When tax season rolls around, your mailbox might fill up with W-2s and other forms that you'll need to file your return. An Internal Revenue Service (IRS) Form 1099-R might be in the mix if you ...

Closeup of Form 1099-K, Payment Card and Third Party Network Transactions, an IRS information return used to report certain payment transactions to improve voluntary tax compliance. It’s that time of ...

There's plenty to do in January. But there's one item on your to-do list that you might have overlooked. That would be to ...

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 ...