
AND the number of
boxes checked is. . .
THEN your standard
deduction is. . .
TREASURY/IRS
AND OMB USE
ONLY DRAFT
June 15, 2023
DO NOT FILE
1
$15,700
2
17,550
1
$29,200
2
30,700
3
32,200
4
33,700
Qualifying
surviving spouse
1
$29,200
2
30,700
Head of
household
1
$22,650
2
24,500
1
$15,350
2
16,850
3
18,350
4
19,850
Single
Married
filing jointly
Married filing
separately**
* 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 (2023)
File Type | application/pdf |
File Title | 2023 Form 1040-SR |
Subject | Fillable |
Author | SE:W:CAR:MP |
File Modified | 2023-06-15 |
File Created | 2023-06-07 |