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 ...

Saving for retirement can take your entire career, but when it comes time to retire, you want to make sure your savings work as hard as they can for you. With tax-favored accounts like IRAs, 401(k)s, ...

What Is Form 1099-DIV, Dividends and Distributions? The term Form 1099-DIV, Dividends and Distributions refers to an Internal Revenue Service (IRS) form sent by banks and other financial institutions ...

A variety of 1099 Forms are used to report income to the IRS Forms 1099 report a wide range of taxable income to the Internal Revenue Service (IRS). Issuers of these payments are obligated to notify ...

Cancelled and reissued qualified plan distribution checks, particularly to decedents, should be monitored for payment in light of the Internal Revenue Service’s repeated refusal to repay withholding ...