Is my income tax different after I retire?
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Coronavirus Pandemic News and Resources
Tax Reform 101
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Taxes for Families
Affordable Care Act
Taxes and Your Job
Taxes for the Self-Employed
Tax Breaks for Homeowners
Health and Life Insurance
Investing and Retirement
Tax Savings Strategies
IRS Tax Dates
State Taxes
Disaster Relief
While retirees might have different forms to file with their tax return, the filing process is the same: Fill out your return with all relevant financial information and send it to the IRS. Filing online is still the fastest, most secure way to file your taxes, though some may prefer to complete their returns on paper.
Gathering all important documentation before sitting down to file is key to an easy process. 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 should also have documentation supporting deductible expenses such as mortgage interest, medical bills, charitable donations, property taxes paid throughout the year, and dependent care.
Table of Contents
FAQ
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 filingMore Tax Guides
FAQ
Coronavirus Pandemic News and Resources
Tax Reform 101
Tax-Related Identity Theft
Filing Your Taxes 101
For Students and New Grads
Taxes for Families
Affordable Care Act
Taxes and Your Job
Taxes for the Self-Employed
Tax Breaks for Homeowners
Health and Life Insurance
Investing and Retirement
Tax Savings Strategies
IRS Tax Dates
State Taxes
Disaster Relief