TJ2022
New Member

First year of retirement - need to understand how to file taxes for 2022

Both husband and I retired late 2021.  2022 is first year of retirement with no income (we are using our savings). Not old enough to collect SS.  He gets a small pension which we use for medical, we utilize the HSA for premium payments.

We will not be receiving any W2's, will be receiving 1099's for investment income and then statement for pension.    What is the proper way to file taxes for this year and subsequent years leading up to when we begin SS?

Thank you - metrojetro