1. AARP Foundation Tax-Aide Online Tax Assistance
  2. Income: wages, interest, retirement, sale of property, etc.
  3. Retirement Income

Retirement Income

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  • Are Roth IRA conversions taxable?
  • I received a lump-sum Social Security benefit covering several prior years. How do I report that on my tax return?
  • I started receiving Social Security this year - will it be taxable?
  • Are my company pension benefits taxable?
  • Can you withdraw funds from a pension before age 59½ and avoid the early withdrawal penalty?
  • Are there any tax consequences if you roll over your 401(k) into an IRA?
  • I withdrew money from an IRA. How do I report it?
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