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.

Employers have also issued W-2s, which report wages paid to employees. Other types of income, whether from contract work or investment income, get reported via a 1099 form. These 1099 forms start ...

We break down the complex tax rules for capital gains, pass-through entities, foreign investments and real estate to help you file your taxes in 2026.

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.

In response to a call from a financial advisor in Pennsylvania, the ERISA consultants at the Retirement Learning Center (RLC) address what the tax benefits are for a qualified charitable distribution ...

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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 ...

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

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 ...