Seniors

TexasProgresive

(12,285 posts) Thu Feb 4, 2016, 02:31 PM Feb 2016

Retired last March so this is my first time to file income tax

I have 2 months wages, 10 months SS and pension. I have always filed my on tax forms but I'm not sure what forms I need to file. I usually file 1040 long form because I have to claim a small amount of farm income and royalties. Any help would be appreciated. Thanks.

8 replies

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Retired last March so this is my first time to file income tax (Original Post) TexasProgresive Feb 2016 OP

I'll give this a little kick for you. lamp_shade Feb 2016 #1

Thanks TexasProgresive Feb 2016 #4

It's not a form but a couple of worksheets DavidDvorkin Feb 2016 #2

Thanks TexasProgresive Feb 2016 #5

I would consider spending the $30 or $40 for one of the "online" programs. Hoppy Feb 2016 #3

Thanks TexasProgresive Feb 2016 #6

In my area, there are volunteer tax preparers for seniors. Curmudgeoness Feb 2016 #7

I use E-file.com trof Feb 2016 #8

lamp_shade

(15,092 posts)

1. I'll give this a little kick for you.

Reply to TexasProgresive (Original post)

Thu Feb 4, 2016, 03:03 PM

Feb 2016

TexasProgresive

(12,285 posts)

4. Thanks

Reply to lamp_shade (Reply #1)

Thu Feb 4, 2016, 04:48 PM

Feb 2016

DavidDvorkin

(19,889 posts)

2. It's not a form but a couple of worksheets

Reply to TexasProgresive (Original post)

Thu Feb 4, 2016, 03:13 PM

Feb 2016

Last edited Thu Feb 4, 2016, 04:04 PM - Edit history (1)

One is to determine the taxable part of your SS. The other is to determine the taxable part of your pension. (With luck. it will 0% or close for SS, because you only received two months' wages.)

I think both of those worksheets are contained in the big instruction book. The IRS used to send those out in printed form, but now you'll need to download it from the IRS Web site.

TexasProgresive

(12,285 posts)

5. Thanks

Reply to DavidDvorkin (Reply #2)

Thu Feb 4, 2016, 04:48 PM

Feb 2016

Hoppy

(3,595 posts)

3. I would consider spending the $30 or $40 for one of the "online" programs.

Reply to TexasProgresive (Original post)

Thu Feb 4, 2016, 03:13 PM

Feb 2016

There doesn't seem to be much in the way of complicated income to worry about.

The next year, you can use the online program as a template to do your own.

TexasProgresive

(12,285 posts)

6. Thanks

Reply to Hoppy (Reply #3)

Thu Feb 4, 2016, 04:49 PM

Feb 2016

Curmudgeoness

(18,219 posts)

7. In my area, there are volunteer tax preparers for seniors.

Reply to TexasProgresive (Original post)

Thu Feb 4, 2016, 09:15 PM

Feb 2016

It is usually just for rather simple returns, but you might be able to get help from them if they do that around you. Check senior centers or maybe the AARP website to see if they do that there.

trof

(54,273 posts)

8. I use E-file.com

Reply to TexasProgresive (Original post)

Mon Feb 8, 2016, 12:32 PM

Feb 2016

Online and pretty easy.

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