IRS Form 1099-R is issued to you when you take a distribution from your IRA, profit-sharing plans, insurance contracts, pension plan or annuity. If you didn't pay any taxes when you withdrew the money ...

Forms 1099 report a wide range of taxable income to the Internal Revenue Service (IRS). Issuers of these payments are ...

NORTH PALM BEACH, Fla. (Bankrate.com) -- If you received interest or dividend income, sold a stock or worked as an independent contractor, you'll get some version of the Internal Revenue Service Form ...

If you own an IRA or Roth IRA, here are some tips regarding tax forms you must file--or should file even if not required. It's not always self-evident how the recipient is supposed to report IRA ...

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 ...

Any employer who pays you during the year for employment must send you a 1099 form by January 31st. This could be a business or even a government entity. The 1099 form, however, can have different ...

Saving for retirement can take your entire career, but when it comes time to retire, you want to make sure your savings work as hard as they can for you. With tax-favored accounts like IRAs, 401(k)s, ...

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 ...