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You are at: Planned Giving > News > Washington News

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Thursday June 4, 2026

Washington News

Washington Hotline

IRS 2026 Tax Filing Reminder of Senior Resources

The Internal Revenue Service (IRS) released guidance outlining updates and key resources for seniors during the 2026 tax filing season. The IRS highlighted the new additional senior deduction, the Earned Income Tax Credit (EITC) and tax return preparation services.

Eligible taxpayers aged 65 and older may claim a new additional deduction of up to $6,000 per individual ($12,000 for married couples filing jointly when both spouses qualify). This additional amount is available regardless of whether the taxpayer itemizes or claims the standard deduction. The deduction phases out at higher modified adjusted gross income (MAGI) levels.

The IRS highlighted that the EITC is available to moderate-income workers and families. The maximum income amount eligible for the deduction for the 2025 tax year is $68,675. Credit amounts will vary based on income, family size and filing status.

In addition to deduction changes, the IRS noted the availability of free tax preparation assistance for qualified taxpayers. Programs such as Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE), as well as services offered through the AARP Foundation Tax-Aide network, provide in-person and, in some cases, virtual support for qualifying individuals. These programs can be valuable for taxpayers navigating Social Security taxation, required minimum distributions (RMDs), retirement account rollovers and other age-specific reporting considerations.

The IRS also reminds taxpayers to review income documentation and account information before filing. Taxpayers receiving Social Security benefits should ensure they have access to accurate Forms SSA-1099 or SSA-1042S, which can be obtained through their online Social Security accounts if replacements are needed. More broadly, the IRS encourages all filers to use their IRS Online Account to review payment history, prior-year adjusted gross income and other relevant data to reduce errors and processing delays.


Published February 20, 2026
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