Retiree situations are various and range from those with Social Security and interest, to people with pensions, IRAs, Social Security, dividends, interest, stock sales, and self-employment.
TurboTax can help with all tax scenarios. The common retirement income situations are found in the Personal Income section.
Under the section Retirement Plans and Social Security are:
- Social Security (SSA-1099, RRB-1099)
- IRA, 401(k), Pension Plans (1099-R)
- Canadian Registered Pension Income
Each button can help to guide the retired person through the tax return.
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