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

Access your tax forms online.

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Answers to common tax questions

Tax FAQs

Form 1099 FAQs

Tax form descriptions

Read what tax forms you may receive

Prepare for your taxes today.

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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.

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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.

Stay informed on your tax situation

Review past distributions and capital gains information here.

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.