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Tax Issues for Seniors textbook (2022)

Tax Issues for Seniors textbook (2022)

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This book is for preparing 2022 taxes. As your clients enter retirement, there’s tax planning guidance that you can offer so they can receive all the benefits available in their new stage of life. From their first years of retirement, we’ll cover how to report Social Security benefits and plan for required minimum distributions from retirement plans. This course also covers the later stages of retirement and explains how to report long-term insurance proceeds and expenses and when it makes financial sense to create a life estate. This book will help you prepare forms for Form 1040.

Topics include:

  • Evaluating credits and deductions senior taxpayers may claim
  • Reporting long-term care expenses and proceeds
  • Determining the taxable amount of various payments received in retirement
  • Solving unique problems when receiving Social Security benefits
  • Identifying tax benefits children may claim for elderly parents
  • Summarizing the rules for required minimum distributions
  • The advantages and disadvantages of life estates

Product Details:

Item Number: 22352

Level: Intermediate

Authors: NATP Staff

Published: 2022

Format: Print

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