The IRS has issued 2024 versions of Form 1099-R and 5498, as well as their instructions. These forms are used to report information concerning contributions and distributions, including those ...

The IRS has issued the instructions for Forms 1099-R and 5498 for reporting about the 2024 plan year. Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, ...

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, ...

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 ...

Development: Updated forms and instructions available for taxpayers and foreign banks to use to comply with FATCA’s reporting requirements. Takeaway: IRS issues ...