As a Retiree, What Issues Should I Consider When Reviewing My Tax Return?

A completed tax return is often filed away and forgotten, but for retirees it's one of the better planning documents available. It shows exactly how your income sources, withdrawals, and investments interacted with the tax code over the past year.

A surprising refund or balance due is usually a signal worth investigating, not just accepting. It often points to a withholding, withdrawal, or timing issue worth adjusting for the year ahead.