Retirement and Investment Tax Forms

These forms are used to report income from retirement accounts and investments. They help taxpayers claim deductions and manage taxes on capital gains, dividends, and retirement withdrawals. Examples include Forms 1099-R, 8606, and Schedule D.

  • Form 8889

    Form 8889

    Using an HSA (health savings account) for your health expenses is a great way to keep track of medical costs.…

  • Form 4972

    Form 4972

    Form 4972 is used by taxpayers and their spouses to determine the tax owed on a qualified lump-sum distribution. Taxpayers choose…

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