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 ...

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 ...

Businesses must meet the February 18, 2025 deadline to furnish recipient copies of Forms 1099-B, 1099-S, and 1099-MISC (Boxes 8 and 10) ROCK HILL, SC / ACCESS Newswire / February 12, 2025 / While ...

The Tax Court held that a criminally forfeited individual retirement account (IRA) distribution transferred directly to the United States was constructively received by the taxpayer and therefore was ...