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Be 65 years of age or older and claim the senior exemption. If your (or your spouse’s/RDP’s) 65th birthday is on January 1, 2024, you are considered to be age 65 on December 31, 2023.
Complete your federal income tax return Form 1040, U.S. Individual Income Tax Return, or Form 1040-SR, U.S. Tax Return for Seniors, before you begin your Form 540, California Resident Income Tax Return.
The 2EZ Tables in this booklet give you credit for the standard deduction for your filing status, your personal exemption credit, and dependent exemption credits. There are three different tables. Make sure you use the right one.
Information about Form 1040-SR, U.S. Tax Return for Seniors, including recent updates, related forms and instructions on how to file. Form 1040-SR is available as an optional alternative to using Form 1040 for taxpayers who are age 65 or older.
To use Form 1040-SR, taxpayers must meet the following criteria: Age Requirement: The taxpayer must be 65 years of age or older by the end of the tax year. If married and filing jointly, only one spouse needs to be 65 or older.
You must report your taxable disability payments as wages on Form 1040, 1040-SR, or 1040-NR, line 1h, until you reach minimum retirement age. Minimum retirement age is generally the age at which you can first receive a pension or annuity if you aren't disabled.
20 sie 2024 · Use the Social Security benefits worksheet found in the Form 1040 and Form 1040-SR instructions PDF, and then double-check it before you fill out your tax return. See Publication 915, Social Security and Equivalent Railroad Retirement Benefits PDF.
