What forms should a retiree have on hand when filing taxes?
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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.
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