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 ...

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 ...

2020 was an eventful year when it came to IRA required minimum distributions (RMDs), especially for those who took their RMDs before the March 2020 suspension was enacted. Then came rollover relief.

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 ...

Did you get a distribution of $10 or more from your retirement, pension or annuity accounts? Or maybe you made contributions into a traditional, Roth, SEP or SIMPLE IRA in the preceding year. Perhaps ...

There's less than a week until tax season kicks off on Jan. 27 — and investors may have more options to file returns for free than in previous years. Plus, retirees may receive Form 1099-R for ...

Clarifying Form 1099-R would help the Internal Revenue Service identify more taxpayers who are underreporting their retirement income, according to a new report. The report, from the Treasury ...

Question: What tax forms should I be receiving before tax-filing season, and when should I expect to get them? Answer: Your employer should be sending your Form W-2 to you by the end of January. In ...