Retirement? Make sure you have these 4 forms before you file your taxes.

Retirement? Make sure you have these 4 forms before you file your taxes.

Robert Powell

USA TODAY Special

  • Did you receive a distribution of $10 or more from your retirement, pension or annuity accounts?
  • Or maybe you made contributions to a Traditional, Roth, SEP, or SIMPLE IRA in the past year.
  • Perhaps you have received more than one 1099 form after the funds reclassified income – this is not unusual.
  • Now is the time to make sure you have all the necessary documents to file your taxes this year.

Before filing your tax return, you must first gather all the information needed to prepare your return.

What kind of information? Well, it’s mostly a bunch of forms that your bank, brokerage firm, mutual fund company, pension plan, insurer and others send to you, usually in January and February of each year. Here’s what you need to know about some of the most important forms:

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