$150
Retirement Income Taxes in Central Ohio
Retirement income tax filing covers Social Security, pensions, IRA distributions, and 401(k) withdrawals on your return.
Retirement income tax filing covers Social Security, pensions, IRA distributions, and 401(k) withdrawals on your return. We prepare returns for retirees in Columbus and surrounding Central Ohio and explain how much of your retirement income is taxable.
What We Handle
- SSA-1099 Social Security benefit reporting
- 1099-R pension and IRA distribution reporting
- Taxable vs. non-taxable portion calculations
- Required minimum distribution (RMD) guidance
- Ohio retirement income credit when applicable
Pricing
Retirement income returns start at $150. Additional forms for multiple income sources may increase the fee — we quote before filing.
Frequently Asked Questions
Is my Social Security taxable?
It depends on your total income. We calculate the taxable portion using the IRS worksheet.
Do I pay Ohio tax on my pension?
Ohio generally taxes retirement income, but credits may apply for certain pensions. We review your specific income sources.
What is a required minimum distribution?
After age 73, most retirement accounts require annual withdrawals. We report RMDs on your return and explain the tax impact.
Ready to get started? Call (380) 269-7408 or visit us at 3185 Morse Rd, Suite 15, Columbus, OH 43231. Walk-ins welcome Mon–Fri 9am–6pm and Sat 10am–4pm.