Retiree organizer
For retirees: the statements and distribution forms that most often decide whether a return can move forward.
Organizer · Version 1 · 2 min read · Reviewed by Meridian Review Team · Sep 15, 2026
How to use this organizer
Retirement income arrives from several places. Gather one form per payer.
Retirement income
- Every 1099-R from a pension, annuity or retirement account
- Social Security benefit statement for the year
- Statements for interest and dividends (1099-INT and 1099-DIV)
Healthcare
- Health coverage forms, if you received any
- A note of any large medical expenses your preparer asked about
Home and other
- Property tax records
- A note of any charitable giving your preparer asked about
- Prior-year return, every page
Letters
- Any tax letter you received, scanned and sent to your preparer. Do not share it publicly.
Sending it
Upload through the secure portal. Please do not email statements that show account numbers.