Tax guide

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

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

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