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.

Here's what you should know about the form 1099-MISC, Miscellaneous Income: A form 1099, Miscellaneous Income, is a "catch all" form. It's used to report income that can't be neatly categorized ...

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 tax refund.

Those who hire independent contractors should file Form 1096 with their taxes when reporting non-employee compensation to the IRS by mail. Tax documentation can be a complex landscape for employers, ...

Preparing for tax season can be overwhelming. However, understanding the key forms you'll encounter can help avoid tax debt and get ahead financially. Whether you're a seasoned filer or handling taxes ...

Tax season is officially in full swing. The Internal Revenue Service (IRS) began accepting paper and electronically filed returns on Tuesday, January 19, 2016; the due date for tax returns is Monday, ...

Retirement is a journey, and managing its financial aspects shouldn't be a maze. Enter Form 1099-R, a key document that often puzzles many at tax time. This guide is not just about decoding a tax form ...

Your financial adviser may have presented you with a new compliance form called Form CRS. This form is now being required to be sent to clients by the Securities and Exchange Commission (SEC), which ...

Every direct employee of a company receives a W-2 form in January. The W-2 is the base document that defines your tax obligations, so it is important that you review and understand yours. However, ...