This book is for preparing 2021 taxes. As your clients enter retirement, there’s tax planning guidance that you can offer so they can receive all the tax benefits of at 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 e-book 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.
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Item Number: E21352
Level: Intermediate
Authors: NATP Staff
Published: 2021
Format: Electronic PDF - 110 Pages
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