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. 

 

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:

Here's When to File Taxes if You Haven't Gotten Stimulus Money

If you're ready to do your taxes, double-check to see if the IRS has issued your stimulus payment yet-here's how.

Read

No Time to Waste

Here's your two-minute warning, and your game plan for filing your taxes.

Read

IRS Tax Tools You'll Definitely Want to Know About

We've picked out a few of our favorite IRS tax resources for filing prep, tax breaks, trouble paying taxes, and refund status.

Read

Military Tax Basics

Let's look at how taxes work for active-duty military personnel.

Read

Fast-Track the FAFSA

Tips to get your college hopeful their share of student aid.

Read

Filed an Extension? Have your 2014 AGI on hand

The IRS is phasing out the Electronic Filing PIN, because using your prior year AGI is a lot more secure. Here's how to find and use your 2014 AGI.

Read

Best Savings Accounts for Your Tax Refund

If you don't want to spend your tax refund, consider tucking your money away in a savings account.

Read

Tax Checkup-What You Need to Know in September

It may seem odd, but September can actually be a pretty big month for taxes. What should you look out for?

Read

5 Life Events That Affect Your Taxes

Had any big life changes or events in 2017? Let's see if they affect your taxes!

Read

7 Year-End To-Dos if You're Filing Your Own Taxes Next Year

When December rolls around, one of the best presents you can give yourself is to get in all the preparatory steps for tax filing.

Read

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