Retirement is a journey, and managing its financial aspects shouldn't be a maze. Enter Form 1099-R, a key document that often puzzles many at tax time. This guide is not just about decoding a tax form ...

As you read this in early February, your clients are receiving their annual 1099-R forms that report distributions taken in 2020 from their IRAs and other retirement accounts. Once they look the forms ...

With just two days left until the critical January 31, 2025, deadline, businesses must act quickly to file Forms 1099 and W-2 with the IRS, SSA, and state agencies. Equally important, this date marks ...

Many retirees and people who took Covid-related retirement plan distributions might need some extra time to work through their 2020 tax returns. Those who took distributions from traditional IRAs at ...

The Tax Court held that a criminally forfeited individual retirement account (IRA) distribution transferred directly to the United States was constructively received by the taxpayer and therefore was ...