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 ...

Cancelled and reissued qualified plan distribution checks, particularly to decedents, should be monitored for payment in light of the Internal Revenue Service’s repeated refusal to repay withholding ...

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

The IRS has provided updated guidance on federal tax withholding and reporting obligations for uncashed retirement plan distribution checks and any subsequent reissued payments. Revenue Ruling 2025-15 ...

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 ...

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 main difference between a W-9 and a 1099 is that you fill out a W-9, while the business or entity that is paying you ...