Retirement Tax Tips
tax guides via RSS
Recent Articles
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…
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…
Boost Your Retirement Savings
For most taxpayers, saving for retirement is the best way to lower your taxes and to build a sizeable nest egg. TurboTax will help you take advantage of the tax deductions related to saving for your retirement. Read more…
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…
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…
More Retirement Articles
Tax Strategies for an Early Retirement
When Does a Senior Citizen on Social Security Stop Filing Taxes?
Tax Tips for Retirement
Are 403(b) Contributions Tax Deductible?
The Golden Years Guide to Tax-Free Retirement
Guide to Schedule R: Tax Credit for Elderly or Disabled
Video: Do Social Security Income Recipients Pay Income Taxes?
Video: Tax Tips for Retirees
Get tax tips and tricks, from quick fixes to long term strategies.
Ready to try TurboTax?
Start for Free-
![]()
Your security.
Here's how
Built into everything we do. -
![]()
TurboTax has tax reform covered,
Learn more
file now!
* Important Offer Details and Disclosures
TURBOTAX ONLINE/MOBILE
- Try for Free/Pay When You File: TurboTax online and mobile pricing is based on your tax situation and varies by product. Absolute Zero $0 federal (forms 1040EZ/1040A) + $0 state limited time offer only available with TurboTax Free Edition; offer may change or end at any time without notice. Actual prices are determined at the time of print or e-file and are subject to change without notice. Savings and price comparisons based on anticipated price increase. Special discount offers may not be valid for mobile in-app purchases.
- QuickBooks Self-Employed Offer with TurboTax Self-Employed and TurboTax Live for Extension Filers: To receive your complimentary subscription to QuickBooks Self-Employed through 10/31/19, you must pay for your 2017 TurboTax Self-Employed or TurboTax Live return between 4/18/18 and 10/15/18 and sign-in and access your QuickBooks Self-Employed account via mobile app or at https://selfemployed.intuit.com/turbotax at least twice by 12/31/18. You will have the option of renewing your QuickBooks Self-Employed subscription by 10/31/19 for another year at the then-current subscription rate. You may cancel your subscription at any time from within the QuickBooks Self-Employed billing section. See QuickBooks.com for price comparison. Offer not valid for existing QuickBooks Self-Employed subscribers already on a paid subscription.
- Pays for itself (TurboTax Self-Employed): Estimates based on deductible business expenses calculated at the self-employment tax income rate (15.3%) for tax year 2017. Actual results will vary based on your tax situation.
- Anytime, anywhere: Internet access required; standard data rates apply to download and use mobile app.
- Fastest refund possible: Fastest tax refund with e-file and direct deposit; tax refund time frames will vary.
- Pay for TurboTax out of your federal refund: A $X.XX Refund Processing Service fee applies to this payment method. Prices are subject to change without notice.
- TurboTax Help and Support: Access to a TurboTax specialist is included with TurboTax Deluxe, Premier, Self-Employed and TurboTax Live; not included with Free Edition (but is available as an upgrade). TurboTax specialists are available to provide general customer help and support using the TurboTax product. SmartLook on-screen help is available on a PC, laptop or the TurboTax mobile app. Service, area of expertise, experience levels, wait times, hours of operation and availability vary, and are subject to restriction and change without notice.
- Tax Advice, Expert Review and TurboTax Live: Access to tax advice and Expert Review (the ability to have a Tax Expert review and/or sign your tax return) is included with TurboTax Live or as an upgrade from another version, and available through October 15, 2018. These services are provided only by credentialed CPAs, EAs or tax attorneys. State tax advice is free. Some tax topics or situations may not be included as part of this service, which shall be determined in the tax expert’s sole discretion. In the event your return is reviewed by a tax expert and requires a significant level of tax advice or actual preparation, the tax expert may be required to sign your return as the preparer at which point they will assume primary responsibility for the preparation of your return. Expert Review [and TurboTax Live] not available on the TurboTax mobile app or when using a web browser on your mobile phone. On-screen help is available on a PC, laptop or the TurboTax mobile app. Service, area of expertise, experience levels, wait times, hours of operation and availability vary, and are subject to restriction and change without notice.
- Tax Return Access and My Docs features: Included with TurboTax Deluxe, Premier, Self-Employed, TurboTax Live or with PLUS benefits. Access to all tax-related documents we have on file for you is available through 10/31/2019. Terms and conditions may vary and are subject to change without notice.
- #1 best-selling tax software: Based on aggregated sales data for all tax year 2016 TurboTax products.
- Most Popular: TurboTax Deluxe is our most popular product among TurboTax Online users with more complex tax situations.
- CompleteCheck: Covered under the TurboTax accurate calculations and maximum refund guarantees.
- #1 rated online tax prep provider: Based on independent comparison of the best online tax software by TopTenReviews.com March 13, 2017.
- Get tips based on your tax and credit data to help get you to where you want to be: Tax and credit data accessed upon your consent.
TURBOTAX CD/DOWNLOAD SOFTWARE
- TurboTax CD/Download products: Price includes tax preparation and printing of federal tax returns and free federal e-file of up to 5 federal tax returns. Additional fees apply for e-filing state returns. E-file fees do not apply to New York state returns. Savings and price comparison based on anticipated price increase. Prices subject to change without notice.
- Fastest refund possible: Fastest tax refund with e-file and direct deposit; tax refund time frames will vary.
- Pay for TurboTax out of your federal refund: A $X.XX Refund Processing Service fee applies to this payment method. Prices are subject to change without notice. This benefit is available with TurboTax Federal products except TurboTax Business.
- About our TurboTax Product Experts: Customer service and product support vary by time of year.
- About our credentialed tax experts: Live tax advice via phone is included with Premier and Home & Business; fees apply for Basic and Deluxe customers. State tax advice is free. Service, experience levels, hours of operation and availability vary, and are subject to restriction and change without notice. Not available for TurboTax Business customers.
- #1 best-selling tax software: Based on aggregated sales data for all tax year 2016 TurboTax products.
- Data Import: Imports financial data from participating companies; may require a free Intuit online account. Quicken and QuickBooks import not available with TurboTax installed on a Mac. Imports from Quicken (2016 and higher) and QuickBooks Desktop (2012 and higher); both Windows only. Quicken import not available for TurboTax Business. Quicken products provided by Quicken Inc., Quicken import subject to change.