Retirement Tax Tips

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Tax Tips After You Retire
Even if your current retirement income plan doesn't provide maximum tax benefits, you can still restructure your payment strategies to optimize your tax results. Read more…

Tax Tips for Retirement
Saving for retirement? TurboTax can help with your 401(k), IRA, stock options, Social Security, pensions, annuities and more. Read more…

What Is the Savers Credit?
The Savers Credit gives a special tax break to low- and moderate-income taxpayers who are saving for retirement. 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…

When to Use Tax Form 1099-R: Distributions From Pensions, Annuities, Retirement, etc.
You should receive a copy of Form 1099-R, or some variation, if you received a distribution of $10 or more from your retirement plan. Read more…

More Retirement Articles

Boost Your Retirement Savings Video: Do Social Security Income Recipients Pay Income Taxes? Guide to Schedule R: Tax Credit for Elderly or Disabled The Golden Years Guide to Tax-Free Retirement Video: Tax Tips for Retirees Are 403(b) Contributions Tax Deductible? Tax Strategies for an Early Retirement Video: Can Disability Beneficiaries File for Taxes?

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