Seniors & Retirees
You can get a transcript to view your tax account transactions or line-by-line tax return information for a specific tax year.
Tax Scams/Consumer Alerts
The IRS urges taxpayers not to fall victim to tax scams. If it sounds too good to be true, it probably is.
Required Minimum Distributions
You generally have to start taking withdrawals from your IRA or retirement plan account when you reach age 70½. Roth IRAs do not require withdrawals until after the death of the owner.
Retirement Plan Contribution Limits
There are limits to how much employers and employees can contribute to a plan (or IRA) each year. The limits differ depending on the type of plan.
Life Events That May Have Tax Consequences for Seniors and Retirees
Some events in the lives of seniors and retirees may affect their tax responsibilities. This page contains links to more information.
Replacement Forms SSA-1099 and SSA-1042S
The Social Security Administration (SSA) web site allows you to view, print, save, or mail a replacement Form SSA-1099 and Form SSA-1042S for the prior tax year.
Special Rules for Seniors when deducting medical expenses
Seniors may benefit from a temporary rule (through 2016) for deducting medical expenses.
Publications for Older Americans
A list of publications and forms that address tax issues for retirees and senior citizens.