Tax guide

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

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Retirees 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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