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Retirees can file their taxes online, just like any taxpayer—make sure to choose a e-filing company that is reputable and easy to use, like 1040.com.
You should also collect income and expense documents before sitting down to file. 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
You will probably also have documentation for your deductible expenses, like mortgage interest, medical bills, charitable donations, property taxes paid throughout the year, and dependent care provided.