👴👵 Income Tax Mistakes to Avoid in Retirement (AARP Article)

SummerOnTheWay1 — Wed, 04 Feb 2026 23:30:22 GMT

FROM THE ARTICLE.

8 Costly Tax Mistakes Retirees Make.

Find out how to avoid these pitfalls.

By Martha C. White, AARP. Published February 03, 2026.

Retirement might free you from the grind of working daily, but when it comes to preparing your tax return, a little extra legwork can prevent you from making some expensive errors. This year in particular, retirees — and taxpayers 65 and older who are still in the workforce — have a slew of new rules, deductions and changes to keep in mind.

Here are eight costly mistakes tax pros say you should avoid and their recommendations for what to do instead.

USE LINK BELOW TO READ THE ARTICLE.

https://www.aarp.org/money/taxes/avoid-costly-tax-mistakes/

Re: 👴👵 Income Tax Mistakes to Avoid in Retirement (AARP Article)

GailL1 — Wed, 04 Feb 2026 23:58:52 GMT

I cannot believe they (AARP) didn’t say a word in the article about timing of an IRA to ROTH Conversions in order to avoid IRMAA assessments when you are within 2-tax years of getting Medicare Part B - Same thing with selling one’s home if captital gains are in play.

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👴👵 Income Tax Mistakes to Avoid in Retirement (AARP Article)

Re: 👴👵 Income Tax Mistakes to Avoid in Retirement (AARP Article)