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.

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

Tax expert Brian Zink shared an essential tax checklist for seniors: organize income docs, verify RMDs, track medical ...

IRS Form 1099-R is issued to you when you take a distribution from your IRA, profit-sharing plans, insurance contracts, pension plan or annuity. If you didn't pay any taxes when you withdrew the money ...

Making a certain amount of cash from pursuing a passion or by having your own side gig means you owe taxes, according to the Internal Revenue Service, but you won’t receive a W-2 form as you would ...

Tax Day is approaching, and soon it will be time to begin assembling forms. If you haven't looked at them yet, all those numbers and letters – W-2, W-9, 1099 – can easily overwhelm you. Some forms are ...

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.

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.