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Kiplinger
Kiplinger
Business
Evan T. Beach, CFP®, AWMA®

The Tax Forms Retirees Are Receiving in 2026 and What They're For

(Image credit: Getty Images)

I'm an IRS enrolled agent, which in IRS terms is the highest license it issues to prepare taxes and represent taxpayers. The reality of the situation is that I have the same unhappy and annoyed feelings you do every time tax season rolls around.

As you start or, if you were a straight-A student in high school, wrap up this annual journey, I would encourage you to make sure you are not missing any forms. This seems obvious, but every single year, we catch issues on prospective client returns that necessitate amended returns.

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