IRS Form 1040-SR 2024-2025 - Fill, Sign Online, Download & Print - No Signup
Form
1040-SR
20
24
U.S. Income Tax Return for Seniors
Department of the Treasury—Internal Revenue Service
OMB No.
1545-0074
IRS Use Only—Do not write or staple in this space.
For the year Jan. 1–Dec. 31, 2024, or other tax year beginning
, 2024, ending
, 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
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
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:
If treating a nonresident alien or dual-status alien spouse as a U.S. resident for the entire tax year, check the
box and enter their name (see instructions and attach statement if required):
Digital
Assets
At any time during 2024, 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.) .
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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, 1960
Are blind
Spouse:
Was born before January 2, 1960
Is blind
Dependents
(see instructions):
If more than four
dependents, see
instructions and
check here
(2)
Social security number
(3)
Relationship
to
you
(4)
Check the box if qualifies for (see instructions):
(1)
First name
Last name
Child tax credit
Credit for other dependents
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.
1 a
Total amount from Form(s) W-2, box 1 (see instructions) .
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1a
b
Household employee wages not reported on Form(s) W-2 .
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1b
c
Tip income not reported on line 1a (see instructions)
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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 .
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1e
f
Employer-provided adoption benefits from Form 8839, line 29 .
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1f
g
Wages from Form 8919, line 6 .
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1g
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Other earned income (see instructions) .
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1h
i
Nontaxable combat pay election (see instructions) .
1i
z
Add lines 1a through 1h .
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1z
Attach
Schedule B
if required.
2a
Tax-exempt interest
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2a
b
Taxable interest
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2b
3a
Qualified dividends .
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3a
b
Ordinary dividends .
3b
4a
IRA distributions .
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4a
b
Taxable amount .
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4b
5a
Pensions and annuities
5a
b
Taxable amount .
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5b
6a
Social security benefits
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6a
b
Taxable amount .
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6b
c
If you elect to use the lump-sum election method, check here (see
instructions)
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For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions.
Cat. No. 71930F
Form
1040-SR
(2024)
Form 1040-SR (2024)
Page
2
7
Capital gain or (loss). Attach Schedule D if required. If not required,
check here .
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7
8
Additional income from Schedule 1, line 10
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8
9
Add lines 1z, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your
total income
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9
10
Adjustments to income from Schedule 1, line 26 .
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10
11
Subtract line 10 from line 9. This is your
adjusted gross income
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11
Standard
Deduction
See
Standard
Deduction Chart
on the last page
of this form.
12
Standard deduction or itemized deductions
(from Schedule A) .
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12
13
Qualified business income deduction from Form 8995 or Form 8995-A .
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14
Add lines 12 and 13
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14
15
Subtract line 14 from line 11. If zero or less, enter -0-. This is your
taxable income
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15
Tax and
Credits
16
Tax
(see instructions). Check if any from:
1
Form(s) 8814
2
Form(s) 4972
3
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16
17
Amount from Schedule 2, line 3 .
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17
18
Add lines 16 and 17
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18
19
Child tax credit or credit for other dependents from Schedule 8812
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19
20
Amount from Schedule 3, line 8 .
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20
21
Add lines 19 and 20 .
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21
22
Subtract line 21 from line 18. If zero or less, enter -0-
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22
23
Other taxes, including self-employment tax, from Schedule 2, line 21 .
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23
24
Add lines 22 and 23. This is your
total tax
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24
Payments
25
Federal income tax withheld from:
a
Form(s) W-2 .
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25a
b
Form(s) 1099
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25b
c
Other forms (see instructions) .
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25c
d
Add lines 25a through 25c .
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25d
26
2024 estimated tax payments and amount applied from 2023 return .
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26
If you have
a qualifying
child, attach
Sch. EIC.
27
Earned income credit (EIC) .
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27
28
Additional child tax credit from Schedule 8812 .
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28
29
American opportunity credit from Form 8863, line 8 .
29
30
Reserved for future use .
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30
31
Amount from Schedule 3, line 15
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31
32
Add lines 27, 28, 29, and 31. These are your
total other payments and
refundable credits
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32
33
Add lines 25d, 26, and 32. These are your
total payments
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33
Go to
www.irs.gov/Form1040SR
for instructions and the latest information.
Form
1040-SR
(2024
)
Form 1040-SR (2024)
Page
3
Refund
34
If line 33 is more than line 24, subtract line 24 from line 33. This is the
amount you
overpaid
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34
35 a
Amount of line 34 you want
refunded to you
. If Form 8888 is attached,
check here .
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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 2025
estimated tax
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36
Amount
You Owe
37
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
37
38
Estimated tax penalty (see instructions) .
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38
Third Party
Designee
Do you want to allow another person to discuss this return with the IRS? See
instructions .
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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
(2024
)
Form 1040-SR (2024)
Page
4
Standard Deduction Chart*
Add the number of boxes checked in the “Age/Blindness” section of
Standard Deduction
on page 1 .
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Single
Married
filing jointly
Qualifying
surviving spouse
Head of
household
Married filing
separately**
IF your filing
status is. . .
AND the number of
boxes checked is. . .
THEN your standard
deduction is. . .
1
$16,550
2
18,500
1
$30,750
2
32,300
3
33,850
4
35,400
1
$30,750
2
32,300
1
$23,850
2
25,800
1
$16,150
2
17,700
3
19,250
4
20,800
*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
(2024
)
