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January 26, 2022
Question

1040S form eligibility for 2021

  • January 26, 2022
  • 2 replies
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My wife and I were age eligible and used form 1040s in 2020 to file our joint tax return. For 2021, I imported tax info from 2020 but turbo is using form 1040 for us. I cannot get turbo tax to change our form to 1040s for 2021. What do I need to do to accomplish this?

    2 replies

    LeonardS
    January 26, 2022

    Can you please clarify if you are wanting to use Form 1040SR?

     

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    bjgood412Author
    January 26, 2022

    Oops... sorry. Yes I meant form 1040SR

    bjgood412Author
    January 26, 2022

    OK. Thanks. Continuing through the review section, turbo flagged the special tax reduction and allowed me to change the amount back to $600. Then turbo successfully completed the review section. 

     

    LeonardS
    January 26, 2022

    TurboTax uses your date of birth to automatically determine when Form 1040SR is generated.

     

    To verify your dates of birth follow these steps:

    1. Sign in to your TurboTax account if your account is not open.
    2. Select My Info in the left panel.
    3. On the page Personal info summary verify your birthdates.
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