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A Guide to Social Security Tax
Understanding how the Social Security tax impacts you as an individual taxpayer can be complicated. Here, we provide the answers to a few common questions about this tax, from self-employment to receiving benefits. Read more…

When Does a Senior Citizen on Social Security Stop Filing Taxes?
The IRS requires you to file a tax return when your gross income exceeds the sum of the standard deduction for your filing status plus one exemption amount. These filing rules still apply to senior citizens who are living on Social Security benefits. If you are a senior, however, you don't count your Social Security income as gross income. If Social Security is your sole source of income, then you don't need to file a tax return. Read more…

Video: Can Disability Beneficiaries File for Taxes?
Wondering whether you can still file a tax return despite receiving some type of disability income? You may still have to file a return and pay taxes on this income. Watch this video to learn more about disability beneficiaries and how you should file your taxes. Read more…

What is Form 5329: Additional Taxes on Qualified Retirement Plans?
Certain retirement account transactions require you to fill out an additional form with the IRS. Here's when you might need a Form 5329 and how to complete this document. Read more…

4 Tax Credits and Deductions for Retiring Baby Boomers
If you have just retired or are planning retirement, there are key tax deductions and credits that can help you save money. Read more…


More Retirement Articles

States that Don't Tax Military Retirement Tax Benefits of Retirement Accounts: Comparing 401(k)s, 403(b)s, and IRAs IRA Tax Benefits: Taxes on Retirement vs. Non-Retirement Accounts An Early Withdrawal From Your 401(k): Understanding the Consequences FICA and Withholding: Everything You Need to Know Tax Counseling for Seniors and the Elderly Tax Tips for Retirement Boost Your Retirement Savings Are 403(b) Contributions Tax Deductible? When to Use Tax Form 1099-R: Distributions From Pensions, Annuities, Retirement, etc. Video: Do Social Security Income Recipients Pay Income Taxes? What Is the Savers Credit? Taxes in Retirement: 7 Tax Tips for After You Retire Tax Strategies for an Early Retirement Managing Your Retirement Account and Taxes During Economic Uncertainty The Golden Years Guide to Tax-Free Retirement Guide to Schedule R: Tax Credit for Elderly or Disabled Video: Tax Tips for Retirees

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