The IRS Will Give You These 9 Things After 65 (But Only If You Ask)

After 65, the IRS will give retirees and seniors these 9 things, but only if you ask: unclaimed tax refunds and the 3-year amended return (Form 1040-X), Medicare premium and nursing home medical expense deductions, the Credit for the Elderly (Schedule R), free tax prep for seniors (Tax Counseling for the Elderly, VITA), the missed RMD penalty waiver (Form 5329), the retiree underpayment penalty waiver (Form 2210), IRS First Time Abate penalty relief, the free Identity Protection PIN, and stopping an IRS levy on your Social Security check (economic hardship, currently not collectible). Tax help for Social Security, Medicare, IRA and fixed-income retirees. Get The Senior EXEMPT Playbook (the guide from the QR code in this video): every bill you are legally allowed to stop paying after 65, in one guide: https://senior-exempt-playbook.netlify.app Chapters: 0:00 9 things the IRS gives you if you ask 1:24 The refund you never claimed 3:14 Deducting Medicare and nursing home costs 5:42 The tax credit for seniors 65+ 7:54 Free tax preparation 9:12 The missed RMD penalty waiver 11:27 The retiree underpayment waiver 13:28 First time penalty forgiveness 15:37 The free Identity Protection PIN 17:03 Stopping the IRS levy on Social Security 19:46 Your 9-step checklist DISCLAIMER: This video is for general educational and informational purposes only and is not tax, legal, investment, or financial advice. IRS rules, dollar limits, and deadlines change, and every situation depends on its own facts. Always confirm your situation with the IRS, the Taxpayer Advocate Service, or a licensed tax professional before acting. #SocialSecurity #SeniorFinance #RetirementIncome