Taxpayer Advocacy Panel

New Form 1040-SR, Alternative Filing Option
Available for Seniors

The Internal Revenue Service wants seniors to know about the availability of a new tax form, Form 1040-SR, featuring larger print and a standard deduction chart with a goal of making it easier for older Americans to read and use.
 
The Bipartisan Budget Act of 2018 required the IRS to create a tax form for seniors. Taxpayers age 65 or older now have the option to use Form 1040-SR, U.S. Tax Return for Seniors. Form 1040-SR, when printed, features larger font and better readability.
 
Taxpayers who electronically file Form 1040-SR may notice the change when they print their return. More than 90% of taxpayers now use tax software to prepare and file their tax return.
 
Taxpayers born before January 2, 1955, have the option to file Form 1040-SR whether they are working, not working or retired. The form allows income reporting from other sources common to seniors such as investment income, Social Security and distributions from qualified retirement plans, annuities or similar deferred-payment arrangements.
 

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TAP is a group of volunteers dedicated to helping the Internal Revenue Service (IRS) identify ways to improve customer service and satisfaction. TAP is a Federal Advisory committee established in 2002 under the authority of the U.S. Department of the Treasury.

The Taxpayer Advocacy Panel listens to taxpayers, identifies taxpayers' issues, and makes suggestions for improving IRS service and customer satisfaction.

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By the Numbers

 

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TAP recommendations submitted to the IRS since 2002

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Outreach events completed in 2019

 

 

Taxpayer Roadmap 2019

Taxpayer Journey Roadmap

Advocate Releases EITC Special Report, Taxpayer Journey Roadmap

Former National Taxpayer Advocate Nina E. Olson today released a special report on the Earned Income Tax Credit (EITC), a call to action, with recommendations designed to increase the participation rate of eligible taxpayers and reduce overclaims by ineligible taxpayers. Also, for the first time ever, the Taxpayer Advocate Service (TAS) has mapped out the modern United States tax system.

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