Now weeks behind schedule, some federal retirees are still waiting on key tax forms to arrive by mail. Others are struggling ...

Nine House members inquired about reports that constituents have not received physical copies of their 1099-R forms and have ...

The FINANCIAL — As the April tax deadline approaches, some federal retirees say they are still waiting for a document that for years arrived as a matter of routine: Form 1099-R from the Office of ...

Tax Day is coming, and soon it will be time to begin gathering forms. If you haven't looked at them yet, all those numbers and letters – W-2, W-9, 1099 – can easily overwhelm. Some forms are ...

Did you get a distribution of $10 or more from your retirement, pension or annuity accounts? Or maybe you made contributions into a traditional, Roth, SEP or SIMPLE IRA in the preceding year. Perhaps ...

Tax expert Brian Zink shared an essential tax checklist for seniors: organize income docs, verify RMDs, track medical ...

Don't let tax season catch you off guard. We break down the key differences on a W-2 and 1099 forms that directly impact your ...

Before you complete and file your taxes, take a look at these 11 IRS tax forms that you must completely understand before filing your taxes as a retiree.

2020 was an eventful year when it came to IRA required minimum distributions (RMDs), especially for those who took their RMDs before the March 2020 suspension was enacted. Then came rollover relief.

It's no big deal. That was the state’s message to its retirees after it sent them partially mislabeled tax documents. But on Monday, it changed course after the Des Moines Register, alerted to the ...

Add Yahoo as a preferred source to see more of our stories on Google. Tax Day is coming, and soon it will be time to begin gathering forms. If you haven't looked at them yet, all those numbers and ...