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Caution: DRAFTNOT FOR FILING (IRS)

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The Internal Revenue Service (IRS) is a government agency responsible for collecting taxes and administering the federal statutory tax laws of the United States. The IRS provide tax assistance to taxpayers and pursue and resolve fraudulent tax filings.

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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 publications for filing. We do not
release draft forms until we believe we have incorporated all changes (except
when explicitly stated on 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 generally are subject to OMB
approval before they can be officially released, so we post only drafts of them
until they are approved. Drafts of instructions and publications usually have some
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. All information about all forms,
instructions, and pubs is at IRS.gov/Forms.
Almost every form and publication has a page on IRS.gov with a friendly
shortcut. For example, the Form 1040 page is at IRS.gov/Form1040
; the Pub. 501
page is at IRS.gov/Pub501; the Form W-4 page is at IRS.gov/W4; and the
Schedule A (Form 1040/SR) page is at IRS.gov/ScheduleA. If typing in a link
above instead of clicking on it, be sure to type the link into the address bar of your
browser, not a Search box.
If you wish, you can submit comments to the IRS about draft or final forms,
instructions, or publications at IRS.gov/FormsComments
. 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.
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
.
August 18, 2020
DO NOT FILE
DRAFT AS OF
Form
1040-SR
Department of the Treasury—Internal Revenue Service
U.S. Tax Return for Seniors
2020
OMB No. 1545-0074
IRS Use Only—Do not write or staple in this space.
(99)
Filing
Status
Check only
one box.
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
▶
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
Home address (number and street). If you have a P.O. box, see instructions. Apt. no.
City, town, or post office. If you have a foreign address, also complete spaces below.
State ZIP code
Foreign country name Foreign province/state/county
Foreign postal code
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 your tax or
refund.
You
Spouse
At any time during 2020, did you receive, sell, send, exchange, or otherwise acquire any
financial interest in any virtual currency? . . . . . . . . . . . . . . . . . . . .
▶
Yes
No
Standard
Deduction
Someone can claim:
You as a dependent
Your spouse as a dependent
Spouse itemizes on a separate return or you were a dual-status alien
Age/Blindness
{
You: Were born before January 2, 1956 Are blind
Spouse:
Was born before January 2, 1956 Is blind
Dependents
(see instructions):
If more than four
dependents, see
instructions and
check here
▶
(2) Social security number (3) Relationship to
you
(4) ✔ if qualifies for (see instructions):
(1) First name Last name
Child tax credit
Credit for other dependents
1 Wages, salaries, tips, etc. Attach Form(s) W-2 . . . . . . . . . . . 1
Attach
Schedule B
if required.
2a
Tax-exempt interest .
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
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
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
▶
10c
11 Subtract line 10c from line 9. This is your adjusted gross income . .
▶
11
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions.
Cat. No. 71930F
Form 1040-SR (2020)
August 18, 2020
DO NOT FILE
DRAFT AS OF
Form 1040-SR (2020)
Page 2
Standard
Deduction
See Standard
Deduction Chart
on the last page
of this form.
12
Standard deduction or itemized deductions (from Schedule A) . . .
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:
1
Form(s) 8814
2
Form 4972
3 . . . . . . . 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:
a Form(s) W-2 . . . . . . . . . . . . . . . . .
25a
b Form(s) 1099 . . . . . . . . . . . . . . . . 25b
c Other forms (see instructions) . . . . . . . . . . 25c
d Add lines 25a through 25c . . . . . . . . . . . . . . . . . . . 25d
26 2020 estimated tax payments and amount applied from 2019 return . . 26
27
Earned income credit (EIC) . . . . . . . . . . .
•
If you have
a qualifying
child, attach
Sch. EIC.
•
If you have
nontaxable
combat pay,
see
instructions.
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
32
Add lines 27 through 31. These are your total other payments and
refundable credits . . . . . . . . . . . . . . . . . . . . .
▶
32
33 Add lines 25d, 26, and 32. These are your total payments . . . . .
▶
33
Go to www.irs.gov/Form1040SR for instructions and the latest information.
Form 1040-SR (2020)
August 18, 2020
DO NOT FILE
DRAFT AS OF
Form 1040-SR (2020)
Page 3
Refund
34
If line 33 is more than line 24, subtract line 24 from line 33. This is the
amount you overpaid . . . . . . . . . . . . . . . . . . . . . 34
35
a
Amount of line 34 you want refunded to you. If Form 8888 is attached,
check here . . . . . . . . . . . . . . . . . . . . . . .
▶
35a
Direct deposit?
See
instructions.
▶
b
Routing number
▶
c Type:
Checking Savings
▶
d
Account number
36
Amount of line 34 you want applied to your 2021
estimated tax . . . . . . . . . . . . . . .
▶
36
Amount
You Owe
For details on
how to pay,
see
instructions.
37 Subtract line 33 from line 24. This is the amount you owe now . . .
▶
37
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.
38 Estimated tax penalty (see instructions) . . . . .
▶
38
Third Party
Designee
Do you want to allow another person to discuss this return with the IRS? See
instructions . . . . . . . . . . . . . . . . . . . . .
▶
Yes. Complete below. No
Designee’s
name
▶
Phone
no.
▶
Personal identification
number (PIN)
▶
Sign
Here
Joint return?
See instructions.
Keep a copy for
your records.
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.
Your signature
Date Your occupation
If the IRS sent you an Identity
Protection PIN, enter it here
(see inst.)
Spouse’s signature. If a joint return, both must sign.
▲
Date Spouse’s occupation
If the IRS sent your spouse an
Identity Protection PIN, enter it here
(see inst.)
Phone no.
Email address
Paid
Preparer
Use Only
Preparer’s name
Preparer’s signature Date
PTIN
Check if:
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 (2020)
August 18, 2020
DO NOT FILE
DRAFT AS OF
Form 1040-SR (2020)
Page 4
Standard Deduction Chart*
Add the number of boxes checked in the “Age/Blindness” section of Standard Deduction on page 1 . . . .
▶
Single
Married
filing jointly
Qualifying
widow(er)
Head of
household
Married filing
separately**
IF your filing
status is. . .
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)
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Completed 17 January 2021

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