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#066 - Common tax forms retirees get at tax return time
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/BoomerBenefits
- Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
- YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
- Retirement Planning Education website - www.RetirementPlanningEducation.com
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By Andy Panko
4.9
10081,008 ratings
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/BoomerBenefits
- Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
- YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
- Retirement Planning Education website - www.RetirementPlanningEducation.com
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