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 ...

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 ...

Your 1099-R tells the IRS a story about your IRA distributions. But what if the story is not true? If a distribution was made from your IRA during 2024, your IRA custodian must send you a Form 1099-R ...