1040sr for Seniors. Step by Step Walkthrough of Senior Tax Return 1040SR. New IRS Form 1040-SR

How to fill out 1040sr for Seniors. Married Filing Jointly. Step by Step Walkthrough of NEW Senior Tax Return 1040SR. New IRS Form 1040-SR
1040SR is for taxpayers 65 years old or older
New Simplified tax return.. 1040 SR replaces 1040EZ

1-800-Tax-Form Call to get a 1040SR sent to you.

https://www.irs.gov/pub/irs-pdf/f1040s.pdf

1040SR Seniors Tax Return video log:
00:34 How to find 1040SR at IRS.gov
00:50 1040SR pdf version
01:04 Where to find 1040sr form
01:30 1040SR Married Filing Jointly
02:40 Age/Blindness for Standard Deduction
03:07 Example of 1 spouse over 65
03:30 Form 1099R
04:15 Pensions on 1040SR
04:35 Form SSA for Social Security
04:58 Social Security on 1040SR
05:14 Is your SS benefits taxable
05:45 Calculations for Taxable SS benefits
06:30 Total income on Form 1040-SR
06:54 Determine Standard Deduction on 1040sr
07:11 Married Filing Jointly 1 over 65
07:36 2 persons over 65 Standard Deduction
08:33 Taxable income for 1040SR
09:00 1040-SR Page 2
09:21 Amount you owe Line 23 of 1040sr

Katie St Ores CFP, ChFC, EA has done a 'How To file a W4' video for each W-4 Form:
Employee's Withholding Certificate
How to fill out a W4 Form
How to fill out W4 single
How to fill out a w4 Married Filing Jointly
How to fill out a W-4 Head of Household
For W4 married filing separately, please watch How to fill out W4 single.
(W4 for Single is the same as W-4 for married filing separately)

Katie St Ores has also done other Form W-4 related videos:
W4 vs W2 What's the difference
W4 IRS Form W-4 Explained
IRS Form W2 explained
How to replace missing W2
How to pay your taxes to the IRS
Employee's Withholding Certificate

How to file a W4 Employee's Withholding Certificate form can be confusing. We hope these videos on W4's and W2's are helpful in completing these new IRS Forms. Remember, only steps 1 & 5 are required when filling out Form w4. Two more Form w 4 videos are to be completed soon. First, How to file a W4 Form and How to complete a W-4 form using the W4 Form Estimator. These will be in the new How to File form W4 Playlist.
Good luck and Thanks again...

Note: Please understand that these videos are for EDUCATIONAL purposes only and are very general.. All people and their financial situations are different. So it is important to consult your tax or financial professional.
_________________________________________________

Katie St Ores CFP®, ChFC®, EA, LTC

• 97 Hours of Continuing Education each year to maintain Professional designations
• CFP® - Certified Financial Planner
• ChFC® - Chartered Financial Consultant
• EA - Enrolled Agent - Empowered by the U.S. Dept of the Treasury
• Licensed Tax Consultant –Licensed by the State of Oregon
• Registered Investment Adviser- Oregon Div. of Financial Regulation
• Tax Accountant - Markusen & Schwing CPA's
Katie St Ores discusses the W4, W4 tax form, W4 tax form married filing jointly, W4 tax form, single, W4 tax form head of household and how to fill out W4 tax form 2021. How to file a w4 W4 tax form, how to file a w-4 tax form, W4 tax form new job, W4 tax form married, W4 tax form head, w4 single, w4 married, W-4 married, mcminnville Oregon, katie st ores, tax preparation 97128, katie st ores, How to fill out a w4, W4 tax form step by step, W4 tax form dependents.

Please understand that these videos are for EDUCATIONAL purposes only and are very general.. All people and their financial situations are different. So it is important to consult your tax or financial professional.
_________________________________________________

Katie St Ores CFP®, ChFC®, EA, LTC

• CFP® - Certified Financial Planner
• ChFC® - Chartered Financial Consultant
• EA - Enrolled Agent - Empowered by the U.S. Dept of the Treasury
• Licensed Tax Consultant –Licensed by the State of Oregon
• Registered Investment Adviser- Oregon Div. of Financial Regulation
• Tax Accountant - Markusen & Schwing CPA's
• Certified Investment Management Analyst program -Wharton - University of Pennsylvania
• Certified Mergers & Acquisition Advisor program - Loyola University
• Certificate in Accounting - UC Berkeley
• Master of Science in Project Management - University of Wisconsin
• Master’s in Administrative Management with Honors - Moscow State University
• ACAMS - Anti-Money Laundering Specialist Program
• YouTube - Educational Channel-Finance, Investment, Taxes
• Series 63 - Uniform Securities Agent State Law Exam
• Financial Advisor, Tax Consultant - St Ores Wealth Management

Katie St Ores
Virtual Services
or Offices in McMinnville
McMinnville Oregon 97128
Katie St. Ores CFP®, ChFC®, EA, LTC
St. Ores Wealth Management llc
www.SaintOres.com
www.TaxesbyKatie.com

2021, 2020 Women’s Initiative (WIN) CFP® Board
2021, 2020 Financial Women to Watch on Youtube

Видео 1040sr for Seniors. Step by Step Walkthrough of Senior Tax Return 1040SR. New IRS Form 1040-SR канала Katie St Ores CFP, ChFC, EA