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Video: Tax Tips for Retirees

Written by a TurboTax Expert • Reviewed by a TurboTax CPAUpdated for Tax Year 2024 • October 16, 2024 1:16 AM
OVERVIEW

Learn how to minimize the amount of taxes you owe each year with these tax tips for retirees. Watch this short video for small tips that can make big savings when taxes are due.

TABLE OF CONTENTS

Video transcript:

Hello I’m Nick from TurboTax, with some helpful tax tips for retirees.

Now that you’re retired, the last thing on your mind is likely to be your federal income tax. But there are still ways you can minimize the amount you owe each year.

It’s likely you receive monthly Social Security benefits, but did you know that it’s possible for the IRS to tax some of those payments? This only happens if the other income you receive is too high.

Generally, if all your other income plus 50% of your social security benefits exceed a certain threshold for your filing status, then you will end up paying some tax on your benefits.

If you do pay some income tax on those benefits, there are other things you can do to limit the impact of those taxes.

One option is to make some tax-exempt investments to replace some of the taxable ones you own. This way you reduce your overall tax and can possibly keep your Social Security benefits in the lower tax brackets. An example of this type of investment is state and local municipal bonds. The interest you earn on those bonds are exempt from federal tax, and in some cases it may also be exempt from state income tax.

One other way to reduce your tax liability is by claiming a tax credit for the elderly and disabled, should you qualify for one. As long as you’re at least 65 years old, file a joint return if married, and meet other income requirements, it can be a valuable tax reduction tool.

With TurboTax Live Full Service, a local expert matched to your unique situation will do your taxes for you start to finish. Or, get unlimited help and advice from tax experts while you do your taxes with TurboTax Live Assisted.

And if you want to file your own taxes, you can still feel confident you'll do them right with TurboTax as we guide you step by step. No matter which way you file, we guarantee 100% accuracy and your maximum refund.

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The above article is intended to provide generalized financial information designed to educate a broad segment of the public; it does not give personalized tax, investment, legal, or other business and professional advice. Before taking any action, you should always seek the assistance of a professional who knows your particular situation for advice on taxes, your investments, the law, or any other business and professional matters that affect you and/or your business.

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  • Child Tax Credit (CTC)
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  • Taxable qualified retirement plan distributions

Examples of situations not included in a simple Form 1040 return:

  • Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions
  • Unemployment income reported on a 1099-G
  • Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers)
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