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 ...

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.

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 ...

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.

There's plenty to do in January. But there's one item on your to-do list that you might have overlooked. That would be to ...