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ReadWhat 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 tax returns. 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 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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