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 ...

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, ...

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 ...

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 ...

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 ...

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 ...

Forbes contributors publish independent expert analyses and insights. Peter J Reilly is a Forbes contributor who covers taxes. This article is more than 9 years old. Life insurance is actually a ...

The Internal Revenue Service warned authorized electronic filing providers Tuesday that they should not submit electronic tax returns to the IRS before receiving all Forms W-2, W-2G, and 1099-R from ...

Filers are required by the IRS to furnish 2011 1099-R forms (Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.) to recipients by January 31, ...

A variety of 1099 Forms are used to report income to the IRS Fact checked by Vikki Velasquez Forms 1099 report a wide range of taxable income to the Internal Revenue Service (IRS). Issuers of these ...