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 ...

Each January, your mailbox and email are likely filled with tax forms. You’ll receive a W-2 reporting your wages if you work for an employer. But if you do any self-employed or freelance work, you may ...

With the arrival of tax season, it's crucial to have all your documents in order, and your Social Security Benefit Statement ...

Forbes contributors publish independent expert analyses and insights. Robert W. Wood is a tax lawyer focusing on taxes and litigation. Forms 1099 generally saddle you with income you have to report.

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.

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 ...

When KPERS mailed about 120,000 income tax forms to retirees, they got delayed at the USPS distribution center in Kansas City.

Form 1099-NEC is used for reporting compensation paid to nonemployees. Here's what you need to know. Many, or all, of the products featured on this page are from our advertising partners who ...