Our expert guide breaks down the most common 1099 forms for the 2025 tax year, including 1099-NEC, 1099-R, 1099-INT, 1099-DIV ...

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 ...

If you have taken distributions from any tax-deferred retirement account, you know that the distribution is reported on IRS Form 1099-R. A Form 1099-R is not usually issued for money that is added to ...

With tax season just getting started—the season officially opens on Jan. 29, 2024—you've likely received several tax reporting forms already, or they are on their way. Here's what you need to know ...

A little-known SECURE 2.0 rule means your employer’s Roth match generates a 1099-R, even if you never took a dime out of the ...

Before filing a federal tax return, taxpayers should make sure they have the necessary and correct documents. Here’s what ...

Nine House members inquired about reports that constituents have not received physical copies of their 1099-R forms and have ...

Tax season opens January 26, 2026, which means that tax forms will be arriving in mailboxes and inboxes soon. Here’s when to expect Forms W-2, 1099 and others—and what to do if they don’t show up on ...