Customer Reviews
ReadWhat forms should a retiree have on hand when filing taxes?
More Tax Guides
You got this—all you have to do is start!
We make filing taxes delightfully simple with our flat–rate price. Every feature included for everyone.
Start filingRetirees should have all income documents on hand when filing their taxes. Common income documents for retirees include:
- Forms 1099-INT for interest income
- Forms 1099-DIV for dividends and distributions
- Forms 1099-R for distributions from pensions, annuities, IRAs, and retirement or profit-sharing plans
- Forms W-2 from part-time employment
Retirees should also have forms detailing deductible expenses, such as a Form 1098 for mortgage interest. You may also have documentation for medical bills, charitable donations, property taxes paid throughout the year, and dependent care provided.
Still have questions?
You got it. We’re always here to help.