Help with taxes

Tax center

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Tax FAQs

1099 FAQs

Dividends and capital gains distribution information

Deadlines, forms, and filing

April 15: That’s the 2025 deadline for filing your individual tax return.

When are common tax forms mailed?

Why did I get a 1099?

Find the tax form you need from Principal.

Retirement and tax reference guide

Tax basics

Couple sitting on couch looking at computer

5 min read

What are 2026 401(k) and individual retirement account max contribution limits?

Increases to 401(k) and IRA contributions for 2026 give you more options to boost your savings.

A woman using a calculator to calculate her taxes.

7 min read

10 ways you can save on taxes in 2026

Financial planning—for retirement, health care, and beyond—may offer tax-saving strategies to help trim what you owe.

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5 min read

8 things to remember when you file your 2025 taxes

Tax brackets and exemption limits often change from year to year. Check these eight planning to-dos when you file your taxes.

Retirement planning

Man in an outdoor setting looking at his cell phone.

5 min read

When do you pay taxes on your retirement savings? That depends, and some strategy can help you plan

All retirement savings accounts are taxed; the difference is when you pay it—either today or when you start withdrawing.

Two parents and two children playing in backyard with one child learning to ride a bike.

6 min read

What is a Roth IRA and how do I use it to save for retirement?

A Roth IRA offers a unique way to save for retirement: Withdrawals from both contributions and growth are tax-free, and there are no minimum requirements for withdrawal.

3 min read

Want to move money to a Roth IRA? Here's how to decide if it's right for you

Several benefits accompany a Roth IRA conversion, which allows you to move money from pre-tax accounts into this after-tax account. Does it work for your strategy? Find out.

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4 min read

Understanding RMDs: What you need to know about withdrawing from your retirement savings

There’s a lot that goes into planning for your required minimum distributions in retirement, including when you must take them, how much you must take, and more.