Tax guide

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

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.

Still have questions?

You got it. We’re always here to help.

Here's what we found in our blog for file online with 1040.com:

Selfie Security-Why You'll Need ID.me for IRS Online Account

Let's talk about the IRS's new identity protection process and what it means for tax filing.

Read

Want a Bigger Refund? Check Out Above-the-Line Deductions

The standard deduction has been almost doubled this year, and above-the-line deductions stack!

Read

3 Steps to Make Taxes Easier Next Year

Taxes come around every year-surely there's a way to make this a bit easier to deal with!

Read

Selling Stuff Online? Taxes for Etsy, eBay, LetGo, and More

Taxes for online sales isn't actually that hard-and some people may not even have to pay taxes at all.

Read

The Tax Filing Golden Ticket - Know Your 2015 AGI Amount

The IRS no longer uses e-file PINs to verify your identity, and is only using prior-year adjusted gross income (AGI) or your self-selected PIN.

Read

Filing Your Taxes Before the IRS Opens and Why It's a Good Idea

1040.com officially opens for business on Monday-so why file so early? Here are some great reasons to file before the IRS starts processing returns.

Read

What are the Differences Between Form 1095-A, 1095-B, and 1095...

Forms 1095-A, 1095-B and 1095-C look very similar because each relates to your healthcare coverage. But they're actually quite different.

Read

How Do I Report Healthcare Info on My Taxes?

Here's what to do when healthcare and medical expenses come up during the tax-filing process.

Read

2022 Tax Must-Haves-Online Account, IP PIN, and IRS Letters

While you aren't required to have them, these three items are guaranteed to make filing both easier and safer.

Read

The Future of Your Taxes

Want a better tax system? Here's your chance. The IRS is kicking off a contest to design a better online experience for taxpayers.

Read

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

More Tax Guides

You got this—all you have to do is start!

Still have questions?

It’s not too good to be true. See what others are saying about filing taxes online with 1040.com