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 ...

LOS ANGELES, CA / ACCESSWIRE / December 28, 2020 / Tax2efile, an Internal Revenue Service (IRS) authorized online tax filing service provider, is pleased to announce that taxpayers may begin to e-file ...

Mercury reports on 1099 filing misconceptions for small businesses, clarifying eligibility, requirements, and penalties 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 ...

Forbes contributors publish independent expert analyses and insights. Robert W. Wood is a tax lawyer focusing on taxes and litigation. Yet as we'll see, you are better off in most cases not asking for ...

2020 was an eventful year when it came to IRA required minimum distributions (RMDs), especially for those who took their RMDs before the March 2020 suspension was enacted. Then came rollover relief.