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.

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 ...

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 ...

My company sold to another and they dissolved our 401K and Esop accounts. I rolled both of them into a new IRA. I have received 2 1099-R forms. I never touched the money in went straight from my ...

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 ...

A classically trained French hornist by education, Nick Wolny is a managing editor at CNET Group, where he oversees the Perspectives franchise and written branded content across CNET Group's ...

I withdrew funds from a company 401k. I rolled these into my IRA. How do I treat these on my 1040A Answer: Mike - You should have received a Form 1099-R from the payor. You would enter the total ...

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 ...