Older adults have special tax situations and benefits. Understand how that affects you and your taxes. Get general information about how to file and pay taxes, including many free services, by How to file your taxes: step by step. Special interest to older adults Tax Counseling for the Elderly offers free tax return preparation to qualified individuals Publication 554, Tax Guide for Seniors People 65 and older may choose to use Form 1040-SR, U.S. Tax Return for Seniors Do I qualify for the credit for the elderly or disabled? Senior taxpayers frequently asked questions Retirement plans How do I file a deceased person's tax return? Are the life insurance proceeds I received taxable? Social Security income frequently asked questions Pay your estimated tax Report your pension and annuity income Report your civil service retirement income Are my wages exempt from federal income tax withholding? Determine if your retirement income is taxable Use the Interactive Tax Assistant to get retirement income information including pensions, IRAs and Social Security Social Security and railroad retirement benefits Determine if these benefits are taxable Review the tax rules Get your Social Security Benefit Statement (SSA-1099) Income taxes and your Social Security benefit Request to withhold taxes from your Social Security benefits Retirement plans: Pensions and individual retirement arrangements (IRAs) Get answers about distributions and withdrawals Learn the rules for pensions and annuity withholding Distributions from Individual Retirement Arrangements (IRAs), Publication 590-B Required Minimum Distributions (RMDs)
