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 ...

Tuesday's tax deadline is fast approaching, which means you should have received all your tax forms already. If you haven't looked at them yet, all those numbers and letters — W-2, W-9, 1099 — can ...

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 ...

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 ...

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 ...

Q.: I took advantage of the 2020 RMD rule and returned what I had taken from my IRA thinking there would be no taxes. I just got a 1099-R showing the full RMD. That can’t be right. How do I correct it ...

Kansas government retirees faced significant delays receiving their 1099-R tax forms last year due to issues at a U.S. Postal Service distribution center. The Kansas Public Employees Retirement System ...

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