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Tax Center

Cross taxes off your to-do list and make the most of the money you’ve earned. Here’s how.

For Principal® customers

Your questions about 1099s, answered.

What are they? When will you receive yours? What do you do once you have it?

Form 1099 FAQs

Get your tax forms online.

It's faster and you can skip the paper.

Log in to switch to e-delivery

Prepare for your taxes today.

Photo of woman preparing her files for tax season.

Tax prep: 5 things you can do right now

Check off a few tasks for the 2021 tax season so you’re ready when it’s time to file.

Photo of woman sitting in her kitchen, filing her taxes on her laptop.

Filing your 2021 taxes: what to remember

Curious how pandemic-related legislation may impact your 2021 taxes? Here are 10 insights and updates to keep in mind when filing.

The subject matter in this communication is educational only and provided with the understanding that Principal® is not rendering legal, accounting, investment advice or tax advice. You should consult with appropriate counsel or other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements.