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.
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Form 5329
Form 5329, issued by the IRS, is used by taxpayers to report and calculate additional taxes on early distributions, excess…
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Form 8889
Using an HSA (health savings account) for your health expenses is a great way to keep track of medical costs.…
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Form 4972
Form 4972 is used by taxpayers and their spouses to determine the tax owed on a qualified lump-sum distribution. Taxpayers choose…
