DavidS127
Expert Alumni

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.

 

 

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