10/08/2026
Retired this year?
Your tax return may tell two stories: the months you worked and the months after.
Wages earned before retirement still count. Add pension payments, Social Security benefits or retirement-account distributions, and your tax picture may look different from last year’s.
Start by gathering your final pay stub, current benefit and retirement-account statements, and records of any estimated tax payments.
Before year-end, talk with JRJ about what changed — and whether your withholding or estimated payments need attention.
https://jrjtax.com