Instructions: 1040-sr

: There are no income limits for using this form, unlike the discontinued 1040-EZ. Seniors can use it regardless of whether they have $10,000 or $1,000,000 in annual income. Who Should Use the 1040-SR Instructions?

| Form/Schedule | Purpose | |----------------|---------| | Schedule 1 | Additional income (e.g., pensions, unemployment) and adjustments (e.g., HSA deduction) | | Schedule 2 | Additional taxes (e.g., AMT, excess advance premium tax credit repayment) | | Schedule 3 | Nonrefundable credits (e.g., foreign tax credit, general business credit) | | Schedule A | Itemized deductions (medical expenses, mortgage interest, charitable gifts) | | Schedule B | Interest and ordinary dividends over $1,500 | | Schedule D | Capital gains/losses | | Schedule R | Credit for the elderly or disabled | | Form 1099-R | Distributions from pensions, IRAs, annuities | | Form 1099-SSA | Social Security benefit statement | 1040-sr instructions

This section allows you to lower your Adjusted Gross Income (AGI). : There are no income limits for using