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

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.

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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.

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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Tax season opens January 26, 2026, which means that tax forms will be arriving in mailboxes and inboxes soon. Here’s when to expect Forms W-2, 1099 and others—and what to do if they don’t show up on ...