The Facts About Income Tax Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you. Share | Related Content Estate Management Checklist Is your estate in order? This short quiz may help you assess your overall strategy. Retirement Plan Choices for Small Businesses Retirement choices can be intimidating. Picking the right strategy. 3 Ways to Save Without Tax Deferral Tax deferral versus tax-efficient vehicles like Roth 4019k)s, Roth IRAs and Life Insurance.