#066 - Common tax forms retirees get at tax return time

16/03/2023 40 min
#066 - Common tax forms retirees get at tax return time

Listen "#066 - Common tax forms retirees get at tax return time"

Episode Synopsis

Summary of the various tax forms retirees are likely to receive at tax return time. Discusses 1099s, 5498's, 1095's and more!Links in this episode:Boomer Benefits Facebook group - https://www.facebook.com/groups/BoomerBenefitsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com

More episodes of the podcast Retirement Planning Education, with Andy Panko