Taxes

Find tax-planning tips on filing state and federal returns, boosting your tax refund, avoiding IRS penalties and more

map of the United States made of paper currency

These States Don’t Tax Retirement Distributions

Every penny from your nest egg counts when you’re retired

Close up of woman using calculator while going through bills and finances

Tax Breaks to Grab When You Reach 50

Reloj que marca las 11:54 y enseguida la palabra en inglés impuestos

Here Are the Tax Deadlines for 2023

Two piggy banks, labeled Traditional IRA and Roth IRA, stand face-to-face with a roll of money between them.

Is Now a Good Time to Convert to a Roth IRA?

IRA expert Ed Slott answers your questions

removing a piece from a 100-dollar bill jigsaw puzzle

13 Ways to Dodge Early Withdrawal Penalties

Tapping IRA or 401(k) costs less in some cases

an illustration of financial graphics that show a downward direction, superimposed over U.S. currency in the background

How to Take Withdrawals When the Market Is Falling

Keep a cash stash and give stocks time to recover

a red electric SUV is on display at an auto show

Save Money on Electric Vehicles With New Tax Credit

Get up to $7,500 in tax credits for going electric

You can reduce your income in order to pay less taxes on your Social Security.

7 Ways to Reduce Taxes on Social Security Benefits

Moves that lower taxable income

AARP VALUE &
MEMBER BENEFITS

See All

Financial Planning

Interview an Advisor™ Tool

A free resource to help you assess a financial advisor

learn more

See more Financial Planning offers >

{"hideCategory":false,"useAlternateLanguage":false,"headlineIconAltText":"","listItems":[{"categoryTitle":"Financial Planning","categoryUrl":"/membership/benefits/finance/planning/","categoryDeeplinkParam":"finances-financial-planning","isLimitedTimeOffer":false,"offerJson":{"dbr_offer_id":"dbf6ff71293ebc28e62e1bada1dd230f","source_name":"Interview an Advisor™ Tool","offer_title":"Be Better Prepared to Meet With a Financial Advisor","offer_description":"\u003cp\u003eA free resource to help you understand a financial advisor\u0027s credentials, compensation and tips on how to get the conversation started around your needs. \u003c/p\u003e","offer_short_description":"A free resource to help you assess a financial advisor","category_list":"finances","subcategory_list":"finances-financial-planning","tags":[{"tagID":"dbr:finances","title":"Finances","name":"finances","deeplink_url":"/membership/benefits/finance/","deeplink_param_value":"finances","get_offers_url":"/etc/aarp/dbr/ws.api/offers/finances.json","sub_tags":[{"tagID":"dbr:finances/financial-planning","title":"Financial Planning","name":"financial-planning","deeplink_url":"/membership/benefits/finance/planning/","deeplink_param_value":"finances-financial-planning","get_offers_url":"/etc/aarp/dbr/ws.api/offers/finances-financial-planning.json"}]}],"vertical_image_url":"/content/dam/aarp/benefits_discounts/social-mission/finances/258x334-interview-an-advisor-tool-woman-at-desk-looking-at-computer.jpg","image_url":"/content/dam/aarp/benefits_discounts/social-mission/finances/1140x641-interview-an-advisor-tool-woman-at-desk-looking-at-computer.jpg","advertisement_flag":"","advertisement_sort_order":"","merchant_phone":"","merchant_phone_label":"","howto_redeem":"Learn More","howto_redeem_url":"https://campaigns.aarp.org/interviewanadvisor/","howto_redeem_expired":"Renew to Learn More","howto_redeem_expired_link":"https://appsec.aarp.org/mem/renew","howto_redeem_non_member":"Join to Learn More","howto_redeem_non_member_link":"https://secure.aarp.org/applications/membershipChallenge/showChallengeForm.action?appName\u003daccount","howto_redeem_anonymous":"Join to Learn More","howto_redeem_anonymous_link":"https://appsec.aarp.org/mem/join?campaignid\u003dUASMBP1\u0026intcmp\u003dEWHERE-MBCHAE-LP-MMA-JOIN","howto_redeem_desc":"The Interview an Advisor™ tool is available online.","member_exclusive_flag":"no","offer_type":"EverGreen","hideLeavingAARP":"false","interstitial_desc":"You\u0027ll leave AARP.org and go to the website of a trusted provider. The provider\u0027s terms, conditions, and policies apply.","dbr_offer_type":"Social Mission","restrictions":"","lto_daysleft_start_control":30,"is_redeemable_in_person":false,"is_redeemable_only_in_person":false,"state_blacklist":[],"offer_timing":"anytime","line_of_business":"","asi_category":"","analytics_brand":"Interview an Advisor™ Tool","analytics_offerid":"interview-an-advisor-tool","howto_redeem_already_registered_anon":"Member Log In","howto_redeem_already_registered_anon_link":"https://login.aarp.org/online-community/loginform.action","howto_redeem_already_registered_nonmember":"Link your membership","howto_redeem_already_registered_nonmember_link":"https://secure.aarp.org/applications/membershipChallenge/showChallengeForm.action?appName\u003daccount","offer_keywords":["find a financial advisor","retirement planning"," aarp benefits","what does aarp offer","aarp discounts"],"offer_keywords_spanish":["Consejero financiero","Trabajar con un consejero financiero","Consejos sobre finanzas","Aconsejar sobre las finanzas","Ayuda con asuntos financieros","Consejo financiero","Invertir","Cómo invertir","Información financiera","Ayuda con la inversión"],"enable_utm_parameters":"","append_aid_paramter":"","lto_model_heading":"Limited Time Member Offers","lto_advertisement":"Member Exclusive Advertisement","ty_socialMissionFlag":"false","deeplink_param_value":"interview-an-advisor-tool","pixel_learn_more_value":"","howto_redeem_2":"Learn More","howto_redeem_already_registered_nonmember_label":"Already a member?","howto_redeem_already_registered_anon_label":"Already a member?","image_alt_text":"woman at desk looking at computer","image_cdn_uri":"https://cdn.aarp.net/content/dam/aarp/benefits_discounts/social-mission/finances/1140x641-interview-an-advisor-tool-woman-at-desk-looking-at-computer.imgcache.rev4d480858d77fff6d2922f502164a7a86.jpg","tab_label_offer_details":"Details","tab_label_restrictions":"Disclosures","geoloc_tab_label":"Locations","disclaimer_label":"","geoloc_provider_legal_info":"","geoloc_miles_label_text":"Miles","geoloc_show_results_within_label_text":"Show results within","geoloc_see_more_button_text":"See More","geoloc_find_location_label":"Find a Location","geoloc_total_results_label":"Result(s)","geoloc_no_results_view_message":"There are no locations within a 100 mile radius. Please try another location","geoloc_tab_hint_text":"Enter an address, city, or ZIP","geoloc_mobile_list_cta":"LIST VIEW","geoloc_mobile_list_cta_url":"","geoloc_mobile_map_cta":"MAP VIEW","geoloc_mobile_map_cta_url":"","geoloc_provider_link_cta_url":"","geoloc_experience_type":"","ty_ctaText":"Continue","geoloc_hide_tab":"true","ty_interstitialText":"Thanks for visiting aarp.org! Come back again to check out all of the AARP Member Benefits and unlock the full power of membership.","howto_redeem_label":"How to Access","ty_interstitialDesc":"Come back again to check out all of the AARP Member Benefits and unlock the full power of membership.","ty_cancelText":"Cancel","ty_interstitialTitle":"Thanks for visiting aarp.org!","lto_daysleft":"Days Left","provider_logo_alt_text":"red toolbox icon logo","provider_logo_cdn_uri":"https://cdn.aarp.net/content/dam/aarp/benefits_discounts/social-mission/icons/red-toolbox-logo-icon.imgcache.rev865c4705c088b1c214b07063a3122af7.png","geoloc_hide_see_more_button":"false","geoloc_provider_link_cta":"","offer_page_path":"/benefits-discounts/all/interview-an-advisor-tool/","redemption_content":"","show_phone_number_above_cta":"","restrictions_label":"Disclosures","show_state_availability":"","state_availability_text":"SEE AVAILABILITY IN YOUR STATE","hideRestrictionsTab":"true","ltos":[]},"parentOfferJson":{}}]}

MEMBER BENEFIT

Health & Wellness

AARP® MyVision Care provided through EyeMed

Vision plans exclusively for members starting at $4.38/month

learn more

See more Health & Wellness offers >

{"hideCategory":false,"useAlternateLanguage":false,"headlineIconAltText":"","listItems":[{"categoryTitle":"Health \u0026 Wellness","categoryUrl":"/membership/benefits/health/","categoryDeeplinkParam":"healthandwellness","isLimitedTimeOffer":false,"offerJson":{"dbr_offer_id":"ffcd65853f88066ba9b641f3a8b6b87e","source_name":"AARP® MyVision Care provided through EyeMed","offer_title":"Vision Insurance","offer_description":"\u003cp\u003eMembers have access to three unique vision plans, starting at $4.38/month. All plans include comprehensive eye exams with a maximum copay of $10, diabetic and loss-of-sight benefits, additional discounts and more.\u003c/p\u003e","offer_short_description":"Vision plans exclusively for members starting at $4.38/month","category_list":"healthandwellness,insurance","subcategory_list":"insurance-healthcare","tags":[{"tagID":"dbr:healthandwellness","title":"Health \u0026 Wellness","name":"healthandwellness","deeplink_url":"/membership/benefits/health/","deeplink_param_value":"healthandwellness","get_offers_url":"/etc/aarp/dbr/ws.api/offers/healthandwellness.json","sub_tags":[]},{"tagID":"dbr:insurance","title":"Insurance","name":"insurance","deeplink_url":"/membership/benefits/insurance/","deeplink_param_value":"insurance","get_offers_url":"/etc/aarp/dbr/ws.api/offers/insurance.json","sub_tags":[{"tagID":"dbr:insurance/healthcare","title":"Healthcare","name":"healthcare","deeplink_url":"/membership/benefits/insurance/healthcare/","deeplink_param_value":"insurance-healthcare","get_offers_url":"/etc/aarp/dbr/ws.api/offers/insurance-healthcare.json"}]}],"vertical_image_url":"/content/dam/aarp/benefits_discounts/providers/eyemed/258x334-woman-in-mask-glasses.jpg","image_url":"/content/dam/aarp/benefits_discounts/providers/eyemed/1140x641-woman-in-mask-glasses.jpg","advertisement_flag":"","advertisement_sort_order":"","merchant_phone":"1-844-243-4584","merchant_phone_label":"or, call EyeMed at","howto_redeem":"Learn More","howto_redeem_url":"https://aarpmyvisioncare.com/?utm_source\u003dAARPModal\u0026utm_medium\u003dWeb","howto_redeem_expired":"Renew to Learn More","howto_redeem_expired_link":"https://appsec.aarp.org/mem/renew","howto_redeem_non_member":"Join to Learn More","howto_redeem_non_member_link":"https://secure.aarp.org/applications/membershipChallenge/showChallengeForm.action?appName\u003daccount","howto_redeem_anonymous":"Join to Learn More","howto_redeem_anonymous_link":"https://appsec.aarp.org/mem/join?campaignid\u003dUASMBP1\u0026intcmp\u003dEWHERE-MBCHAE-LP-MMA-JOIN","howto_redeem_desc":"Plans details and pricing can be found on the EyeMed website. Plan benefits and rates may vary by state.","member_exclusive_flag":"no","offer_type":"EverGreen","hideLeavingAARP":"","interstitial_desc":"You\u0027ll leave AARP.org and go to the website of a trusted provider. The provider\u0027s terms, conditions, and policies apply.","dbr_offer_type":"discount","restrictions":"\u003cp\u003eAARP commercial member benefits are provided by third parties, not by AARP or its affiliates. Providers pay a royalty fee to AARP for the use of its intellectual property. These fees are used for the general purposes of AARP. Some provider offers are subject to change and may have restrictions.\u003c/p\u003e\u003cp\u003e\u003cb\u003eState Availability\u003c/b\u003e\u003c/p\u003e\u003cp\u003eNot available in Massachusetts, Montana, North Carolina, Puerto Rico, the U.S. Virgin Islands, American Samoa, Guam and the Northern Mariana Islands. \u003c/p\u003e","lto_daysleft_start_control":30,"is_redeemable_in_person":false,"is_redeemable_only_in_person":false,"state_blacklist":["AL","AL","AL","AL","AL"],"offer_timing":"anytime","line_of_business":"ASI healthcare","asi_category":"ASI Healthcare \u0026 Insurance","analytics_brand":"EyeMed Vision Insurance | AARP® MyVision Care provided through EyeMed","analytics_offerid":"eyemed-vision-insurance","howto_redeem_already_registered_anon":"Member Log In","howto_redeem_already_registered_anon_link":"https://login.aarp.org/online-community/loginform.action","howto_redeem_already_registered_nonmember":"Link your membership","howto_redeem_already_registered_nonmember_link":"https://secure.aarp.org/applications/membershipChallenge/showChallengeForm.action?appName\u003daccount","offer_keywords":["Members","Benefits","Vision","EyeMed","MyVision","Care","MyVision Care","Eyemed","Vision discount","Vision benefit","Vision savings","vision plans","eyesight benefits","Eye Exam","savings on glasses","savings on eye exams","eye exams","eye exam savings","eye exam discounts","eye exam discount","eye treatment","eye test","eye","eyes","vision insurance","eye glasses","contacts","EyeMed MyVision Care","vision care","vision care savings","vision care discounts","vision care deals","vision care benefit","eye med","health","wellness","health and wellness","vision","glasses","sight","contacts","prescription contacts","prescription glasses","Health \u0026 Wellness","health discount","health discounts","eyewear discount","eyewear discounts","vision plan","vision plan discount","vision insurance","eye insurance","aarp vision insurance","vision plans","diabetic vision exams","diabetic vision exam","loss of sight","myvision","my vision","eye sight","eyesight","glasses discount","glasses savings","glasses discounts"],"offer_keywords_spanish":["Visión","EyeMed","MyVision","cuidados","socios","beneficios","MyVision Care","Eyemed","descuento oftalmológico","beneficio oftalmológico","ahorros oftalmológicos","planes oftalmológicos","beneficios para la visión","examen de visión","seguro oftalmológico","anteojos","lentes de contacto","EyeMed MyVision Care","cuidado de la vista","ahorros en el cuidado de la vista","descuentos del cuidado de la vista","ofertas para el cuidado de la vista","beneficio oftalmológico","eye med","salud","bienestar","salud y bienestar","vista","lentes","visión","lentes de contacto","lentes de contacto recetados","anteojos recetados","Health \u0026 Wellness","descuento de salud","descuentos de salud","descuento en lentes","descuentos en lentes","plan oftalmológico","descuento de plan oftalmológico","seguro oftalmológico","seguro para la vista","seguro oftalmológico de aarp","planes oftalmológico","pruebas oftalmológicas para diabéticos","prueba oftalmológica para diabéticos","pérdida de visión","myvision","my vision","vista","visión","descuento en anteojos","ahorros en anteojos","descuentos en anteojos","ahorros en lentes","ahorros en pruebas de la vista","pruebas de la vista","ahorros en pruebas de la visión","descuentos de pruebas de la vista","descuento de prueba de la vista","tratamiento oftalmológico","prueba de ojos","ojo","ojos"],"enable_utm_parameters":"","append_aid_paramter":"","lto_model_heading":"Limited Time Member Offers","lto_advertisement":"Member Exclusive Advertisement","ty_socialMissionFlag":"true","deeplink_param_value":"eyemed-vision-insurance","pixel_learn_more_value":"NzcSWpn0","howto_redeem_2":"Learn More","howto_redeem_already_registered_nonmember_label":"Already a member?","howto_redeem_already_registered_anon_label":"Already a member?","image_alt_text":"Portrait mature woman in glasses and face mask","image_cdn_uri":"https://cdn.aarp.net/content/dam/aarp/benefits_discounts/providers/eyemed/1140x641-woman-in-mask-glasses.imgcache.rev0c294c580ee44787e758816f4c329a1c.jpg","tab_label_offer_details":"Details","tab_label_restrictions":"Disclosures","geoloc_tab_label":"Locations","disclaimer_label":"","geoloc_provider_legal_info":"You will leave AARP.org and go to the website of a trusted provider. The provider’s terms, conditions, and policies apply.","geoloc_miles_label_text":"Miles","geoloc_show_results_within_label_text":"Show results within","geoloc_see_more_button_text":"See More","geoloc_find_location_label":"Find a Location","geoloc_total_results_label":"Result(s)","geoloc_no_results_view_message":"There are no locations within a 100 mile radius. Please try another location","geoloc_tab_hint_text":"Enter an address, city, or ZIP","geoloc_mobile_list_cta":"LIST VIEW","geoloc_mobile_list_cta_url":"","geoloc_mobile_map_cta":"MAP VIEW","geoloc_mobile_map_cta_url":"","geoloc_provider_link_cta_url":"","geoloc_experience_type":"","ty_ctaText":"Continue","geoloc_hide_tab":"true","ty_interstitialText":"Thanks for visiting aarp.org! Come back again to check out all of the AARP Member Benefits and unlock the full power of membership.","howto_redeem_label":"How to Access","ty_interstitialDesc":"Come back again to check out all of the AARP Member Benefits and unlock the full power of membership.","ty_cancelText":"Cancel","ty_interstitialTitle":"Thanks for visiting aarp.org!","lto_daysleft":"Days Left","provider_logo_alt_text":"My Vision Care","provider_logo_cdn_uri":"","geoloc_hide_see_more_button":"false","geoloc_provider_link_cta":"Learn more about this benefit by visiting the provider website","offer_page_path":"/benefits-discounts/all/eyemed-vision-insurance/","redemption_content":"","show_phone_number_above_cta":"","restrictions_label":"Disclosures","show_state_availability":"true","state_availability_text":"SEE AVAILABILITY IN YOUR STATE","hideRestrictionsTab":"","ltos":[]},"parentOfferJson":{}}]}

AARP Membership

Access exclusive discounts, programs, & services
Double down with a FREE second membership
Get a FREE subscription to AARP The Magazine
Earn 50% more points with AARP’s Loyalty Program
And much more!

$12 for your first year when you sign up for automatic renewal

Join Now

Learn More

State Tax Insights

illustrated road sign says Tax Free, Next Exit and has an arrow pointing the way

9 States That Don't Have an Income Tax

But consider all other taxes before you move

the back of a service member carrying duffel as he returns home and walks to front door

How Do States Tax Military Retirement Pay?

Check the rates where you live

calculator and estate asset document representing the concept of death taxes

17 States With Estate Taxes or Inheritance Taxes

What you may have to pay

Man holding calculator looking confident

1040 Tax Calculator

Enter your filing status, income, deductions and credits and we will estimate your total taxes. Based on your projected tax withholding for the year, we can also estimate your tax refund or amount you may owe the IRS next April.

Get Estimate

MORE RESOURCES