IRS Tax Tips

Retirees can visit IRS.gov
for helpful tools and resources on IRS Tax Tips

 

Retirement can affect someone’s tax situation and it’s never too early to start planning for next year. Anyone who has retired recently — or who plans to retire soon — can visit IRS.gov for IRS tax tips & information that can help them prepare for filing their taxes next year.

Here are some tools and resources for retirees, all available on IRS.gov:

• Questions about IRAs:
irs.gov/retirement-plans/retirement-plans-faqs-regarding-iras
• Publication 915: Social Security and Equivalent Railroad Retirement Benefits
irs.gov/pub/irs-pdf/p915.pdf
• Interactive Tax Assistant: irs.gov/help/ita
• Publication 575: Pension and Annuity Income:
irs.gov/forms-pubs/about-publication-575
• Publication 590-B: Distributions from Individual Retirement Arrangements
irs.gov/forms-pubs/about-publication-590b
• Publication 721: U.S. Civil Service Retirement Benefits
irs.gov/forms-pubs/about-publication-721
• Retirement Savings Contributions Credit (Saver’s Credit)
irs.gov/retirement-plans/plan-participant-employee/retirement-savings-contributions-savers-credit

For more information: IRS.gov/getready
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