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Retirees can file their taxes in most of the same places the average taxpayer can. At 1040.com, we’ve streamlined the tax-filing process into an interview style, making it simple for anyone to use.
The key to a smooth e-filing experience is to gather your income and expense documents before beginning the interview. 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
For deductible expenses, check the mail for items like mortgage interest, charitable donations, property taxes paid throughout the year, and dependent care. Hopefully you also have any medical bills stored for easy access.