Posted on Friday, 9th January 2026 by Dennis Damp

There is no escaping the reach of Uncle Sam; any income received is reported to both you and the IRS on your W-2s and 1099 forms, with few exceptions. Federal employees’ W-2s are sent out by their agency’s payroll department, or they can download copies from OPM’s Employee Express system.   Each year, I receive […]

Tags: 1099 Forms, 1099 R Forms, 1099-k, 1099-S, Annuity 1099-R Changes, Federal Annuity 1099-R Changes, Retirement Income, SAA-1099, Social Security SSA 1099, Tax Form Availability, TSP 1099-R, W-2s
Posted in

• ANNUITIES / ELIGIBILITY
• BENEFITS / INSURANCE
• ESTATE PLANNING
• FINANCE / TIP
• RETIREMENT CONCERNS
• SOCIAL SECURITY / MEDICARE
• SURVIVOR INFORMATION

Posted on Friday, 26th January 2024 by Dennis Damp

The Social Security Administration was the first to send out forms again this year.  Our 1099 R Tax Forms typically aren’t available until the end of January to early February by regular mail. Registered users of OPM’s Retirement Services Website can download their Annuity Statement and 1099 R forms now. 1099 Forms I received my […]

Tags: 1099 R Forms, 1099-DIV, 1099-INT, 1099-S, Federal Employee's Annuity Statements, Free Tax Filing Services, SSA 1099
Posted in

• ANNUITIES / ELIGIBILITY
• BENEFITS / INSURANCE
• ESTATE PLANNING
• FINANCE / TIP
• RETIREMENT CONCERNS
• SOCIAL SECURITY / MEDICARE
• SURVIVOR INFORMATION