Tax Return Tips for Seniors

IRS Return Tips

IRS tips for seniors on avoiding tax return processing errors that cause refund delays.

Publication curtesy of IRS Dallas Local Taxpayer Advocate Office January 2022

Tips for Avoiding Tax Return Processing Errors that Cause Refund Delays

  • Use your Form W-2, Wage and Tax Statement, not your pay stub, to report your income.
  • Double-check to ensure that all information on your tax return is correct.
  • Be aware of tax return preparation software that imports prior year data automatically.
  • Attach all required tax forms and schedules when you submit your tax return.
  • Include all income to prevent underreporting. You may receive a Form SSA-1099, Social Security Benefit Statement, for Social Security benefits and/or a Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc., for pension income. You should include this income on your Form 1040, U.S. Individual Income Tax Return or Form 1040-SR, U.S. Income Tax Return for Seniors, in addition to any other income you may have received during the year.

Information and Resources



Contact Julie Krawczyk, Elder Financial Safety Center Director at 214-525-6157.

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