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2023 Tax Return Review Checklist for Retirees

Retirees! Review Your Tax Return with Our Comprehensive Guide

Download our "Tax Return Review Checklist for Retirees" and ensure you're not leaving money on the table:

  • Bunching Deductions: Learn how to optimize your itemized deductions by timing certain expenses strategically.

  • Filing Status Considerations: Understand the implications of recent life events like divorce or the death of a spouse on your tax filing status.

  • Higher Standard Deduction for Seniors: Make sure you're taking advantage of the increased standard deduction if you're 65 or older.

  • Investment Income Review: Get insights into reporting interest, dividends, and capital gains accurately to maximize your tax savings.

  • Required Minimum Distributions (RMDs): Ensure you're complying with IRS rules regarding RMDs.

  • Qualified Charitable Distributions: Explore tax-efficient options for donating from your retirement accounts.
  • Medical and Miscellaneous Tips: Discover how to claim deductions for Large Medical Expenses and explore other tax-saving opportunities in this area