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 ...

Tax Day is approaching, and soon it will be time to begin assembling forms. If you haven't looked at them yet, all those numbers and letters – W-2, W-9, 1099 – can easily overwhelm you. Some forms are ...

For example, Form 1099-NEC, used to report payments to independent contractors, must be furnished by February 2, 2026. As ...

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 ...