Keen On Retirement

Don't Let the 16 Variations of This Tax Form Mess Up Your Tax Return

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Synopsis

Whether you're a long-term retiree or are on the glide slope, it's that time of year again to collect all of your various documents and prepare to file your taxes. Where your income is coming from, how it's reported, what forms you use, what has been withheld -- these are all things that need to be gathered and accounted for. It can be confusing and it seems that so much continues to change with respect to filing your tax returns. On today's show, we offer some timely and helpful advice on things we see the most in our firm during tax season. This episode will be especially helpful if you're new to the various 1099 forms.