IRS Tax Tip 2018-105, July 10, 2018
Retirement can affect someone¡¯s tax situation. Anyone who has retired recently ¡ª or who plans to retire soon ¡ª can visit IRS.gov for 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:
- Individual Retirement Arrangement FAQs ¨C Withdrawals
- Publication 915, Social Security and Equivalent Railroad Retirement Benefits PDF
- Interactive Tax Assistant: Are My Social Security or Railroad Retirement Tier I Benefits Taxable?
- Publication 575, Pension and Annuity Income
- Publication 590-B, Distributions from Individual Retirement Arrangements
- Retirement Topics: Required Minimum Distributions
- Publication 721, Tax Guide to U.S. Civil Service Retirement Benefits
- Retirement Savings Contributions Credit (Saver¡¯s Credit)