- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Yes. The retirement income is typically reported to you on a Form 1099-R, and should be included in your tax return.
Note, however, that depending on your total income, you may or may not be required to file a tax return. But, even if you are not required to file a tax return, you may want to file a tax return if you are due a refund of federal or state taxes you have paid.
See IRS Publication Table 1 at this link for the filing requirements for most taxpayers.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
‎April 11, 2020
6:11 AM