Knowing what forms you're getting and why is important so you can ensure that you and your tax preparer have what's needed to ...

OPM told federal retirees who requested paper 1099-R forms that the remaining documents were being mailed this week, and should arrive within five days.

Some states give multiple tax breaks to retirees. Nine states have no income tax, including Washington, which only taxes high earners' capital gains.

There’s no requirement that the form be downloadable, but the Internal Revenue Service does require 1099-INT forms to be ...

It may not be enough of a reason on its own to make a major move, but it's certainly something to consider.

Forbes contributors publish independent expert analyses and insights. I write about investing, retirement, & workplace savings plans. For many people, retirement is viewed as a time when taxes ...

People (ideally) spend decades preparing for retirement, whether it's paying into the Social Security system, stashing money and investing in various retirement accounts or earning a pension. It may ...

As tax season wraps up, reviewing deductions, expenses and retirement contributions can help keep more money in your pocket this year.