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

Our two top picks for pain-free tax prep in 2026 face off on ease of use, coverage, support, mobile apps, and more.

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.

Have you ever wished you could simply wipe away your retirement tax burden while supporting the causes you care about? It sounds too good to be true, right? Yet there's a perfectly legal strategy ...

Believe it or not, it's possible to prepare and file your income taxes without spending a dime. We've reviewed the leading online tax services to help you find the top free options.

Certain payments constituting income require the payor to prepare, furnish, and file certain information statements and returns, both to the payee and to IRS, even when the payor is not the taxpayer ...

The ERISA consultants at the Retirement Learning Center (RLC) Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement ...

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The ordinary dividends in the tables above are “qualified REIT dividends” for purposes of Internal Revenue Code section 199A, reported in Box 5 of Form 1099-DIV. The capital gains in the tables above ...

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 ...

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 ...