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Sunday, 5 April 2026

Tax tips for older Americans

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It's Tax Season Sunday! ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌  ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ 
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The Daily Money

ALL THE MONEY NEWS YOU NEED TO KNOW

Sun Apr 5 2026

 

Daniel de Visé Personal Finance Reporter

Hello, happy Sunday, and welcome to a special Tax Season edition of The Daily Money. Between now and Tax Day, we'll steer you to some of our most popular topics and stories about returns, refunds and the IRS.

Today, let's talk about older Americans and taxes.

What is the 'senior bonus'?

A new, temporary "senior bonus" will enable many taxpayers ages 65 and older to deduct up to $6,000 in income from their federal returns, Susan Tompor reports. Plenty of rules and restrictions apply, though, so not everyone will qualify.

If you do qualify, you could see a fatter tax refund — or substantial savings on your tax bill.

Here's another extra deduction for seniors

Seniors can also save money by claiming the larger standard deduction this year, as well as an existing extra deduction for seniors, which ranges up to $2,000.

Americans aged 65 and older may qualify for the additional deduction. The extent of the extra cut is determined by your filing status and other factors. Here are the details.

Don't forget catch-up contributions

Older Americans who are still saving for retirement also have a chance to save more before taxes in 2026.

Contribution limits for 401(k) plans rose for 2026. Catch-up contributions for participants age 50 rose, as well. For employees ages 60, 61, 62 and 63 who participate in the plans, there is an additional "super" catch-up contribution.

Daniel de Visé covers personal finance for USA TODAY. The Daily Money breaks down complex consumer and financial news. Subscribe here.

The AARP Foundation offers free tax filing to low-income seniors during tax season.

The IRS raised the senior tax deduction for 2025. Here's who qualifies, how much you can claim, and what retirees should know before filing.

Tax relief providers act as intermediaries between taxpayers and the IRS, assisting individuals and small businesses.
 

Seniors can save big on taxes using these three tactics

Three items just for older Americans that can help seniors cash in.

Retirees need to carefully review how much money they're having withheld from their pension or annuity payments.    Pension Checkup
 

Are you near 2026 IRS retirement savings caps? Here's what they are

The IRS raised the limit on how much Americans can stash away for retirement in 2026. Here's what they are. How close are you?

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What's a W-2 and 1099? The forms you need as Tax Day nears.

If you're filing your taxes at the last minute, a W-2, W-9 and other forms may be confusing. Here's what to know.

Early filers are seeing slightly higher tax refunds in 2023, according to new IRS data through March 1.
 

How big will my 2026 tax refund be?

Many Americans are seeing smaller tax refunds than predicted, despite the White House saying it is the 'biggest tax refund season ever.' Here's why.

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6 Social Security changes to know for 2026 before filing your taxes

Some of these changes are good, and some are bad. See which will affect you most.

Taxpayers have until April 15 to file their 2023 federal and state of Michigan income tax returns. Millions will file earlier to get their tax refund cash.
 

IRS may owe you a refund from COVID but you'll have to act quickly

Millions of taxpayers may be owed an IRS refund for penalties or interest charged during COVID. You'll have to act quickly if you're one of them.

Tax refunds are expected to be larger on average in the 2026 tax season, especially for those who can claim new deductions included in One Big Beautiful Bill.
 

Will the government shutdown affect your tax refund? How to track it.

Many Americans expect a tax refund this year. Here's how to track your federal tax refund and when it might arrive.

Deadlines you need to know this tax season.     Generic 2018 Calif Tax Form
 

Here are the IRS tax deadlines for 2026

Taxes are due by April 15, 2026, which falls on a Wednesday. If you don't expect to file by then, you can request a six-month extension.

USA TODAY
 

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